All ideas

Feature Request: Configurable PBS and Task BOE Sections Summary: Enable administrators or users to configure which sections appear in PBS-level versus task-level Basis of Estimate (BOE) records. This would allow each BOE level to present only the ...

Summary: Enable algorithms to reference/call the Proposal Type field in Proposal Properties, so users can tailor logic based on the type of proposal being processed. Problem Statement: Users who need algorithm behavior to vary by proposal type—suc...

Summary: Extend the existing Field Editing Resource What-If capability to support resource-level fields in Services Rate Builder proposals. Rather than creating a separate Bid Rates What-If tool, reuse the current workflow and conditionally enable...

Feature Request: Apply Normal Style in Section Library Summary: Enable users to apply the Normal text style to content within the section library, ensuring consistent formatting when creating and managing reusable sections. Problem Statement: Curr...

Summary: Enable Resource Class, Accounting Calendar, and Resource Type to be configured directly on the Bid Rates tab for each resource, in addition to RFP Labor Categories. These fields should follow an override hierarchy so that the most specifi...

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...

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...

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 ...