All ideas

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time

Description: Would it be possible to add a column to the “BOE List” view in BOE Pro that would show the number of attachments for each BOE? Use Case/Example: The concern is that if an author adds an attachment in a BOE, how would reviewers and app...

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 ...

* 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...

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: Remove auto saving from Popup windows (like add estimates and Proposal Properties) and add a save button down at the bottom. Use Case/Example: When making edits to the proposal properties, I may decide I don't want to save the changes...

Description: On the Estimates List provide an option to open the estimate in BOE View of the Estimates View Use Case/Example: A BOE user may be reviewing the estimates on the Estimates List and find an item that needs to be adjusted. The user need...