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BOE Pro

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Tree-view for BOE List

Description: Request to add the capability to maintain the tree view from the BOE view when navigating to the BOE List View. This feature would allow users to retain the hierarchical structure and expanded/collapsed state of items for continuity a...
Guest about 17 hours ago in BOE Pro 0 Planned

View the Amount, Direct Cost, and Price by type.

Description: Add a popup tooltip to the BOE List that appears when hovering over the Amount, Direct Cost, or Price cells. The tooltip will show a breakdown of the cell's value by resource type. Use Case/Example: When a user mouses over any Amount,...
Guest 14 days ago in BOE Pro 0 Planned

BOE Text Editor

Description: Update the Text Editor in BOE Pro to match the functionality and features of Cost Volume Pro. Use Case/Example: The current text editor's table functionality has issues, causing formatting and usability problems. Aligning the editor w...
Guest about 1 month ago in BOE Pro 0 Planned

Lock BOE Content in the Workflow

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...
Mikala Stephenson 9 days ago in BOE Pro 0 Planned

View all proposals permissions

Description: Add a user permission like ProPricer for All /Limited proposal view, and one for Admin roles that allow support teams to assist users without the need to be added to the proposal. Use Case/Example: We have multiple business units usin...
Guest about 2 months ago in BOE Pro 0 Planned

Prefill fields when there is only one option

Description: When you create a new task or a new BOE it requires you to name them, the tool should pre-fill these fields with the higher level PBS names etc so that you do not have to enter the same info multiple times. Use Case/Example: Creating ...
Guest 9 days ago in BOE Pro 0 Planned

Add QTR to the Pivot Grid

Description: Currently the time phasing does not allow for QTR. Add the option to pivot by QTR to the pivot grid in BOE Pro and group like items in the list of pivot selections. IE. Resource items should be grouped in the category Resource, Task i...
Guest about 1 month ago in BOE Pro 0 Planned

Do not allow the creation custom resource fields if that field already exists as a global.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:
Aaron Hale 2 months ago in BOE Pro 0 Planned

Material Event Flows

Add a Tab Called events to the material Configuration in BOE Pro The user can select any external connection and set evert triggered criteria. For example, in the event a BOM is added to the proposal a new version of that BOM is created in the e...
Aaron Hale 30 days ago in BOE Pro 0 Planned

Notify User when Leaving the RAM, if any workflow role remains unassigned.

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.
Guest 3 months ago in BOE Pro 0 Planned