All ideas

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...

Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...

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

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 ...

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...

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: Template Update with Selective Options Summary: Introduce the ability to update a Proposal (and related records) from a template with granular options that let users choose which sections or attributes to apply. This ensures that ...

Feature Request: Configurable Cost and Hours Terminology Summary: Allow organizations to customize the display labels for Cost and Hours fields so that they can use terminology that aligns with their internal estimating practices (for example, “In...

Feature Request: Enhanced Selection Widget Summary Details Summary: Expand the selection info widget to display key pricing and resource-type details so users can fully understand the cost and resource composition of a selection at a glance, witho...

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...