All ideas

Feature Request: Reuse Text from Existing BOEs Summary: Enable users, while authoring a BOE, to search for and reuse text from any existing BOE they have permission to view. Users should be able to insert either the entire BOE text or selected sec...

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...

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: 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: 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: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...