Release notes

3.5.105.1: March 26, 2025

Compatible with version 9.5.105.1 of ProPricer Contractor Edition

New

External system integration

A comprehensive External System Integration (ESI) feature has been implemented for BOE Pro. This integration enables seamless data retrieval, configuration, and display within BOE sections. Administrators can set up and manage external system connections, define criteria fields for data retrieval, and display retrieved results as new Actuals within BOE text sections.

Authorization Server Pro integration

BOE Pro now supports integration with Authorization Server Pro, allowing for management of BOE Pro licenses and user access. This update includes functionality to add, manage, and assign BOE Pro licenses within Authorization Server Pro, as well as migration tools to convert existing BOE Pro user accounts. The BOE Pro deployment guides, available for download from the Deltek Software Manager, have upgrade instructions to assist current BOE Pro customers with the transition.

Submittal destination folder

The proposal submittal process has a new drop-down menu to select a ProPricer Contractor Edition destination folder. After being submitted, proposals appear in the selected folder in ProPricer CE. This streamlines the process and improves organizational efficiency.

Fixed months in the Estimate List

The ability to reorder month columns in the Estimates List has been disabled. This change prevents confusion and ensures a consistent view of monthly data. Upon updating BOE Pro, all column sorting in the Estimates List is reset to the default order for all users.

Deltek branding

The system has been updated to use the new Deltek color palette. This change ensures a uniform color scheme across all Deltek products, enhancing brand identity and improving the accessibility of system pop-ups. The new color scheme applies to all system messages, including error messages, warnings, and informational alerts.

Enhancements

Icons for PBS elements and tasks

BOE View has been enhanced with icons to indicate locked PBS elements and tasks, and PBS elements that do not allow estimates. This improvement aligns the functionality with the Estimates page, providing a more consistent user experience and enabling users to navigate and assess BOE View more efficiently.

Proposals page improvements

The Proposals page has been updated with folder icons, and locations and proposals appear nested for improved organization and navigation.

  • A login issue has been resolved where users were receiving a "No matching state found in storage" error when attempting to use a bookmarked login screen after their session had expired.
  • The issue of red toast notifications appearing when deleting used sections from proposal properties has been fixed.
  • A bug where defining bold text as a formula removed the bold formatting if the formula was the first text on the line has been corrected.
  • In the Dashboards, the Estimate Summary export for a proposal now includes the previously missing Totals.
  • Inconsistencies in BOE Section format fonts in Reports and Submit to CE have been addressed. The font formatting now remains consistent across all views.
  • The issue of excessive text padding in reports has been resolved, improving the overall appearance and readability of report content.
  • The system now correctly prevents users from creating PBS elements if they are not assigned in the RAM or to any workflow step.
  • The missing Profit/Fee field in the Resource Estimates Details section of BOE View has been restored.
  • CER View has been updated to prevent the Edit button from covering the tooltip for conflicting CERs on hover.
  • Location information now updates correctly in the proposals grid and Group By settings without requiring a refresh.
  • The submit background process now properly validates Sync permissions during the submittal process.
  • Users are now redirected to the Login page when their session expires, instead of showing an error page. This improvement preserves any unsaved data and allows for a seamless re-login process.
  • An issue where updating travel data sets incorrect rates when Weekly or Monthly quantities are enabled has been resolved.
  • Toaster notifications are now displaying correctly in the Edge browser.
  • Expired records are now properly removed from both Admin and User views in the history section.
  • BOE versioning has been implemented for syncing with travel and CER data, ensuring proper version control for these elements.

3.5.105.0: December 20, 2024

Compatible with version 9.5.105.0 of ProPricer Contractor Edition

Enhancements

ProPricer 9.5.105.0 compatibility

The system has been updated to ensure compatibility with ProPricer Contractor Edition 9.5.105.0.

Resource descriptions in tooltips

A new feature has been added to display Resource Descriptions in the pop-up on the Estimates view. This enhancement provides users with more detailed information about resources directly within the estimates interface, helping them make more informed decisions when working with estimates.

Resource Field Mapping consistency

Resource Field Mapping has been enhanced to ensure consistency and data integrity between ProPricer CE and BOE Pro. The system now reorders Resource Fields to mirror CE definitions and validates Resource Field Mapping during Bulk Imports, maintaining accuracy across both systems.

Add tasks and PBS elements in BOE View

A new feature has been implemented to streamline task and PBS creation directly within BOE View. Users can now add tasks via a new '+' icon in the Task drop-down of the New Estimate window, and create PBS elements or tasks using a '+' icon at the top of BOE View.

Automatic workflow step assignment for new PBS elements

The system now automatically integrates non-RAM admin users into the workflow when creating a PBS element. After creating a new PBS element, the creator is automatically assigned to its first workflow step, enhancing task distribution and workflow efficiency.

Quick Insert improvement

The Quick Insert button in BOE sections has been visually adjusted for improved usability. This change prevents obstruction of text input, enhancing the user experience by providing easier access to Quick Insert options without disrupting the text input process.

