Ideas

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time

BOE Reports: A BOE that has an error is able to be printed; however, the errored resources don't print in the BOE. Recommend that the BOE isn't able to be printed if there are errors. See attached example: Picture 2 shows BOE view error Picture 3 ...

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.

Feature Request: Audit alerts and report for unassigned BOE estimates Summary: Provide proposal owners with proactive alerts and reporting to ensure all calculated hours in a proposal have corresponding estimate assignments. This includes a submis...

Long Running Process Visible After closing Browser

Feature Request: System-wide admin banner messages Summary: Enable admins to create and manage system-wide banner messages that are displayed to all users across the platform. Messages should support configurable visibility windows, automatic expi...

Feature Request: Prevent assigning a user to multiple workflow steps Summary: Add an option in the proposal workflow settings to prevent the same user from being assigned to multiple workflow steps on the same PBS/Task. This ensures clear separati...