All ideas

Feature Request: Material Reporting Functions in BOE Pro Summary: Add Material Ad Hoc, Detail Materials, and Bill of Materials (BOM) reporting directly into BOE Pro, preserving all legacy CE report capabilities. Users should be able to generate, f...

Feature Request: BOM Bulk Import/Export via Excel Summary: Enable users to perform bulk import and export of Bills of Material (BOMs) using Excel files, allowing efficient handling of large datasets while preserving data accuracy and structure. Th...

Feature Request: BOM Refresh and Manual Cost Source Selection Summary: Enable users to refresh the BOM in BOE Pro on demand after running the cost source selection process in an external system. The feature should update BOM structure, part inform...

Feature Request: Unlock Proposal from Multiple UI Entry Points Summary: Add the ability to unlock a proposal directly from both the breadcrumb and the proposal hover menu. This provides users with quick, context-sensitive access to unlock actions ...

Allow batch reports to be saved that do not have default start/end dates for the Period Selection in rate reports (specifically the Rate Band and Indirect Rate reports.) Currently we have a manual work around where we export the batch report out o...

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...

Please create the ability to update multiple indirect pools at one time for proposal-specific overrides. The functionality exists for global indirect pool updates, but often times, clients will have caps on specific indirect rates. As a result, we...

Please add the ability for Flex Shift to adjust the dates of the Materials on the Material tab of the Task without changes the rest of the Task.

Oftentimes, we have to lock a proposal, but users may just leave the proposal open but not be actively using the proposal. As a result, the system will not allow us to lock while "active" users have the proposal open. Please add a button under the...

| Allow rate tables to be locked/unlocked to avoid accidental change when used by multiple people. |