Bulk Import improvement

A new unified Bulk Import screen has been created for both Spread and Discrete resource estimates. This enhancement streamlines the import process, allowing users to copy and paste data using a new template format, improving efficiency in the resource estimation workflow.

  • Fixed an issue in CER View where the on-hover Edit button was covering the tooltip for conflicting CERs, improving visibility and user experience.
  • Fixed an issue where the estimate tooltip was displaying the Resource ID instead of the Resource from the DRT. The system now correctly shows the appropriate resource information.
  • Resolved a problem with Bulk Import Discrete Estimates where the duration was incorrectly considered as months instead of days, leading to an incorrect number of input columns.
  • Addressed an issue in the BOE View where a red toast error appeared after assigning or unassigning CERs. The system now handles these actions without generating errors.
  • Fixed a UI crash that occurred when exporting an Excel file from the BOE Library with the Created by column grouped. Users can now export files without encountering this error.
  • Resolved an issue in the CER View where removing an unused resource field was causing a 'Duplicated CER Id' error. The system now allows removal of unused resource fields without affecting CERs.
  • Corrected a problem where long resource and destination names, along with their descriptions, were not fully displayed in show details tooltips. The system now properly handles long text in these tooltips.
  • Fixed an issue where changes in trip names were incorrectly triggering new versions and workflow resets during CE Proposal syncing. The system now handles trip name changes without unnecessary version changes.
  • Addressed a problem where users were being shown an error page upon session expiry instead of being redirected to the login page. The system now seamlessly redirects users to the login page when their session expires, preserving any unsaved work.

3.5.104.1: September 25, 2024

Compatible with version 9.5.104.1 of ProPricer Contractor Edition

New features

Bulk Import

The Quick Add functionality in BOE Pro now allows you to export data to a template for bulk edits, and then re-import from the template. Before processing imported data, you can preview it and manage duplicates with options to overwrite, skip, or replace all.

This update includes renaming "Quick Add" to "Bulk Import" throughout most of the application, integrating duplicate handling mechanisms, and adding a button to import data directly from a Microsoft Excel file.

Summary on the Estimates page

A new feature at the top of the Estimates page provides a fast summary for selected PBS elements. The Selection Info and Summary Info areas show an overview of the PBS contents, as well as the subtotals of all resource hours, costs, and prices. This allows for better visibility and analysis of resource allocation within estimates.

Improvements

Required external resource fields

You can now mark external resource fields as required on the Integration tab of proposal settings. Before you save a proposal and send it to ProPricer Contractor Edition, BOE Pro verifies that all required fields are completed. This improves data accuracy and consistency across proposals with the same external resource fields.

Tech debt

AG Grid update

BOE Pro is updated with the latest version of AG Grid. It incorporates new grid features and improvements for better data table and chart functionality.

Sync Travel and CERs

The Sync process now works with Travel and CER data. BOE Pro can properly handle changes made in ProPricer Contractor Edition and accurately apply them to your proposal.

Email Configuration settings removed

The Email Configuration (SMTP) settings moved to the web API appsettings.json configuration file, improving configuration management and security. Since the Email Configuration tab has been removed from BOE Pro, the setting for receiving sent email notifications now appears on the System Settings tab.

To remove the settings from the BOE Pro database, a database upgrade is required.

The commands config-smtp and test-smtp have been added for BOEProWebAPIManager.exe.

  • Fixed an issue in CER View where the on-hover Edit button was covering the tooltip for conflicting CERs, improving visibility and user experience.
  • Resolved a problem with custom resource fields where required values were missing from the Submit and Sync proposal processes. This ensures proper data handling during these operations.
  • Addressed several issues in BOE View affecting workflow steps, finalize actions, and custom task field values. Also fixed a scrolling issue on the Direct and ER Results tabs.
  • Corrected a bug in the Workflow and RAM functionality where assigned users were unable to log in and view their assigned PBS elements.
  • Fixed an error when using the Auto-Lock feature on the Workflow tab of the proposal settings, allowing users to advance workflow steps without encountering the "Object Reference" error.
  • Resolved an issue in the Pivot Grid where months were displayed alphabetically instead of in the proper calendar order, improving data visualization and analysis.
  • Adjusted the help tour steps for the Proposal Template feature to provide more accurate and useful information.
  • Fixed a problem where expired records were not being removed from the User view in the history, ensuring a cleaner and more accurate display of historical data.
  • Corrected the sorting functionality for the Time Requested, Time Started, and Time Ended columns in the Run Processes feature for both Admin and User views.
  • Resolved an issue with the Sync with CE process, ensuring proper handling of conflicting CER elements and preventing duplicate key errors.
  • Fixed a bug where null task selection results were incorrectly producing derivatives when assigned to a proposal CER.
  • Addressed an error that caused rate tables to be lost when submitting proposals with a multi-currency direct rate table.
  • Resolved the "Value cannot be null. (Parameter 'value')" error that occurred when accessing the Proposal menu.
  • Fixed an issue where task dates were being invalidated incorrectly, ensuring proper date range validation for tasks and resources.
  • Corrected a problem where the PBS structure couldn't be loaded if the RAM user couldn't access the parent PBS element. This improves visibility for users assigned to specific PBS elements.
  • Addressed incorrect task date displays in BOE View when entering task information for a new estimate.
  • Fixed the "Value outside of constraint" error that occurred when editing a travel or direct resource task that has a different period of performance than the proposal.

