All ideas

Feature Request: "Keep with Next" Section Setting Description: Add a "Keep with Next" setting to the section properties and defaults in Cost Volume Pro, similar to the feature available in Microsoft Word. This setting will allow users to specify t...

Feature Request: Insert Pivot from ProPricer Data Description: Enable users to insert pivot tables directly from ProPricer data into product documentation or analysis views. This feature would streamline data integration and facilitate more dynami...

Feature Request: Styles for Bullet and Numbered Lists Description: Enhance the text editor to support customizable styles for bullet and numbered lists, allowing users to choose from various formatting options (e.g., different bullet shapes, numbe...

Feature Request: Prevent Duplicate Proposal Resource Fields Summary: Add validation to prevent users from creating proposal-level resource fields with the same name as existing global resource fields. This will ensure consistency between proposal ...

Feature Request: Section Settings for Formatted Actuals and Skill Mix Description: Introduce a section-level configuration that enables administrators to restrict specific sections to accept only Formatted Actuals or Skill Mix data types. This ens...

Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Description: The ability to manage user with active directory Use Case/Example: User for being added and removed daily from BOE Pro. Right now, the user has to be managed manually taking a lot of time. If user access could be managed via the activ...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Feature Request: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...