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Status Planned
Workspace ProPricer 9
Created by Guest
Created on Feb 19, 2026

Export BOEs to Appropriate Open Plan Note Categories

Summary:
Allow BOEs to export to matching Open Plan note categories.

Problem Statement:
Updated BOEs are written back only to the default Open Plan note field, limiting documentation fidelity.

Proposed Solution:
Enable BOEs to export to the appropriate Open Plan note categories when available.

Benefits:

  • Improves documentation accuracy

  • Aligns BOEs with scheduling context

  • Reduces manual reclassification

  • Attach files