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Template-Based Task and Resource Selection in BOE Pro

Feature Request: Template-Based Task and Resource Selection in BOE Pro Summary: Enable users to define and assign Task and Resource selections directly within BOE Pro templates so that proposals automatically inherit the correct configuration when...
2 days ago in BOE Pro 0 Future consideration

Section List View for useability Enhancements

Feature Request: Section List View Usability Enhancements Summary: Improve the Section List View to make it easier and faster for users to navigate, understand, and manage large sets of sections. The enhancements should focus on clarity, discovera...
about 6 hours ago in Cost Volume Pro 0 Planned

Default Table Style setting in the Styles Tab.

Feature Request: Default Table Style Setting in Styles Tab Summary: Introduce a configurable default table style setting in the Styles tab that defines how new tables are formatted by default. This would ensure every newly inserted table automatic...
1 day ago in Cost Volume Pro 0 Planned

Add paragraph line spacing controls in style settings

Feature Request: Add paragraph line spacing controls in style settings Summary: Introduce configurable paragraph line spacing options within the style settings so users can define and apply consistent spacing (e.g., single, 1.15, 1.5, double) acro...
1 day ago in Cost Volume Pro 0 Planned

Add a Default Title Style

Feature Request: Default Title Style Configuration Summary: Allow users to define and apply a configurable default title style (font, size, weight, color, spacing) that is automatically used for primary headings or titles across documents, reducin...
1 day ago in Cost Volume Pro 0 Planned

Export Full Cost Details for Discretely (Manually) Spread Resources

Summary: Enable export of full calculated cost details (from Direct Cost through Total Price) for all proposal resources, including those that are discretely (manually) spread and those coming from travel, material, and other sources—not only reso...
2 days ago in Integration Pro 0 Planned

Refresh Default External Field Assignments on Proposal

Feature Request: Refresh Default External Field Assignments on Proposal Summary: Ensure that when External Resource fields are added to a Proposal, their default values are correctly loaded and refreshed, even if the direct rate table is already a...
4 days ago in BOE Pro 0 Future consideration

Control Automatic RAM Workflow Assignment for PBS

Feature Request: Control Automatic RAM Workflow Assignment for PBS Summary: Ensure that users are not automatically assigned to workflow steps when adding PBS items from the RAM view. Automatic assignment to workflow steps should only occur when P...
4 days ago in BOE Pro 0 Planned

Reuse Text from Existing BOEs

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...
11 days ago in BOE Pro 0 Future consideration

Auto-Adjust Estimates When Task Period Changes

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...
about 2 months ago in BOE Pro 0 Future consideration