All ideas

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...

Allow batch reports to be saved that do not have default start/end dates for the Period Selection in rate reports (specifically the Rate Band and Indirect Rate reports.) Currently we have a manual work around where we export the batch report out o...

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.

I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...

Please create the ability to update multiple indirect pools at one time for proposal-specific overrides. The functionality exists for global indirect pool updates, but often times, clients will have caps on specific indirect rates. As a result, we...

Please add the ability for Flex Shift to adjust the dates of the Materials on the Material tab of the Task without changes the rest of the Task.

Oftentimes, we have to lock a proposal, but users may just leave the proposal open but not be actively using the proposal. As a result, the system will not allow us to lock while "active" users have the proposal open. Please add a button under the...