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Archive and Restore Global (System) Data for BOE Pro

Description:A comprehensive data migration system that allows administrators to selectively archive and restore global configuration data from BOE Pro. The system would provide granular control over which data types and specific items to migrate, ...
Monika Mateeva 4 months ago in  0 Future consideration

BOEPro - Support MX aware systems

Description: Currently BOEPro does not support any MX aware hosts to transmit email using outlook express. See: Client ID: 31046) [Case No.: 250916-001384] BOEPro supports email using Mailkit and a physical email server needs to be input into BOEP...
Andriy Gronau 3 months ago in  0 Planned

Section setting to allow Formatted Actuals and Skill Mix in specific sections

Feature Request: Section Settings for Formatted Actuals and Skill Mix Description: Introduce a section-level configuration that enables administrators to restrict specific sections to accept only Formatted Actuals or Skill Mix data types. This ens...
Guest 3 months ago in  0 Future consideration

Add Filters for the Users on the Admin Menu

Feature Request: Add Filters to Users Admin View Overview: Enhance the Users admin view in BOE Pro by adding filter functionality, making it easier for administrators to find and manage users. These filters should work consistently with those foun...
Guest 3 months ago in  0 Future consideration

Add QTR to the Pivot Grid

Description: Currently the time phasing does not allow for QTR. Add the option to pivot by QTR to the pivot grid in BOE Pro and group like items in the list of pivot selections. IE. Resource items should be grouped in the category Resource, Task i...
Tiffany Pendleton 4 months ago in  0 Planned

Unassigning All Access Tags

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...
Immanuel Bowen 10 months ago in  0 Future consideration

Tree-view for BOE List

Description: Request to add the capability to maintain the tree view from the BOE view when navigating to the BOE List View. This feature would allow users to retain the hierarchical structure and expanded/collapsed state of items for continuity a...
Guest 3 months ago in  0 Planned

Set a default Curve or require the user to select a Curve when entering an estimate.

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:
Guest about 1 year ago in  0 Planned

Automate Proposal View by Assignment

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...
Mikala Stephenson 3 months ago in  0 Future consideration

Lock BOE Content in the Workflow

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...
Mikala Stephenson 3 months ago in  0 Planned