All ideas

Feature Request: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...

Feature Request: Scannable Activity Feed with Visual Cues Summary: Improve the activity feed so users can quickly understand what happened at a glance, without reading every word. The feed should use structured layout, visual indicators, and clear...

Once PIVOT layout format is created, can we add a feature to LOCK or Protect the layout so that by accident no one else can overwrite it?

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.

Feature Request: Resource Code Mapping in Proposal Templates Summary: Enable proposal templates to include a Resource Code Mapping tab, allowing users to predefine and maintain a standard mapping between resources and their associated codes. This ...

The ability to assign custom fields to a user will appear in the Users and Matrix windows for sorting.

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...