All ideas

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: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...

Enable BOE Pro to print the names of attached files in the Bid Cost Worksheet, similar to Contractor Edition (CE). This allows users to easily identify if files are attached to the BOE, enhancing visibility and documentation during bid preparation.

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...

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...

The first time adding a resource I can only edit the %. But when you edit the resource you can change the amount

Description: Not all users need access to the Win/Lose Information. It would be nice to have the ability to restrict access to that dashboard or to exclude information for specific users. Use Case/Example: If an estimator logs in, they will only s...

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 ...