All ideas

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

Feature Request: Create Access Tag from Assign Access Tag Screen Summary: Enable users to create a new access tag directly from the Assign Access Tag screen when the desired tag does not yet exist. This inline creation capability should streamline...

Feature Request: Proposal Event Notifications for Owners/Managers Summary: Enable proposal owners and managers to configure and receive notifications when key events occur on their proposals. This includes updates such as new attachments, status c...

Feature Request: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...

Description: The ability to provide a pivot of costs that is linked to sections of the document. Use Case/Example: User needs to be able to create a table of cost linked to specification of the document.

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...

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?

Feature Request: FTE Metrics on Pivot Grid Summary: Enable users to view and analyze Full-Time Equivalent (FTE) data directly in the pivot grid. The pivot grid should support FTE-based calculations (e.g., allocated FTE, remaining FTE, total FTE by...

Description: Now that PP Imp/Exp is no longer an add-on in excel. We need functionality to treat it like other import / export functions. Use Case/Example: We have a API that controls data imports, users should not be utilizing the pp imp/exp tool...

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 ...