All ideas

Feature Request: Section Settings for Formatted Actuals and Skill Mix Description: Introduce a section-level configuration that enables administrators to restrict specific sections to accept only Formatted Actuals or Skill Mix data types. This ens...

Feature Request: Add Filters to Users Admin View Overview: Enhance the Users admin view in BOE Pro by adding filter functionality, making it easier for administrators to find and manage users. These filters should work consistently with those foun...

Description: Request to add the capability to maintain the tree view from the BOE view when navigating to the BOE List View. This feature would allow users to retain the hierarchical structure and expanded/collapsed state of items for continuity a...

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.

This option allows users to restore a previous version of the Basis of Estimates (BOE), providing flexibility to undo recent changes or recover from errors. Purpose: To enable users to easily revert the BOE to any prior version of the BOE reduci...

Enhance the system to allow users to print the Basis of Estimate (BOE) text organized by Work Breakdown Structure (WBS) at both the Task and Product Breakdown Structure (PBS) levels simultaneously. This functionality should enable comprehensive re...

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...

Description: Currently the time phasing does not allow for QTR. Add the option to pivot by QTR to the pivot grid in BOE Pro and group like items in the list of pivot selections. IE. Resource items should be grouped in the category Resource, Task i...

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...