All ideas

Create menu of options to delete/scramble names, bidders, BOE, etc etc etc. Often times a request for a .zip by EBS is for only one issue, and a lot of the data can be stripped out.

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: Default Pivot Grid Views for BOE Pro Summary: Provide a set of standard, out-of-the-box pivot grid views in BOE Pro (similar to CE default pivot items) so users can quickly analyze hours, units, costs, BOE names, and formulas with...

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...

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 ...

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: Maintain Proposal Location on Archive/Restore Summary: Automatically return a restored proposal in BOE Pro to its original location. If the original folder path no longer exists, recreate it so the proposal is placed correctly wit...

Feature Request: ProPricer Data in Document Headers and Footers Summary: Enable users to insert ProPricer data fields into the header and footer of generated documents. This would allow key proposal or pricing information to appear consistently ac...

Feature Request: Paragraph-level orphan control setting in CVP Summary: Add support for Microsoft Word’s paragraph-level orphan control setting in Cost Volume Pro so that exported documents can prevent single lines of a paragraph from appearing al...

Feature Request: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...