All ideas

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...

Feature Request: Skill Mix Table in BOE Summary: Add a skill mix table to the BOE that displays the proportion of resource hours by role/skill for both actual ledger data and estimated resources. This will give users a clear, at-a-glance view of h...

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.

Description: Allow users to directly export/process individual sections from the Section View in BOE Pro. This enhancement provides a quick way to generate printouts for focused review without printing the entire document. Use Case: A user reviewi...

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...

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: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...

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...