All ideas

Description: The ability to list month values on rows instead of columns Use Case/Example: When copying and pasting from Excel, month values are usually listed in rows. We need the ability to copy past years row by row on the BOE and Estimates view.

Description: Add a toggle when submitting to CE to only submit finalized BOEs. Use Case/Example: I don't want draft finalized BOEs in my CE proposal.

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...

After a resource with custom fields & values has been added to a proposal, updates made in the Resource Library to the value(s) for those custom resource fields are not being reflected in the proposal(s) where the resource exists. For example,...

Please add the ability to convert all material escalation on a proposal to an override so they will not be updated when the Escalation Table is updated. Or, make the ability to stop the escalation rates from updating when the Escalation Table is u...

Currently, the "Formula" tab allows only numeric calculations (for ex.: 10,000 Factory hours * 0.25 Factory Support Metric = 2,500 Factory Support hours). Could "Formula" be enhanced to allow calculations referring to the contents of other Task ID...

When printing a report to Excel with Full Pricing, the designated report footer does not print on the Rate worksheets. Would like to see the assigned report footer should print on all worksheets.

Description: Not all users need access to the Win/Lose Information. It would be nice to have the ability to restrict access to that dashboard or to exclude information for specific users. Use Case/Example: If an estimator logs in, they will only s...