All ideas

Description: Table of Contents Setting and excluding certain headings Use Case/Example:

Description: Add the ability to create task selection in CVP. Use Case/Example:

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

Add the ability to do a quick add for the responsibility group. Ability to assign workflow to each BOE using a bulk import. Ability to import the RAM, responsibility and workflow set-up using a single bulk import.

That ability to have a predefined set of ERs can be selected at the BOE.

Description: Remember the collapsed and expanded state for BOE View and Estimates View Use Case/Example: The User collapses all the PBSs on the BOE or Exanimates View. When they leave the new and return, the tree is fully expanded again.

Description: This feature updates the current "Print in Document" toggle in CVP to "Exclude from Document" for improved clarity. The new label better reflects the functionality of excluding specific sections or items from being printed or exported...

Description: Add the ability to preview ProPricer Reports in the Section Properties. Use Case/Example: A user is creating a CVP and wants to verify the output of a report before finalizing it. They click the "Preview" button in the section propert...

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...