All ideas

Feature Request: Remove Linked Calculation and Resource Assignments When Formula Is Removed Summary: Automatically remove the corresponding calculation from the Calculations tab when a user manually removes a formula from the BOE section. If the a...

Feature Request: Ability to Favorite Proposals for Quick Access Summary: Introduce a “favorite” or “star” capability that allows users to mark specific proposals and quickly access them from the dashboard and proposal list views. This will provide...

Feature Request: Material Configuration Event Flows Summary: Introduce an Events tab within the BOE Pro material configuration that allows users to define automated, flow-like event rules triggered by changes in BOE Pro (e.g., BOM updates) and pr...

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...

Description: Allow the changing of the parent on existing sections Use Case/Example: After creating a section, it can be combined to drag all the sections to a new place if those sections are far apart in the tree. Allow the user to select a new s...

Description: Section Deletion warning: everything will be deleted! Option to not delete children. Use Case/Example: When deleting a section with children all the children are deleted. The user should be warned of the action. Additionally, sometime...

Description: Table of Contents Setting and excluding certain headings Use Case/Example:

Feature Request: Create and manage task selections directly in CVP Summary: Enable users to create and manage task selections directly within Cost Volume Pro (CVP) so they can define new task selection criteria for reports without needing to log i...

Feature Request: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...