3.5.104.0: June 28, 2024

Compatible with version 9.5.104.0 of ProPricer Contractor Edition

New features

ProPricer 9.5.104.0 compatibility

This update ensures BOE Pro is compatible with the newest version of ProPricer Contractor Edition.

3.5.103.3: June 20, 2024

Compatible with version 9.5.103 of ProPricer Contractor Edition

New features

BOE Smart Sections

In proposals and proposal templates, you can dynamically map BOE sections, allowing estimators to quickly enter information in BOE sections by selecting a combination of options. The Smart Section mapping determines which sections appear when specific options are selected. This feature lets proposal managers define the available text sections for each estimating group or method and hide sections that do not apply.

Improvements

Non-printable BOE sections

You can now create BOE sections that will not be printed. This allows proposal managers to keep the BOE well organized by indicating sections that should not be printed.

BOE preview on task headers

When selecting a task in the grid on the Estimates page, a preview of the task BOE appears. Now you can quickly access and review the BOE information for each task.

User interface improvements

The data counter and widget totals for proposal tasks and resources now show the total number of tasks, resources, hours, and costs. This makes it easier to compare to ProPricer Contractor Edition data.

Access to Estimates page, Estimate List, and BOE View

You can now access the Estimates page, Estimate List, and BOE View when you don’t have permission to access the Trips and Travel Estimates features. This allows people to view and work on BOEs and estimates regardless of their Trips and Travel Estimates permissions.

Tech debt

Implement long process handling

BOE Pro supports the viewing and managing of long processes such as archiving and restoring, copying proposals, and importing. You can now cancel these processes.

Optimization

System curves and travel expenses have been optimized and added to the database to avoid duplication. Global library records have been assigned for shared curves and expenses.

Reuse code and set DevExpress artifacts properly

Existing projects have been replaced by shared library references, resulting in less code and new references.

Remove SQL triggers from proposal locations

The SQL trigger used for proposal locations has been removed, allowing Entity Framework 7 optimizations.

  • An issue that caused an extra whitespace to be appended to submitted BOE list-type sections has been fixed.
  • An issue that caused the restoration of a proposal to fail after it has been restored twice has been fixed.
  • An issue that caused an error to occur after pressing the ESC key while editing a role has been fixed.
  • An issue that caused an unhandled exception error when submitting a proposal from BOE Pro back to ProPricer CE has been fixed.
  • An issue that prevented the creation of task selections with field names containing a space has been fixed.
  • An issue that caused incorrect validation when using a task label other than Task ID for selection criteria has been fixed.
  • An issue that caused the UI to freeze when pasting an invalid value in a custom resource field in the Estimate List has been fixed.
  • An issue that allowed the changing of the Link SOW/BOE To setting for a locked proposal has been fixed.
  • An issue that allowed the changing of BOE Section Validation Step and Estimates Validation Step settings for a locked proposal has been fixed.
  • An issue that allowed the disabling or enabling of the Require Approval setting for a locked proposal has been fixed.
  • An issue that caused the BOE container widgets to lose their look and feel when Workflow was enabled has been fixed.
  • An issue that allowed the changing of due dates for Workflow steps for a locked proposal or BOE has been fixed.
  • An issue that caused the UI to freeze when pasting 5,000 lines on top of 5,000 lines in Quick Adds has been fixed.
  • An issue that caused custom field views to generate a scroll has been fixed.
  • An issue that prevented the updating of counters and icons when copying items (tasks, resources, and trips) on the Estimates page has been fixed.
  • An issue that caused proposals to not be displayed and a toaster error to be thrown when entering the proposal view has been fixed.
  • An issue that caused a proposal to not be shown in the grid after restoring or importing until the page was refreshed has been fixed.
  • An issue that caused a query error when trying to perform a Flex/Shift what-if or advance, reject, or override in workflow steps has been fixed.
  • An issue that allowed unassigning a travel estimate in a locked proposal has been fixed.
  • An issue that caused a "Sequence contains no elements error" when trying to delete a BOE for a locked proposal has been fixed.
  • An issue that caused the BOE Pro database upgrade to fail on Azure Database with a reference error has been fixed.
  • An issue that caused incorrect selection info in the matrix on the Estimates page until a refresh was performed has been fixed.

3.5.103.2: March 22, 2024

Compatible with version 9.5.103 of ProPricer Contractor Edition

Improvements

User interface improvements

  • The hover menu has been redesigned to provide a better experience throughout the application.
  • Various areas now show proper loading or busy feedback to indicate that a process is running.
  • ProPricer Contractor Edition rate table assignments and related tooltips have been improved.
  • Record counters have been added on many screens.

Validate database version at log in

The authorization server prevents logging in when the database hasn't been upgraded. This improves security and prevents potential errors.

Import process optimization

The import process has been optimized using BulkInsert actions, resulting in faster and more efficient data imports.

