All ideas

Feature Request: Copy and Modify ESI Lookups Summary: Enable users to easily duplicate (copy) an existing ESI lookup in the BOE and modify its parameters to create a new lookup efficiently. Problem: Users often need to create new ESI queries tha...

Feature Request: Preserve Resource Assignments When Copying BOEs Summary: Include an option to retain assigned resource IDs when copying a BOE from one PBS element to another. This allows estimators to duplicate BOEs for similar scopes of work wit...

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable administrators to centrally define and maintain mappings between BOE Pro summary fields and corresponding CE fields, including their list values. The feature sho...

Feature Request: Team User Bulk Management Summary: Enable users to add and manage team members more efficiently through multi-select actions, user-level attributes, and a copy/paste-enabled grid for quick entry and updates. This feature should re...

Feature Request: Project Owner Filters and Multi-Select Summary: Enable users to filter the project owner user list and select multiple project owners within the same dialog experience used in BOE Pro. This feature should make it easier to find th...

It would make it very convenient to be able to group multiple data selections under one renamed header. For example, if the algorithm contains several direct cost elements, it would be nice to add those in a pivot grid, then merge them into one re...

Ability to curve the Material Unit price up or down to the Proposed Quantity. For example PO history is for a specific quantity vs Quotes where you may have range pricing. It would be great if the software curved the unit price.

When printing a report to Excel with Full Pricing, the designated report footer does not print on the Rate worksheets. Would like to see the assigned report footer should print on all worksheets.

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 ...

Feature Request: Configurable Activity Feed Levels and Retention Summary: Enable administrators to clearly label the activity feed level (System, Proposal, PBS, Task, BOE) in the UI and configure an automatic activity retention window (e.g., last ...