All ideas

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...

Need to be able to identify the different database setup.

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.

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.

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.

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

Description: Since we do not support Undo command, I think we should think which commands can benefit the most from having a Preview button like Bulk Import and Create From BOE Library. The idea is to let the user know what the result of the execu...

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...

Description: Currently the process is matching library data by name, but it would be better if the user is provided with a window similar to Audit page where he would be able to select by himself the matching. If a there is a matching item by name...

Proposal Templates: We can set some global parameters in BOE Pro one is what is contained in the Resource ID field. Currently, we have it set to [Resource Name][Cost Center]. It would be valuable for this to be adjusted to set at the proposal leve...