All ideas

Feature Request: Prevent Duplicate Proposal Resource Fields Summary: Add validation to prevent users from creating proposal-level resource fields with the same name as existing global resource fields. This will ensure consistency between proposal ...

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Feature Request: Time-Phased Estimates in BOE Detail Report Summary: Add support for time-phased estimates within the BOE detail report in BOE Pro so that effort and cost can be distributed across time periods (e.g., months, quarters, or fiscal ye...

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Description: option to make some or all the user fields in the Proposal templates required fields. Use Case/Example: the user fields are great for allowing to structure data a certain way on the back end. but it would be helpful the cleanness of t...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Feature Request: Project Owner Filters and Multi-Select Summary: Enable users to filter the project owner user list and select multiple project owners within the same dialog experience used in BOE Pro. This feature should make it easier to find th...

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...

Feature Request: Pivot Grid Support for Resource ID Summary: Enable the Pivot Grid to include and aggregate on Resource ID so users can analyze BOE Pro data at the individual resource level. This will allow teams to pivot, filter, and report on me...