All ideas

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...

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.

Feature Request: Resource Code Mapping in Proposal Templates Summary: Enable proposal templates to include a Resource Code Mapping tab, allowing users to predefine and maintain a standard mapping between resources and their associated codes. This ...

The ability to assign custom fields to a user will appear in the Users and Matrix windows for sorting.

Feature Request: Material Configuration Event Flows Summary: Introduce an Events tab within the BOE Pro material configuration that allows users to define automated, flow-like event rules triggered by changes in BOE Pro (e.g., BOM updates) and pr...

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...

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...

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.

Screens like the workflow log, edit resource, etc. are unable for the user to resize to see more of the data at once. Recommend the user being able to resize the screens like CE.

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...