Time-Phased Estimates in BOE Detail Report

Feature Request: Time-Phased Estimates in BOE Detail Report

Summary:
Add support for time-phased estimates within the BOE detail report in BOE Pro so that effort and cost can be distributed across time periods (e.g., months, quarters, or fiscal years) and accurately reflected in reporting and downstream analysis.

Problem Statement:
Today, BOE estimates are captured and reported as static totals in the BOE detail report, without visibility into when the work or costs are expected to occur. This makes it difficult for users to align BOE data with time-based planning, budgeting, and execution. Program managers, finance teams, and analysts cannot easily compare BOE values against phased budgets, actuals, or schedules, leading to manual offline spreadsheets, rework, and potential inconsistencies between BOE Pro and other planning systems.

Proposed Solution:
Introduce first-class support for time-phased estimates on BOE line items and expose this in the BOE detail report.
Allow users to distribute each line item’s total estimate (hours, cost, or other relevant measure) across configurable time buckets (e.g., weeks, months, quarters, or custom fiscal periods).
Ensure the BOE detail report can be filtered and grouped by time period, and that it displays both totals and phased values for each line item.
Provide an intuitive UI for entering and editing phased estimates (e.g., grid-style editor or time series input) while maintaining the relationship to the overall line-item total.
Validate that the sum of time-phased values matches the total estimate, with clear feedback if there are discrepancies.
Support export of time-phased BOE detail data for use in external tools (e.g., spreadsheets, financial systems, or scheduling tools).

Benefits:
Enables alignment of BOE estimates with time-based budgets, resource plans, and schedules.
Reduces manual effort and errors from maintaining separate offline spreadsheets to track when costs and effort occur.
Improves accuracy of forecasting and variance analysis by providing a clear view of how estimates are distributed over time.
Supports better decision-making for program managers and finance stakeholders by revealing peaks, gaps, and timing risks in planned work and spending.
Strengthens BOE Pro’s value as a single source of truth for both total and time-phased estimating data.