All ideas

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...

Description: when working off different screen sizes some of the buttons disappear or are very hard to find. Recommend the ability to see all the submit, cancel buttons etc. when the screen size changes.

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...

Description: The ability to see the total for each task on a WSB.

Description: Validate the creation of proposal level resource fields against the global Resource field list. Proposal level resource fields cannot have the same name as a global field. Use Case/Example:

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...