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Option to customize Dashboard

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...
almost 2 years ago in  0 Planned

BOE Reports: Add workflow approval and finalized date plus the approvers name

BOE Reports: Add workflow approval and finalized date plus the approvers name in the work authorization section of the Bid Cost Worksheet? Show who approved the BOE and when, like a time stamp.
almost 2 years ago in  0 Planned

Subtasks for Workflow

Feature Request: Subtasks for Workflow Steps Summary: Enable users to define and manage subtasks within each step of a workflow, ensuring that all required actions are clearly documented and completed before the workflow can advance. This provides...
almost 3 years ago in  0 Planned

The ability to drag a task to another PBS

Feature Request: Drag Task to Another PBS Summary: Enable users to drag and drop a task from one PBS element to another, with clear rules that prevent movement when the task is connected to a BOE at the PBS level. This provides a faster, more intu...
almost 3 years ago in  0 Planned

User view of entire summary (custom) field mapping

Feature Request: User view of complete summary field mapping Summary: Provide users with an in-application view of the full summary (custom) field mapping used by BOE Pro, including a clear “last imported” timestamp. This removes the need to refer...
12 months ago in  0 Future consideration

Link Text to Existing Formula

Enable users to link text within the BOE section to existing formulas in BOE Pro.
almost 2 years ago in  0 Future consideration

Auto-Hide for Menu and Blue Top Bar

To make more room on the screen, auto-hide the topbar with an option to turn autohide on or off. Proposed function. * A button on the blue bar enables/disables autohide.* When autohide is enabled, the top bar auto hides after 5 sec with more mouse...
almost 2 years ago in  0 Future consideration

Enable Filtering by default

Enable the default filter row on all grides, and remember user settings.
about 2 years ago in  0 Planned

Customer View of BOE in POE Pro

Customer View of BOE in POE Pro
about 2 years ago in  0 Future consideration

Set Different Levels for SOW and BOE in the proposal properties.

The options are confusing, specifically the option Task means for SOW on both and BOE-only Task. I think it will be better if we have separate options for Link SOW and Link BOE.
about 2 years ago in  0 Planned