All ideas

Feature Request: Attach New CE Sync Items to BOE Version Summary: Ensure that new resource assignments, estimates, trips, and distributions created via sync from CE are automatically associated with a new version of the BOE, so users can clearly s...

Summary: Enable Cash Flow Pro to support true multi-currency data sources and reporting across multiple source systems. The feature should allow customers to work with actual currency-specific source data rather than relying on reporting workaroun...

Feature Request: Editable Fee Column in Estimate List and Summary View Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filter...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...

Feature Request: Restrict Copying and Library Saving for Contract-Specific Proposals Summary: Add a configurable setting that prevents users from copying tasks and BOEs from certain proposals and from saving those proposals’ BOEs to the shared lib...

Feature Request: Copy or Move BOE Between Tasks/PBS Elements Summary: Enable users to copy or move a Basis of Estimate (BOE) from one task or PBS element (PBE) to another without recreating it, so that BOEs can be efficiently realigned when the pr...

Feature Request: Preserve AutoNumber as Separate Export Field Summary: Enable AutoNumber to export as its own dedicated column rather than being concatenated with other fields, and ensure it is handled correctly during reimport. This would prevent...

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...

Feature Request: Intelligent Table of Contents Import from Word Summary: Automatically detect and correctly import Microsoft Word tables of contents as structured Table of Contents sections instead of plain text when bringing Word documents into t...

Feature Request: Bulk Archive and Restore Proposals Summary: Enable users to select multiple proposals and perform archive or restore actions in a single operation. This capability will streamline proposal lifecycle management, reduce manual effor...