Leave Feedback button

A new Leave Feedback button has been added to the BOE Pro Help website. Use the button to reach the feedback portal where you can easily provide suggestions and ideas about BOE Pro features.

Tech debt

Process improvements for Quick Adds

The error message for Quick Adds indicates that a long-running process is occurring and suggests waiting until it completes.

Change ValueObject to new class record

The custom ValueObject class has been replaced with the new C# record class, resulting in improved performance.

Optimized user interface requests to the back end

Unnecessary requests from the user interface to the back end have been reduced, improving efficiency. The UI now refreshes only if there are actual changes, such as updates to the task list.

Remove old style BOE text code

Legacy code has been removed, eliminating unneeded tables, columns, classes, helpers, and integration tests. This improves code cleanliness and reduces technical debt.

Fixes

  • The option to create a proposal with a duration only has been removed because it is rarely used. Now proposals must be created with period of performance start and end dates. The default PoP dates are the current month.

3.5.103.1: January 26, 2024

Compatible with version 9.5.103 of ProPricer Contractor Edition

New features and enhancements

Compatibility with ProPricer Contractor Edition version 9.5.103.0

BOE Pro is now compatible with the latest version of ProPricer CE.

Receive sent email notifications

Adds a system-level Email Configuration setting called Receive sent email notifications. Enabling the setting ensures users receive the emails that are sent automatically after they perform an action, such as advancing a Workflow step or renaming a proposal. The setting applies to all Workflow-related actions, and all actions that appear in the System activity feed.

Preview a BOE section

Adds a Preview Text button above the grid on the Estimates page. Clicking it shows the BOE text for a selected PBS element or task in read-only format.

3.5.101.4: January 17, 2024

Compatible with version 9.5.101 of ProPricer Contractor Edition

New features and enhancements

Multi-Currency Support

BOE Pro supports multiple currencies in proposals, just like ProPricer Contractor Edition. You can add multi-currency proposals from CE, and you can enable multi-currency in the Integration settings of BOE Pro proposals. To convert currencies in a proposal, an exchange rate table from CE is required.

Your system settings determine the default currency in all proposals, and you can change the default currency of a specific proposal in its settings.

User roles have new Access and Edit permissions for the System Currency feature.

Resource Field Mapping from CE

BOE Pro supports mapped resource fields set up in ProPricer Contractor Edition. After syncing with a CE proposal that has mappings, they are applied to the resource fields in your BOE Pro proposal. Each time you select a resource field value for a new estimate, the mappings filter the available values in the next field. This shortens long lists of values in fields, and helps you choose the correct value fast.

Windows Interactive login type

In the Administration settings, Windows Interactive is available as a ProPricer login type. If BOE Pro users have interactive Windows credentials for ProPricer Contractor Edition, the new login type lets them connect to a ProPricer CE data server with their Windows username and password.

Resource ID column for Quick Add Resource Estimates

While using Quick Add to enter resource estimates, the Resource ID column appears alongside any resource code columns. This makes it possible to add several resource IDs with different resource codes at the same time.

  • The BOE Pro web API log no longer shows ProPricer CE user credentials.

  • An error no longer occurs after attempting to submit a proposal that contains stylized text copied from Microsoft Word.

  • While editing the Resource Code Mapping proposal settings, pasting a copied value in a cell no longer causes the UI to crash.

  • The Keep Proposal Rate Overrides setting for the proposal submittal process now functions correctly.

  • The 95/05 spread curve no longer distributes estimated amounts incorrectly.

  • A clearer error message appears after attempting to lock or unlock a PBS element or BOE that is already locked or unlocked.

  • The BOE List no longer excludes the calculated hours or cost of CER derivative resources in tasks.

  • A BOE can no longer be finalized when an ER derivative resource has a resource code that is not mapped to a resource in the direct rate table.

  • An error no longer appears while comparing different versions of a BOE and attempting to restore deleted discrete estimates from the previous version in the current version.

  • An error no longer appears after attempting to select a version of a task-level BOE for comparison.

  • An error no longer appears after attempting to edit an estimate’s spread dates and curve in BOE View.

  • Unlocking a submitted proposal no longer unlocks its finalized BOEs.

  • Resource fields now reset to their default values after editing an existing estimate and changing the assigned resource.

  • The Configuration proposal settings no longer display duplicate user names in the Owners and Responsibility Assignment Administrators fields after restoring a proposal in a system where the users do not exist.

  • After copying a PBS element from an annual proposal to a monthly proposal, discrete estimates are no longer entered in incorrect months.

  • Many other fixes were made to improve the following:

    • Adding a proposal from ProPricer CE

    • BOE Versioning

    • BOE View

    • Breadcrumbs

    • Creating a proposal from a template

    • Deleting PBS elements

    • Deleting proposals

    • Importing estimates from ProPricer CE

    • Resource fields in travel estimates

    • Summary View

3.5.101.3: October 9, 2023

Compatible with version 9.5.101 of ProPricer Contractor Edition

New features and enhancements

BOE Library

The new BOE Library saves finalized BOEs so you can reuse them in future proposals. Once a BOE is finalized and approved, a proposal's RAM administrators can choose to save it. In the PBS or tasks of other proposals, you can reuse a saved BOE with the Create from Library option.

