All ideas

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...

Description: The idea is to allow users to copy all or selected parts of data from another proposal. In many cases, copying the entire proposal and then removing unnecessary parts might be sufficient. However, there may be use cases where users ne...

Description: Current list sections sort values alphabetically. List values need to be sorted by order of entry with the option to reorder them. Use Case/Example: Every list will have values that are more important than others. (These values are us...

Description: Change the name of the "(default)" template to (Blank) Use Case/Example: When users see (default) they don't think blank.

The ability for users to view entire summary (custom) field mapping within BOE Pro to eliminate having to reference any outside sources or CE for the full mapping. Include a time stamp of when the mapping was last imported to allow pricing leads t...

When summary field mappings are imported from CE to BOE Pro (via the "Import CE Estimates" or "Add Proposal from CE" features) and new tasks are created, the structure field drop downs (i.e BOE ID, CLIN, Option, WBS, etc) should function the same ...

Description: Enable assigning FEE override and Period of Performance (POP) at the PBS level. This can be just the FEE or just the POP or both. Tasks under the PBS automatically inherit the FEE% and/or are restricted to the PBS's POP. Use Case: A u...

Description: The table needs to show the mix of the resources used in the ledger data. (Individual-Resource Hours / Total hours) The table should also show the skill mix of estimated resources. Use Case/Example:

Description: The ability to use one calculation inside the same BOE as a variable within a formula. Also, the ability to reference formulas from other BOEs Use Case/Example:

Description: Add the bulk import functionality for PBS items. Use Case/Example: The user may need to add many PBSs at the same time.