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ESI Field for Skill Mix table

Description: The ability to choose what fields are displayed in the Skill Mix table. Add a toggle to the field properties to include the column in the skill mix table. These fields should summarize the table. Use Case/Example: I have 11 query fiel...
Guest 3 months ago in  0 Planned

ESI option to hide blank fields

Description: If a field option value is blank, suppress it from the formatting and the Skill Mix Table. Needs to be a toggleable option for each ESI. Use Case/Example: Not all fields will have a result in many queries. Fields without a result shou...
Guest 3 months ago in  0 Planned

ESI Shown in Query option

Description: Need to set specific fields not to be in the query. The idea is that these fields will be in the results and the tables/data inserted into the BOE, but not in the list of fields for which the user will enter data. It's the opposite fu...
Guest 3 months ago in  0 Planned

ESI Mutiple Date Fields

Description: The ability to have multiple date fields. The date fields need to be handled like the current date field (summarized the same way) Use Case/Example: I may have several different dates I need to query for.
Guest 3 months ago in  0 Planned

ESI field criteria

Description: The ability to add a criteria text field to the ESI field properties and have the user see the criteria in the ESI query. Use Case/Example: The user has to use an * to change the search criteria. Example: *1234 means ending in 1234, 1...
Guest 3 months ago in  0 Planned

BOE Pro ONLY required global resource fields

Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Use Case/Example: I have global fields that estimators must fill out. However, some CERs do not use those fields in CE.
Guest 3 months ago in  0 Planned

Auto Numbering for PBS and Task.

Description: Need the ability to auto number for a specific PBS level and have the Tasks under that PBS level auto number. Dragging a PBS to a different location/order will update the numbers and the task numbers under it. Counting from top to bot...
Kenny Louden 5 months ago in  0 Planned

Workflow at the Task Level.

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Guest 5 months ago in  0 Planned

Proposal Level Permission Overrides

Proposal Level Permission Overrides like CE. Implement Proposal-Level Permission Overrides in BOE Pro similar to those in Contractor Edition (CE). This feature will allow users to set specific permissions at the proposal level, enhancing control ...
Heather Neiger 9 months ago in  0 Planned

Agentic AI for Fomula Generation

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...
Aaron Hale about 2 months ago in  0 Planned