Description: Need to set specific fields not to be in the query. The idea is that these fields will be in the results and the tables/data inserted into the BOE, but not in the list of fields for which the user will enter data. It's the opposite fu...
Description: The ability to have multiple date fields. The date fields need to be handled like the current date field (summarized the same way) Use Case/Example: I may have several different dates I need to query for.
Description: The ability to add a criteria text field to the ESI field properties and have the user see the criteria in the ESI query. Use Case/Example: The user has to use an * to change the search criteria. Example: *1234 means ending in 1234, 1...
Description: Need a way to make Global Resource Fields required in BOE Pro but not required in Contractor Edition (CE). Use Case/Example: I have global fields that estimators must fill out. However, some CERs do not use those fields in CE.
Description: Users can only see all BOEs on a proposal if assigned in the RAM or by a RAM Admin. Create an option for proposals to make all the BOEs visible to all users as read-only. Provide a default setting in the system settings. Use Case/Exam...
Prompt to remove estimates when deleting a formula.
Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...
Filter for RAM Group for people that are assigned in the workflow in the proposal
Description: Add a filterable column for users that are assigned to the workflow in the RAM view Use Case/Example: When setting up the RAM group for the proposal, I want to add only users who are part of the proposal's workflow.
Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...
Maintain PBS Visibility when editing a PBS/Task on the BOE View
Description: Maintain PBS Visibility when editing a PBS/Task on the BOE View Use Case/Example: When editing a task, the user often needs information from the PBS list that they currently cannot see.
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Future consideration
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Future consideration
