All ideas

Feature Request: Sync resource grouping from CE to BOE Pro Summary: Enable users to assign predefined resource groups from CE to a formula in BOE Pro so the system can automatically distribute total formula hours across the grouped resources based...

Feature Request: Add Author Name as Optional CE Submission Field Summary: Enable users to include the BOE author’s name as an optional field when submitting to CE. This would give CE users better visibility into who originally created the BOE and ...

Feature Request: Show Expected Total Per Formula in Authoring View Summary: Enable users to view the expected total alongside the currently allocated total for each formula in the Authoring View. This will make it easier for estimators to understa...

Summary: Enable a summary grid at the bottom of Staffing View that mirrors the calculation and pricing details available in Resource View. The grid should summarize staffing input data by applying rates to hours, units, and costs to show direct co...

Feature Request: Filter resource selection by rate type Summary: Enable the resource picker to automatically filter available resources based on the selected formula result type. This helps users find the correct resources faster and ensures the l...

Summary: Enable the Bid Rates tab to treat Percentile and Level as part of the uniqueness criteria for RFP labor categories. This would allow users to create separate bid rate entries for the same labor category and location when the actual rate d...

Summary: Enable users to mark individual Resource Fields in Proposal Properties as “Rate Attributes,” determining whether each field contributes to the Bid Rates or Base Rate uniqueness key for Services (Rate Builder) proposals. This gives users e...

Summary: Enable the Rate Builder to automatically pre-populate Bid Rate rows from existing Base Rates data, and allow new Bid Rate entries to be created on demand directly from the Staffing View, eliminating the requirement to manually build every...

Feature Request: Role-Based Restore Permission Summary: Introduce a dedicated role permission for restoring deleted items. Only users with this permission should be able to undelete records, ensuring that restore actions are limited to authorized ...

Summary: Eliminate the Base Rate Labor Categories section/tab from the user interface and allow users to manage Base Rate values exclusively within the Base Rates section. The underlying backend table can remain in place to support existing data s...