The library stores everything in a BOE, including the text and attachments, calculations, estimates, travel data, task CERs, and ERs. It also saves important identifying information about a BOE, such as the ID, name, version, total direct cost, and total price.

Role permissions are required to access the BOE Library. Depending on your permissions, you can view or delete saved BOEs in the library.

Improved BOE versioning

BOE versioning is much more powerful with the ability to compare different versions of a BOE. After syncing the latest BOE changes from ProPricer Contractor Edition, a new BOE version is created, and the previous version is saved. Then you can compare one version to another with the differences highlighted, and mark changes as reviewed. The comparison shows changes to direct resource estimates, travel estimates, and CERs.

Each time a new version of a BOE is created, the BOE owner receives an email notification, and the BOE workflow resets to the first step. This only occurs if workflow and email notifications are enabled in the proposal.

Visual updates for finalized BOEs

In BOE View and the BOE List, finalized BOEs no longer show the vertical temperature line that provides workflow status information. The line only appears for BOEs that are still in progress.

In the BOE List, the workflow progress charts automatically use a color for finalized BOEs that is different than the colors selected for workflow steps.

Collapse or expand the PBS

When the PBS is in your workspace, you can click a new button at the top to collapse or expand it. Collapsing the PBS makes it easier to see and work on other information in a proposal.

Database Setup Tool optimization

The Database Setup Tool for BOE Pro has been optimized for better performance and usability.

  • An error no longer occurs while adding a ProPricer Contractor Edition proposal with an overridden indirect rate table. It happened when the table was missing an indirect pool assigned to resources in the direct rate table.
  • An error message no longer appears in a user’s browser when their session expires and they are automatically logged out.
  • An error message no longer appears after accessing a BOE section editor when the WebSpellChecker component of BOE Pro is not enabled.
  • In the system settings, the ProPricer login type is no longer incorrectly labeled as BOE Pro.
  • Many other fixes were made to improve the following:
    • BOE List
    • BOE View
    • Proposal settings
    • Quick Add WBS SOW

3.5.101.2: August 25, 2023

Compatible with version 9.5.101 of ProPricer Contractor Edition

New features and enhancements

Automatically update formulas

After syncing a proposal with the latest estimates from ProPricer Contractor Edition, BOE formulas update automatically with a factor that reflects the percentage of change. For example, if a resource's amount of hours decreased by 10%, then the formula for that estimate multiplies by 0.90 to produce the correct result.

Test the Email Configuration settings

In the Email Configuration settings, a new Test button lets you check your configuration by sending a test email to a specified address.

Disable predictive text

In the system-level and proposal-level settings, a new Predictive Text slider lets you enable or disable predictive text in BOE sections. To set this function for all proposals, go to System Settings. To set it differently in a proposal, go to the proposal's Estimates settings.

Unlock a proposal while submitting or syncing

Since a proposal must be unlocked before submitting it or syncing its data, the Submit and Sync processes now recognize a locked proposal and prompt you to unlock it. To do this, your role needs the Lock/Unlock Proposals permission.

Improved user account setup

The Add User process is redesigned for simplicity and fewer clicks. After clicking Add User, you can choose a login type from a dropdown menu in the New User window. The remaining settings automatically change according to the type selected. Additionally, the ProPricer login type has been renamed to BOE Pro.

Lock icon in BOE View

To prevent confusion in BOE View, the Lock icon only appears next to a PBS element that is locked. If an element is unlocked, there is no icon instead of a differently colored icon.

  • In Windows Command Prompt, an incorrect error message no longer appears after attempting to set up a non-BOE Pro database with the addsysadmin or upgrade commands.
  • Submitting, archiving, and deleting proposals works correctly when the PBS has large SOW file attachments.
  • An error no longer prevents CER tables and CER factor tables from being assigned in a proposal's Integration settings.
  • An error no longer prevents a task with conflicted data from being copied to the same PBS element.
  • Many other fixes were made to improve the following:
    • Adding ProPricer CE proposals
    • BOE View
    • BOE activity feed notifications
    • CER View
    • Connecting to ProPricer CE from the Proposal dashboard
    • Exported data formatting
    • External resource fields
    • Proposal archiving and restoring
    • Proposal auditing
    • Role permissions
    • Validating estimates from ProPricer CE
    • Workflow email notifications

3.5.101.1: August 4, 2023

Compatible with version 9.5.101 of ProPricer Contractor Edition

Fix

An error no longer prevents new installations of BOE Pro from connecting to ProPricer Contractor Edition. A bug caused the error in BOE Pro version 3.5.101.0 by creating unnecessary ProPricer 9 WebAPI registration information.

3.5.101.0: July 27, 2023

Compatible with version 9.5.101 of ProPricer Contractor Edition

New features and enhancements

BOE List Chart options

The BOE List Chart has a new dropdown menu containing Usage, Hours, Direct Cost, and Total Price options. Previously, the chart only showed the usage of values in a list-type BOE section.

