All ideas

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.

When adding a new approver need a way to assign them on many proposal once.

This feature enhances the proposal sync process in BOE Pro by allowing users to select which CERs from ProPricer CE to include during synchronization. It improves flexibility and transparency by adding a granular control mechanism and detailed rep...

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...

Add summary tasks to BOE Pro and make sure they work with CERs and ERs

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...

Make the tab view the default BOE View

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...