All ideas

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...

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...

Feature Request: Associated RAM users in BOE reporting Summary: Enable BOE Pro to send all workflow steps and associated assigned users to ProPricer CE as BOE fields, so organizations can include this information in reporting such as the Summary E...

Summary: When a proposal contains a selected value from any defined proposal user fields (PUF) and when an archive is created, it will contain all the values associated with each PUF. Problem Statement: Depending on the intent of the PUF and wheth...

Feature Request: Inline CLIN Editing in Estimate List Summary: Enable users to edit CLIN and related task fields directly within the Estimate List, including the ability to update multiple tasks in a single screen by PBS or by Task. This streamlin...

Feature Request: Maintain Formula Links when Using Replace All Summary: Ensure that formula links and references remain intact when users perform a global “Replace All” operation on text, labels, or identifiers. The feature should intelligently up...

Feature Request: Three-Point Estimating in BOE Pro Summary: Introduce native three-point estimating (optimistic, most likely, pessimistic) in BOE Pro so estimators can capture uncertainty and variability in effort and cost estimates directly withi...

Summary: Enable Cash Flow Pro to support true multi-currency data sources and reporting across multiple source systems. The feature should allow customers to work with actual currency-specific source data rather than relying on reporting workaroun...

Feature Request: Proposal-Level Resource ID Templates Summary: Enable users to define the Resource ID field format at the proposal level instead of only at the system level. This would allow each proposal to control which resource fields are used ...