All ideas

Summary: Users want to ensure that all values in a BOE are fully allocated before submitting to CE. To support this, we should add a "Remaining" column to the Audit report that shows unallocated values, and trigger a warning during the Submit to C...

Description: Edit BOE Name and Description in the Library. Use Case/Example: The name and description are good places for identifying information about the BOE. That information can be different then the name of the BOE in the proposal.

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.

Description: Allow BOE Pro to pick a few words before or after a formula and add them as the formula's name. Use Case/Example: When there are a lot of formulas on the BOE text, it is hard to track which formula ties to a specific estimate.

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...

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 ...

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...

Description: Add a setting in the BOE section to default the auto-find formulas for that section to off. Use Case/Example: Certain sections in the BOE will never have formulas. The user currently has to turn off auto-find formulas causing extra cl...

Description: Currently, we only support copying proposal templates. Introducing the ability to archive and restore templates would be a valuable enhancement—especially in scenarios where the "Update from Template" feature is used with imported pro...