Ideas

Feature Request: Paged Section Text Editing in Cost Volume Profit Summary: Enable users working in the Cost Volume Profit section view to read and edit long text in a paged format. This would break large sections of content into logical pages, mak...

Feature Request: Save Report Parameters at the Template Level Summary: Allow users to define and save report parameters at the template level so that, when a new document is created from that template, all configured parameters—especially Task/Res...

Feature Request: AI Dela Generative Agent for BOE Drafting, Review, and Update Summary: Introduce an AI-powered assistant (Dela) in BOE Pro that reviews, summarizes, and improves BOE text, validates estimates, and supports interactive, context-...

Feature Request: Missed Workflow Due Date Notifications Summary: Enable automated notifications when workflow step due dates are missed, sending alerts via email and activity feed to Proposal Managers (proposal owners and RAM admins) and the user ...

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...

Feature Request: Single Bulk Import for Travel Summary: Provide users with the ability to import all travel-related data in a single action via a multi-tabbed Excel upload, similar to the existing Ram view. This will streamline data entry for comp...

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...

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...

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...

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...