Compatibility with ProPricer Contractor Edition version 9.5.101.0

BOE Pro is compatible with the latest version of ProPricer CE.

Support for Azure Active Directory and Windows logins from ProPricer Contractor Edition

Authorization Server Pro can be configured to enable Azure AD logins and Windows logins when BOE Pro users connect to their ProPricer CE data server. To learn more, read the BOE Pro Azure Deployment Guide or BOE Pro Windows Deployment and Upgrade Guide.

Improved BOE finalization in the BOE List

When finalizing multiple BOEs at once in the BOE List, only those at the last workflow step are selectable. Any BOEs still in progress are no longer shown in the Finalize window.

Proposal setting to allow or prevent BOE file attachments

The Configuration tab of proposal settings has a new control for file attachments in a proposal's BOEs. Proposal managers will find this useful if their estimators should work directly in the BOE text instead of attaching various documents.

BOE hover instructions

The BOE Sections tab of proposal settings has a new area in each section that is designed for BOE instructions. Rather than using the Default Value area, which could lead to mistakes in the BOE narrative, managers can make their instructions appear as a pop-up in BOE View. Estimators can open the pop-up and read the instructions by hovering over next to a section's name.

Quick Add with resource codes

If Resource Code Mapping is enabled in a proposal, resource codes can be used to Quick Add resources, resource estimates, and discrete resource estimates. In the Quick Add window for resources, resource code columns replace the Resource column. For resource estimates and discrete resource estimates, resource code columns replace the Resource ID column.

Estimating relationships

Similar to cost estimating relationships (CERs), estimating relationships (ERs) apply a factor to a base amount of hours or cost to quickly and accurately produce derivative estimates in tasks. However, ERs are a BOE Pro-specific feature, so they function differently when the proposal is submitted to ProPricer CE. Whereas CERs remain intact and are kept separate from direct inputs, ERs do not appear as individual items in CE. Instead the ER derivatives automatically become direct inputs in CE after submittal.

Quick link for syncing a proposal

After selecting a proposal on the Proposals page, a Sync button is available in the Quick Link area to the right.

Performance optimization

Performance of the following processes has been optimized:

  • Creating multiple items with Quick Add.
  • Creating tasks.
  • Creating BOEs.
  • If a formula in BOE text has a word with the letter x, like box, the formula no longer fails to be detected.
  • BOE Pro no longer uses incorrect travel rates when the travel rate table comes from a Contractor Edition proposal with the Annual (Fiscal) timescale.
  • After syncing a proposal with updated estimates from Contractor Edition, any finalized BOEs affected by the sync no longer remain finalized.
  • The BOE List no longer excludes CER derivatives from calculated amounts.
  • In Summary View and the Pivot Grid, BOE information is no longer missing for CERs assigned to BOEs.
  • Conflicted resource field values are no longer selectable in resource fields while adding or editing a resource in a proposal.
  • Clicking the Access Tags icon in the list of proposal templates no longer causes BOE Pro to crash.
  • Many other fixes were made to improve the following:
    • Access tags
    • Activity feed notifications
    • BOE Detail Report
    • BOE View
    • Breadcrumb menu options
    • CER View
    • Estimate Text Report
    • Find/Replace
    • Proposal settings
    • Quick Add
    • Submitting proposals
    • User interface

3.5.100.5: June 7, 2023

Compatible with version 9.5.100 of ProPricer Contractor Edition

New features and enhancements

Font settings

New system and proposal settings let you control the BOE text font in proposals. The font and size selected in the system settings apply to all proposals, and you can set different fonts for specific proposals and BOE sections. If font changes should be prevented for individual BOE sections, you can lock the font settings at the proposal level.

BOE hyperlink in workflow emails

Email notifications for workflow steps provide a hyperlink directly to the BOE in BOE Pro.

Select BOE sections for the BOE Detail Report

The BOE Detail Report has a new parameter for selecting the BOE sections to print.

Summary field mapping support

BOE Pro now supports summary field mappings from ProPricer Contractor Edition. While setting up an import of CE estimates, you have the option to include summary field mappings. When you create tasks in your BOE Pro proposal, the mappings filter the available values in custom task fields, just like the summary fields in ProPricer CE.

Repeat Header report parameter

The Bid Cost Worksheet Report and BOE Detail Report have a new Repeat Header parameter that is enabled by default. You can select it to repeat the header on every page, or clear it to only include the header on the first page.

Resource ID naming with resource codes

The template for automatically naming resource IDs can include resource codes as variables.

Performance optimization

Performance of the following processes has been optimized:

  • Creating a new BOE for a PBS element or task.
  • Creating multiple items with Quick Add.

