All ideas

Summary: Enable users to apply escalation factors from the Rate Builder to subcontractor labor categories in Bid Rates. This would extend the existing escalation capability beyond Primary Role labor categories, eliminating the need to calculate su...

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 ...

Summary: Enable algorithms to reference/call the Proposal Type field in Proposal Properties, so users can tailor logic based on the type of proposal being processed. Problem Statement: Users who need algorithm behavior to vary by proposal type—suc...

Summary: Extend the existing Field Editing Resource What-If capability to support resource-level fields in Services Rate Builder proposals. Rather than creating a separate Bid Rates What-If tool, reuse the current workflow and conditionally enable...

Feature Request: Apply Normal Style in Section Library Summary: Enable users to apply the Normal text style to content within the section library, ensuring consistent formatting when creating and managing reusable sections. Problem Statement: Curr...

Feature Request: Filter resource selection by rate type Summary: Enable the resource picker to automatically filter available resources based on the selected formula result type. This helps users find the correct resources faster and ensures the l...

Summary: Enable Resource Class, Accounting Calendar, and Resource Type to be configured directly on the Bid Rates tab for each resource, in addition to RFP Labor Categories. These fields should follow an override hierarchy so that the most specifi...

Feature Request: Multi-level BOE authoring support Summary: Enable the authoring view to support multi-level BOEs where a parent BOE description is entered at the PBS level and each underlying task includes its own BOE text, justification, and est...

Feature Request: Title Font Locking and Settings Summary: Enable users to lock title font type and size in the same way body font settings can currently be locked in BOE Pro. The feature should also provide configurable title font and size setting...

Feature Request: Historical Requirement Validation by BOE Section Summary: Enable administrators to configure individual BOE section list values with a Requires Historical setting so that users are only prompted to provide historical actuals when ...