All ideas

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...

Feature Request: Persistent Auto Numbering for BOE Items Summary: Ensure that auto numbering for BOE-related items (e.g., Tasks and PBSs) always assigns the next available number in the sequence, even when prior numbers are removed from the propos...

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

After a resource with custom fields & values has been added to a proposal, updates made in the Resource Library to the value(s) for those custom resource fields are not being reflected in the proposal(s) where the resource exists. For example,...

Please add the ability to convert all material escalation on a proposal to an override so they will not be updated when the Escalation Table is updated. Or, make the ability to stop the escalation rates from updating when the Escalation Table is u...

Currently, the "Formula" tab allows only numeric calculations (for ex.: 10,000 Factory hours * 0.25 Factory Support Metric = 2,500 Factory Support hours). Could "Formula" be enhanced to allow calculations referring to the contents of other Task ID...

| The selection to untick the Totals in propricer pivot was a great addition - is it possible to allow for disabling each subtotal but retain the grand total for the proposal? |

Feature Request: System-wide admin banner messages Summary: Enable admins to create and manage system-wide banner messages that are displayed to all users across the platform. Messages should support configurable visibility windows, automatic expi...

Feature Request: Direct Cost Visibility on Proposal Dashboard Summary: Add a clear Direct Cost value to the proposal dashboard so users can immediately see the full cost structure of a proposal, including costs derived from base resources. This pr...

Feature Request: Display CER Values and Update Controls on Dashboard Summary: Add visibility of CER (Cost Estimating Relationship) calculated values directly on the proposal dashboard, along with an “Update CERs” action. This enables users to quic...