All ideas

Feature Request: Sync Custom Resource Names from Contractor Edition Direct Rate Overrides Summary: Ensure that when proposals are synced from Contractor Edition (CE) to BOE Pro, any custom resource names defined in CE direct rate overrides are als...

Feature Request: Export Product Roles to Excel Summary: Enable users to export all role assignments for each product/workspace to an Excel file so that access configurations can be easily reviewed, shared, and reported on outside the system. Probl...

Feature Request: Retain Report Settings When Archiving Between Instances Summary: Enable users to archive a cost volume from one instance (e.g., development) and restore it into another instance (e.g., production) while preserving all associated r...

Feature Request: Authorization Server Activity Feed and Audit API Summary: Provide an activity feed within the authorization server that records key user and access events (logins, logouts, failed logins, user creation, role assignments/changes, a...

Feature Request: Flexible Access Tag Requirements for Proposal Submission Summary: Allow users to submit proposals to CE as long as they have at least one of the required access tags assigned to any item within the proposal, rather than requiring ...

Feature Request: Define Proposal Filters Directly in Integration Pro Summary: Allow users to define and manage proposal filters directly within the Integration Pro user interface, removing the dependency on preconfigured Proposal Selections in Pro...

Feature Request: Attach New CE Sync Items to BOE Version Summary: Ensure that new resource assignments, estimates, trips, and distributions created via sync from CE are automatically associated with a new version of the BOE, so users can clearly s...

Feature Request: View-only Access to BOEs on Accessible Proposals Summary: Introduce a role-based permission that allows users to view all BOEs associated with proposals they can access, while restricting edit rights to only those BOEs where they ...

Feature Request: Streamlined license reassignment for users Summary: Enable admins to automatically deselect and reselect all users associated with a license key when changing that key, eliminating the need for manual deselection and ensuring that...

Feature Request: Restrict Copying and Library Saving for Contract-Specific Proposals Summary: Add a configurable setting that prevents users from copying tasks and BOEs from certain proposals and from saving those proposals’ BOEs to the shared lib...