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The ability to include Query Values and Actual Values formatted section

Feature Request: Enhanced Value Formatting in Sections Description: Add support for including both "Query Values" and "Actual Values" as formatted sections, with the ability to list all values separated by commas for improved readability and repor...
Guest 4 months ago in  0 Planned

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 4 months ago in  0 Planned

Map BOE Sections when Copying BOE.

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...
Guest 5 months ago in  0 Future consideration

The ability to Copy and modify ESI lookups in the BOE.

Feature Request: Copy and Modify ESI Lookups Summary: Enable users to easily duplicate (copy) an existing ESI lookup in the BOE and modify its parameters to create a new lookup efficiently. Problem: Users often need to create new ESI queries tha...
Guest 4 months ago in  0 Future consideration

Preserve Resource Assignments When Copying BOEs

Feature Request: Preserve Resource Assignments When Copying BOEs Summary: Include an option to retain assigned resource IDs when copying a BOE from one PBS element to another. This allows estimators to duplicate BOEs for similar scopes of work wit...
Megan Forker 4 months ago in  0 Planned

Bulk Archive

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...
Aaron Hale 3 months ago in  0 Planned

Option to Revert to previous version of the BOE.

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...
Guest 5 months ago in  0 Future consideration

Unassigning All Access Tags

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...
Immanuel Bowen 12 months ago in  0 Future consideration

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

Lock Font by Section

Feature Request: Section-Level Font Overrides in Proposals Summary: Allow proposal owners or administrators to define and override fonts on a per-section basis within a proposal. This enables each section (e.g., Work Description, Rationale) to use...
Aaron Hale about 2 months ago in  0 Future consideration