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...

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 ...

That ability to have a predefined set of ERs can be selected at the BOE.

Enhance the system to allow users to print the Basis of Estimate (BOE) text organized by Work Breakdown Structure (WBS) at both the Task and Product Breakdown Structure (PBS) levels simultaneously. This functionality should enable comprehensive re...

Feature Request: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...

Description: The ability to provide a pivot of costs that is linked to sections of the document. Use Case/Example: User needs to be able to create a table of cost linked to specification of the document.

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...

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...