All ideas

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Feature Request: Offline Companion Product Database Upgrade Script Generation Summary: Enable companion product database managers to generate version-appropriate upgrade scripts without requiring a live database connection. This allows teams to pr...

Description: When trying to join multiple tables in using integration Pro and/or with ProPricer/BoEPro it becomes difficult as there are no Primary keys. is there a way to add in Primary Key to tables.

Feature Request: What-If BOM Analysis and Scenario Comparison Summary: Introduce advanced what-if analysis capabilities for Bills of Material (BOMs) by enabling users to create, version, and compare multiple BOM scenarios. Users should be able to ...

Feature Request: Copy and Reuse BOEs with ESIs Across Proposals Summary: Introduce the ability to copy BOEs, including their associated ESIs, to other proposals and save them to a centralized Library for reuse. The feature will enforce RAM-based a...

Feature Request: Terminology Administration Tab Summary: Introduce a dedicated Terminology tab under the Administration section in BOE Pro that allows administrators to customize specific interface terms (such as “RAM,” “RAM Groups,” and select BO...

Feature Request: Flat View for BOE and Estimate-Eligible Items Summary: Provide a flat default view in BOE Pro that displays only PBS items eligible for BOE and estimate entries. Users can optionally switch to a full hierarchical “Tree View” when ...

Feature Request: Create Task from Travel Tab in BOE View Summary: Enable users to create tasks directly from the Travel Tab of the BOE View in BOE Pro, mirroring the existing task creation capability in the Direct Estimate section. This provides a...

Feature Request: AI Agent for Proposal Review Submit/Sync Summary: Introduce an AI-driven proposal review agent that automatically analyzes proposals on each submit or sync action, identifies configurable discrepancies, and generates a detailed, n...

Feature Request: AI Material Management, Review, and Update Agent Summary: Introduce an AI-driven Material Management, Review, and Update Agent in BOE Pro that operates within the Materials View using the existing Dela chat experience. The agent a...