All ideas

Define and name multilevel subfolders, Subfolders should include the structure section as a top-level folders by default and have the ability to create and name the folder structure

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...

BOE Reports: Add workflow approval and finalized date plus the approvers name in the work authorization section of the Bid Cost Worksheet? Show who approved the BOE and when, like a time stamp.

Optimize the Report Preview and Reports in Document View  * Preload reports (Document view)* Timeout for Preview if it's taking too long* Data filter warning

Feature Request: Subtasks for Workflow Steps Summary: Enable users to define and manage subtasks within each step of a workflow, ensuring that all required actions are clearly documented and completed before the workflow can advance. This provides...

Feature Request: Drag Task to Another PBS Summary: Enable users to drag and drop a task from one PBS element to another, with clear rules that prevent movement when the task is connected to a BOE at the PBS level. This provides a faster, more intu...