Ideas

Could "Formula" be enhanced to allow calculations referring to the contents of the Task quantity? For example �1.000,- x Task quantity�.

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...

Feature Request: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...

Feature Request: RAM View Filter by Workflow Assignees Summary: Enable users to filter the RAM view by proposal workflow assignees through a dedicated, filterable column. This will allow teams to quickly identify and select only those users who ar...

Feature Request: Expand Allow Estimate Level to RAM Group Summary: Enable configuration of the BOE estimate level (Task or PBS) at the RAM group level so that different user groups (e.g., engineering vs. material estimators) are required to enter ...

That ability to have a predefined set of ERs can be selected at the BOE.

Enhance the system to allow users to print the Basis of Estimate (BOE) text organized by Work Breakdown Structure (WBS) at both the Task and Product Breakdown Structure (PBS) levels simultaneously. This functionality should enable comprehensive re...

Feature Request: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...