All ideas

Description: Edit BOE Name and Description in the Library. Use Case/Example: The name and description are good places for identifying information about the BOE. That information can be different then the name of the BOE in the proposal.

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.

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...

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...

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...

Description: Add the ability for proposal Owners/Managers to be notified when key events happen within their proposal. For example, when an attachment is added to a BOE, notify the owner of the proposal in the proposal activity freed. The Proposal...

Description: Need the ability to limit authors from creating PBS at root. Use Case/Example: My BOE Author may been to create a Level of the PBS, but they should not be able to create a new root level. For example, the proposal may have WBS as the ...