All ideas

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time

Description: Would it be possible to add a column to the “BOE List” view in BOE Pro that would show the number of attachments for each BOE? Use Case/Example: The concern is that if an author adds an attachment in a BOE, how would reviewers and app...

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...

Description: On the Estimates List provide an option to open the estimate in BOE View of the Estimates View Use Case/Example: A BOE user may be reviewing the estimates on the Estimates List and find an item that needs to be adjusted. The user need...

Description: Clicking on the any unassigned item in the Total Hours/Unites/Cost Summary Widget should Open the Estimates List filtered for estimate not assigned. Use Case/Example: As a BOE author, reviewer, or approver I need a quick way to see al...

***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.

Description Add the Resource Code Mapping Tab (and ability to Map the codes to resources) to Proposal Templates. Use Case I have the same mapping for all of my resources, and they only change once a year; I need to be able to create all my proposa...

Auto Number Tasks

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