Known issues

  • If a formula in BOE text has a word with the letter x, like box, the formula is not detected by the Smart Formula feature. This will be fixed in the upcoming July 2023 release of BOE Pro.
  • The BOE Pro Database Setup Tool now prompts for system administrator user information when the script to file output option -f is used.
  • Equivalent head values are no longer incorrect when estimates are imported from a monthly ProPricerContractor Edition proposal.
  • An error no longer appears after attempting to delete multiple proposals, and at least one has workflow step assignments or overrides in a BOE.
  • An error no longer occurs when attempting to delete a root PBS element and a third-level child element simultaneously.
  • An error no longer occurs when attempting to copy a proposal after a PBS element in it has been deleted, and that element contained a finalized task BOE.
  • After copying a task that has a CER with a CER factor, the factor is no longer excluded from the duplicated task.
  • After creating a template from a proposal, the Resource Code Mapping tab no longer appears in the template's proposal settings.
  • After deleting multiple users simultaneously, the deleted account information no longer remains visible on the Users page.
  • If a resource's indirect pool is overridden and conflicts with the data on the ProPricerContractor Edition server, editing the resource's properties no longer causes the override to disappear.
  • Completed resource code mappings in proposal settings no longer appear blank when the settings are first opened.
  • In the Resource Code Library, the Edit button appears correctly enabled or disabled according to the user's role permission for that feature.
  • Many other fixes were made to improve the following:
    • Access tags
    • Copying and deleting PBS elements
    • BOE List
    • BOE Section Library
    • BOE View
    • Responsibility Assignment Matrix
    • Roles and permissions
    • Submitting proposals
    • User interface

3.5.100.4: May 3, 2023

Compatible with version 9.5.100 of ProPricer Contractor Edition

New features and enhancements

Resource code mapping

This new feature is designed to bump up the speed and accuracy of estimators while assigning resources to tasks. To clarify which resources are available in a direct rate table, you can create recognizable codes and map them to the table's resources. Then an estimator can select a code instead of a resource name, and all the resource information will be entered automatically.

The Resource Code Library is for creating global resource codes for all proposals, and the Resource Code Mapping tab of proposal settings lets you create proposal-specific codes. The new proposal settings are also for enabling, applying, and setting up the resource code mapping in a proposal.

Resource class support

BOE Pro now supports resource classes in ProPricer Contractor Edition direct rate tables and CER tables. Previously, resource classes were invalid in BOE Pro, which limited the CE data you could work with in a proposal.

Enable or disable finding BOE formulas

In BOE View, the text editor has a new button:  Auto find formulas. It lets you enable or disable the Smart Formula feature in a BOE text section.

Workflow steps in other proposal views

The Estimate List, Pivot Grid, and Summary View have separate columns that show workflow steps and their users. This makes it easy to keep an eye on your team's workflow while viewing a proposal in different ways.

Change workflow step colors

While setting up workflow steps in the settings of a proposal template or proposal, you can right-click a step and pick its color.

BOE versioning improvements

After finalizing a BOE for the first time, the version number created for it will no longer update automatically. If the BOE changes and is finalized again, the number will stay the same. You can only update the version number by changing it manually and providing a reason.

Define numbers as BOE text formulas

If your BOE text has a number with no mathematical operators, like 800 hours, you can quickly make the number a formula. Just select it and click on the text editor ribbon.

Navigation improvements

To help navigate BOE Pro:

  • The options in the Administration menu are in two groups: Security and Setup.
  • The options in the More menu (after selecting a proposal) are in three groups: Input, Analyze, and Actions.

Performance optimization

Performance of the following processes has been optimized:

  • Loading data from libraries.
  • Syncing proposals with ProPricer Contractor Edition.
  • Archiving proposals.
  • Events now appear in activity feeds when users create a proposal, PBS element, task, or BOE.
  • The width and order of columns set by a user are now saved. This fix is applied throughout the application.
  • The application no longer crashes when proposal settings are edited with the BOE List open, and the Workflow feature is enabled in the proposal for the first time.
  • In CER View, the Cap Timescale setting for a CER can no longer be changed when the Base Amt. Cap setting is blank.
  • After exporting data from the Estimate List to a spreadsheet, the Start Date and End Date values now appear in the correct format.
  • After restoring a proposal, it is now automatically selected when it appears on the Proposals page.
  • Many other fixes were made to improve the following:
    • Adding proposals from ProPricerContractor Edition
    • Application breadcrumbs
    • BOE View
    • Custom reports
    • Estimates page
    • Help tours
    • Importing previous estimates
    • User interface

3.5.100.3: April 5, 2023

Compatible with version 9.5.100 of ProPricer Contractor Edition

New features and enhancements

Default BOE names

On the Estimates tab of proposal settings, enabling BOE Default Name will automatically name each new BOE added to a PBS element or task. Instead of typing names, you could use information such as the task description, PBS element name, etc. as the default BOE name. If a default name isn't appropriate for a BOE, you can easily edit it.

To control the default naming convention, go to the BOE Naming system setting and enter a BOE name template. Every proposal with BOE Default Name enabled will use the template to create new BOE names.

Delete BOE

Improvements to the Delete BOE process will prevent accidental deletion of a BOE. In BOE View, the Delete BOE button only appears by hovering over a PBS element or task. After clicking the button, you must confirm that you want to delete the BOE.

