All ideas

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.

It has the same functionality as the proposal screen, where hovering over users will pop up the other possible choices within the administration family. (And possibly other areas as well) Proposed Functionality: Add quick access to all "Security" ...

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.

Similar to the BOE View screen where the user has an option to customize what items are seen at the top of the page, adding that functionality to the Dashboard will help the users be able to expand the both the estimate and cost by year screens at...

Add the ability to refresh the resource fields based upon the current rate tables. For example, if staff switch report categories between revisions and the data is copied from a previous proposal, the report category remains as it was originally a...

Please add the Resource Class to the Excel Export

Allow me to define a default Learning Curve and then I can change in the instances I need.

Please add the ability to easily copy a row within the Material View, as the functionality exists for Resources or Travel within their respective Views. We generally use proposal-specific parts as most of our purchases aren't repeatable purchases....

Why have this limited to PO, Quote and Misc? Why don't you treat the field in the Cost Source table just like a Resource. Let the Admin create their own list of Cost Sources by creating a list. This makes it very customizable for each company and ...