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BOE Reports: BOE's with Unassigned Estimates should not Print on Reports

BOE Reports: A BOE that has an error is able to be printed; however, the errored resources don't print in the BOE. Recommend that the BOE isn't able to be printed if there are errors. See attached example: Picture 2 shows BOE view error Picture 3 ...
Heather Neiger about 1 year ago in  0 Future consideration

BOE View: Calculation Header Signaling

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
Heather Neiger about 1 year ago in  0 Planned

Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Heather Neiger about 1 year ago in  0 Planned

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest 10 months ago in  0 Planned

Auto filter resources for formula type

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Aaron Hale 5 months ago in  0 Planned

Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Heather Neiger 5 months ago in  0 Future consideration

RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Heather Neiger 5 months ago in  0 Planned

Activity feed is hard to follow. Requires users to read every single word to know what the activity was. See attachment for suggested mockup

Description: Use Case/Example:
Heather Neiger 5 months ago in  0 Planned

Preview button on commands doing changes on proposal

Description: Since we do not support Undo command, I think we should think which commands can benefit the most from having a Preview button like Bulk Import and Create From BOE Library. The idea is to let the user know what the result of the execu...
Monika Mateeva 10 months ago in  0 Future consideration

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Monika Mateeva 10 months ago in  0 Future consideration