Ideas

Summary: Allow users to edit the name and description of a BOE directly within the BOE Library, independently from the BOE’s name and description used in a proposal. This enables the library entry to carry richer identifying and cataloging informa...

Feature Request: Row-based month entry for detailed inputs Summary: Enable users to enter and view monthly values with months displayed as rows instead of columns in the BOE and Estimates detailed inputs. This should support easy copy-paste from E...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...

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 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...

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...

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: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...