Copy and Bulk Copy BOEs across Tasks, PBS, and Proposals

Feature Request: Copy and Bulk Copy BOEs Across Tasks, PBS, and Proposals

Summary:
Enable users to copy and bulk copy BOEs, PBS, and Tasks within and across proposals. Users should be able to duplicate, move, or merge BOEs and related PBS/Task structures in bulk, including selectively copying only certain BOE data, to efficiently reuse and reorganize effort estimates with minimal manual rework.

Problem Statement:
Today, users must manually recreate or individually copy BOEs and associated PBS/Tasks when they want to reuse existing effort estimates across similar work. This is slow, error-prone, and discourages reuse of well-defined BOEs. When proposals are split or merged, or when similar PBS/Tasks recur across proposals, users lack an efficient way to move or merge BOEs at scale. As a result, they spend significant time duplicating effort and risk inconsistencies between proposals that should share common estimating logic.

Proposed Solution:
Enable flexible copy and bulk copy operations for BOEs, PBS, and Tasks with the following capabilities:

• Allow users to copy a single PBS or Task (including its BOEs) to a different Task or PBS within the same proposal or in another proposal.

• Support bulk copy of multiple PBS/Tasks (and their BOEs) in a single operation, including across proposals.

• Provide options to:

  • Duplicate entire PBS/Task structures with all BOEs.

  • Copy only selected BOE data (e.g., specific BOEs, line items, or sections) from one location to another.

• Support “merge” behavior where copied BOEs can be added into an existing PBS/Task structure without overwriting unrelated content.

• Offer controls to manage naming, IDs, and references during copy (e.g., auto-renaming, conflict resolution rules) to prevent unintended overwrites or duplicates.

• Present a preview/summary of what will be created or merged before confirming the operation.

Benefits:

• Dramatically reduces manual effort to reuse and reorganize BOEs across similar PBS/Tasks and proposals.

• Improves consistency and quality of estimates by promoting reuse of proven BOE structures instead of re-creating them from scratch.

• Speeds up proposal creation, especially when splitting one proposal into many or consolidating multiple smaller proposals into a unified one.

• Increases flexibility for users to fine-tune what is copied (entire structures vs. selected BOE data), aligning the tool with real-world workflows.

• Lowers risk of errors and omissions when moving or merging BOEs across proposals, resulting in more accurate and reliable estimating.