Expand or collapse proposal list groups

When you group proposals in your list by specific columns, such as Location, you can quickly expand or collapse them all with new Expand All and Collapse All right-click options. If you go to a different part of BOE Pro and return to the proposal list, the expanded or collapsed state of each group will remain unchanged.

Submit a proposal using the breadcrumb menu

After selecting a proposal, you can go to the breadcrumb menu at the top of the application and select Submit to Contractor Edition. This provides a fast way to submit your proposal no matter where you are in BOE Pro.

BOE information in proposal views

The following information now appears in Summary View, the Estimate List, and the Pivot Grid: BOE Name, BOE Description, BOE ID, and BOE Version.

Performance optimization

Performance for syncing a proposal with your ProPricer Contractor Edition database is slightly improved. Optimization will be a continued product development effort in future BOE Pro releases.

  • The Location proposal setting now functions and appears correctly.
  • Task selection now works correctly in proposals with access tags.
  • The Edit function in BOE View and the BOE List is no longer disabled when the Require Approval proposal setting is disabled.
  • BOE View and the BOE List are no longer accessible without the Access role permission for the BOE feature.
  • BOE View and the BOE List no longer show any workflow steps when Workflow is disabled in the proposal.
  • BOE Pro no longer closes after going to a section in a BOE, and then attempting to delete the same BOE section from the proposal settings.
  • An error no longer appears when attempting to delete a BOE section with an attachment from the proposal settings.
  • An error no longer appears when attempting to mark selected text as a formula in BOE View.
  • An error no longer appears when attempting to preview a BOE in BOE View.
  • An error no longer appears when attempting to copy a parent-level PBS element.
  • An error no longer appears after opening a proposal with access tags in CER View.
  • An error no longer appears after applying the default resource ID template to a resource when the Resource ID Naming system setting has a blank template.
  • Importing previous estimates from a Contractor Edition proposal no longer excludes task-level CERs.
  • The option to group data in a grid by a specific column has been removed for numeric columns.
  • The option to assign access tags to a PBS element has been removed in proposals that require BOE approval.
  • The option to select all elements has been added to the PBS on the Estimates page.
  • After pasting text in any Quick Add grid, the last row no longer remains unselected.
  • After pasting text in the Element column of the Quick Add WBS grid, Allow Estimates is set to Yes by default.
  • After opening the settings of an existing proposal and then creating a new one, the BOE sections from the existing proposal no longer appear in the new proposal.
  • Many other fixes were made to improve the following:
    • Application breadcrumbs
    • BOE View
    • CER View
    • Editing user information
    • Error messages
    • Estimate List
    • Find/Replace BOE sections text
    • Proposal settings
    • Report toolbar
    • Summary View
    • Sync with Contractor Edition
    • Task selections

3.5.100.2: March 3, 2023

Compatible with version 9.5.100 of ProPricer Contractor Edition

New features and enhancements

BOE Detail Report

This new report gives a detailed look at every BOE in a proposal. It shows the text, formulas, and estimates in each BOE, similar to what you see in BOE View.

Deltas in BOE View

The Calculations tab in BOE View has a filter for deltas. It shows or hides rows with a difference between the calculated result of a formula and the final result in a task. If there is a delta, the amount in the Final Result column appears blue.

Split a result to multiple estimates in BOE View

BOE View lets you split a formula's calculated result among several resource estimates. You can enter an estimate's percentage of the result on the Direct tab, and the Calculations tab shows the remaining amount that can be given to other estimates.

Finalize BOE workflow

When the workflow of a BOE reaches the last step, an option appears for finalizing the BOE. Once finalized, the BOE is approved and becomes locked to prevent further changes.

Sync before submitting a proposal

Submitting a proposal automatically syncs it with the most recent global data on your ProPricer Contractor Edition server. This ensures your proposal has up-to-date rate information and will be submitted successfully. If any rates were intentionally overridden in your proposal, you have the option to protect those overrides from being changed.

Import proposal optimization

Overall performance for restoring a proposal or adding a proposal from ProPricer Contractor Edition is improved.

Resource ID consistency

Throughout the user interface, all Resource Name and Resource Alias labels now appear as Resource ID.

  • Summary View no longer displays a zero value in the Equiv Heads column when the rate type is units or cost.
  • The Start Date and End Date labels appear correctly in the Flex/Shift what-if.
  • The Login page user interface now loads correctly on Google Chrome.
  • Task activity feeds no longer appear blank after renaming a task.
  • The hover menu function now appears and operates correctly.
  • The Print to Word button has been removed from the report toolbar because it requires an installation of Microsoft Word.
  • Many other fixes were made to improve the following:
    • BOE List
    • BOE Section Library
    • BOE View and formulas
    • CER View
    • Estimates page
    • Navigation breadcrumbs
    • Proposal breakdown structure
    • Proposal settings
    • Workflow

3.5.100.1: February 10, 2023

Compatible with version 9.5.100 of ProPricer Contractor Edition

Fixes

This release improves the overall stability and performance of BOE Pro.

3.5.100.0: January 17, 2023

Compatible with version 9.5.100 of ProPricer Contractor Edition

Product launch

Version 3.5.100.0 is the first release of BOE Pro.