All ideas

Summary: Enable users to create phases directly in the Rate Builder workflow through a dedicated tab, making this required step easier to find and complete for Services Rate Builder proposals. Problem Statement: Users must create phases before the...

Feature Request: Linux-Compatible Configuration for Deltek Companion Products Summary: Enable configuration of BOE Pro, Cost Volume Pro, and Authorization Server Pro from headless Linux environments. This capability would support automated builds ...

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...

Feature Request: BOE Pro Section Navigation Refresh Summary: Refresh BOE Pro Section Navigation to improve usability and visual consistency. Consolidate font and style controls into a dropdown menu, clarify section navigation button labels, and up...

Feature Request: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...

Feature Request: Role-Based Restore Permission Summary: Introduce a dedicated role permission for restoring deleted items. Only users with this permission should be able to undelete records, ensuring that restore actions are limited to authorized ...

Feature Request: Configurable PBS and Task BOE Sections Summary: Enable administrators or users to configure which sections appear in PBS-level versus task-level Basis of Estimate (BOE) records. This would allow each BOE level to present only the ...

Feature Request: Sync resource grouping from CE to BOE Pro Summary: Enable users to assign predefined resource groups from CE to a formula in BOE Pro so the system can automatically distribute total formula hours across the grouped resources based...

Feature Request: Add Author Name as Optional CE Submission Field Summary: Enable users to include the BOE author’s name as an optional field when submitting to CE. This would give CE users better visibility into who originally created the BOE and ...