All ideas

Feature Request: Resource ID Auto-Refresh in Edit Resource Summary: Enable the resource ID to automatically refresh in the edit resource view whenever relevant fields are changed or the record is saved. This would ensure the resource ID stays alig...

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...

Feature Request: BOE Checklist Section and Workflow Gate Summary: Introduce a required, customizable BOE Checklist as its own BOE Section that must be fully completed before a proposal can advance. This ensures all key proposal steps are tracked, ...

Feature Request: Section Library for Cost Volume Templates Summary Introduce a Section Library that enables users to create and maintain reusable sections which can be linked to multiple cost volume templates. This will ensure consistency across t...

Feature Request: Auto-Naming Sub-Folders Based on Section Name Description: When the user selects Add Sub-Folder, the system should automatically name the new folder with the same name as the current section. This will streamline the workflow and ...

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...

Feature Request: Override Direct Cost Per Month in BOE Pro Description: Enable users to override the direct cost per month within BOE Pro. This functionality will allow users to input actual costs for months where completed work has already occurr...

Feature Request: Archive and Restore for Proposal Templates Summary: Introduce the ability to archive and restore proposal templates, enabling teams to manage template lifecycles more flexibly across one or multiple BOE Pro instances. This capabil...

Feature Request: Add companion product reports and outputs to Cost Volume Pro Summary: Enable users to bring reports and specific outputs from companion products, such as Cash Flow Pro and Management Console, directly into Cost Volume Pro. This wo...