Ideas

Feature Request: Configurable Cost and Hours Terminology Summary: Allow organizations to customize the display labels for Cost and Hours fields so that they can use terminology that aligns with their internal estimating practices (for example, “In...

Feature Request: Enhanced Selection Widget Summary Details Summary: Expand the selection info widget to display key pricing and resource-type details so users can fully understand the cost and resource composition of a selection at a glance, witho...

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...

Feature Request: Pre-pull and scope actuals to proposal Summary: Enable proposal owners to pre-pull and store a curated list of relevant actuals (articles) from a project directly into a BOE Pro proposal. Estimators will then query and preview onl...

Feature Request: Travel Rate Editing by Travel Element Summary: Enable users to edit travel reimbursement rates at the travel-element level (e.g., airfare, lodging) so that specific elements can be adjusted while others remain locked or controlled...

Feature Request: Responsive Button Visibility Across Screen Sizes Summary: Ensure all critical action buttons (e.g., Submit, Cancel, Save, Apply) remain visible and easily discoverable across varying screen sizes and resolutions. The feature shoul...

Feature Request: Audit Remaining Column and Submit Warning Summary: Add a “Remaining” column to the BOE Audit report and a validation warning during the “Submit to CE” workflow so users can quickly identify and resolve any unallocated BOE values b...

Summary: Allow users to edit the name and description of a BOE directly within the BOE Library, independently from the BOE’s name and description used in a proposal. This enables the library entry to carry richer identifying and cataloging informa...

Feature Request: Row-based month entry for detailed inputs Summary: Enable users to enter and view monthly values with months displayed as rows instead of columns in the BOE and Estimates detailed inputs. This should support easy copy-paste from E...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...