All ideas

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...

Feature Request: Persistent Auto Numbering for BOE Items Summary: Ensure that auto numbering for BOE-related items (e.g., Tasks and PBSs) always assigns the next available number in the sequence, even when prior numbers are removed from the propos...

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

Feature Request: SharePoint Integration Summary: Enable bidirectional integration between Management Pro and customer SharePoint by allowing specific Management Pro folders to be shared to designated SharePoint locations and by ingesting documents...

Feature Request: Outlook Inbox Integration Summary: Integrate shared Outlook 365 inboxes directly into Management Pro at the Program, Contract, and Project levels, enabling users to manage emails in-app and file them into the document tree as PDF-...

Feature Request: External Portal Summary: Deliver a separately deployed, fully brandable External Portal that provides externally invited users (auditors, customer reviewers, partners) with scoped, view-only access to Management Pro documents. Eac...

Feature Request: Event-Based Notification Triggers Summary: Enable users to configure notifications for specific project events (e.g., milestone completion) so that designated stakeholders receive timely alerts only for the events that matter to t...

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...

Description: In a proposal task when a user sets a task to Summary using the Type column (to set CERs) it doesn't appear that the CER data can then be exported or imported using the I/E tool. It would be handy to be able to change the details of C...