All ideas

Description: Not all estimators will know how to right-click to export results to Excel. Use Case/Example: Add a button at the bottom for export to Excel to make it easier to find estimators.

Description: The proposal owner needs the ability to pre-pull the entire list of articles from a project and store them locally to the proposal in BOE Pro. Then when the estimator queries for data, they only receive results from those preloaded va...

Description: Allow the custom task fields to have a default value setting. Use Case/Example: There is a custom task field that should always have the same value. Currently, the user must select the same value each time a task is created.

Description: Add a feature to allow 3 point estimating in BOE Pro. Use Case/Example: Feature exists in CE but having it available in BOE Pro would allow a larger estimator userbase to have access to it while writing BOEs

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: Use Case/Example:

Description: The ability to limit and edit the travel rate by the travel element. Use Case/Example: The user needs to edit the airfare travel rate, but they should not be able to edit the peridium rate.

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.