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Option to include workflow log and reset steps when proposal is copied (log not included default)

Description: Add an option to include the workflow log when copying a proposal in BOE Pro. By default, the log is excluded, but users can opt to include it. Also add an option to reset the workflow steps in the copied proposal, ensuring a clean wo...
Kenny Louden about 1 year ago in  0 Planned

BOE Check List, Workflow and BOE Section

Description: This BOE Pro feature adds a required customizable checklist as a BOE Section to track key proposal steps. The checklist must be fully completed before advancing, ensuring no critical tasks are missed. The enhanced BOE Section streamli...
Guest about 1 year ago in  0 Planned

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/...
Guest 6 months ago in  0 Future consideration

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.
Guest 7 months ago in  0 Future consideration

Expand Allow Estimate Level to RAM Group

Description: Allow the Estimate level setting for the RAM group. The ability to force people within a RAM group to either enter the BOE at the Task or PBS level. Use Case/Example: The Engineering users must enter the BOE at the Task level, while t...
Guest 7 months ago in  0 Future consideration

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest about 1 year ago in  0 Planned

Data view in BOE Pro

Description: Add Data view functionality in BOE Pro Use Case/Example: BOE authors need the ability to make changes at a higher level.
Kenny Louden 7 months ago in  0 Future consideration

Update from template with options

Description: Update from a template with options. Use Case/Example: When updating from the template, I may not want to update BOE sections (or other items like workflow).
Kenny Louden 7 months ago in  0 Future consideration

Add the ability to changes the terminology of Cost and Hours values.

Description: Add the ability to change the terminology of Cost and Hours values. Use Case/Example: Many estimators will not know the difference between Cost and Direct cost. Allow organizations to change the names of these values for example (inpu...
Kenny Louden 7 months ago in  0 Future consideration

Add more to the selection widgets (all the summary info) and cost types

Description: The selected info widget is lacking information about price and resource types.
Guest 7 months ago in  0 Future consideration