Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...
Summary Field Mapping and Summary Field List Values Sync
Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.
Guest
7 days ago
in BOE Pro
0
Future consideration
Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...
Aaron Hale
6 days ago
in BOE Pro
0
Future consideration
Adding labor categories to section apart from hour calculations/formulas
Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...
Aaron Hale
6 days ago
in BOE Pro
0
Future consideration
Description: Allow Role Based Access in Authorization Server Use Case/Example: Certain user will have access to add new users to Authorization Server but not add, update, or even see licenses.
Description: The ability to assign access tags to locations. The user cannot see the area to select if they do not have the access tag for that location, and they cannot see the proposal saved in that location even if they have access otherwise. U...
Allow to save BOEs to the Library when the Proposal does not have workflow
Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.
Aaron Hale
3 months ago
in BOE Pro
0
Future consideration
ESI Option to insert the skill mix table/the Query values into different sections
Description: Need the ability to insert the skill mix table and query formatted results into different sections of the BOE. Use Case/Example: The query-formatted results go in the actuals date section of the BOE, and the Skill Mix table goes into ...
Description: Need the ability to enter a list of values for a field, like the quick add functionality. Use Case/Example: I want to query for five different WBS values. Need a way to enter each value quickly.
