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Automatically add users to the workflow step and the access to the proposal when assigned on the RAM

Feature Request: Automatic RAM-Based Proposal Access Assignment Summary: Automatically grant users access to a proposal and add them to the appropriate workflow step when they are assigned in the Responsibility Assignment Matrix (RAM), eliminating...
about 2 months ago in BOE Pro 0 Future consideration

Streamlined license reassignment for users

Feature Request: Streamlined license reassignment for users Summary: Enable admins to automatically deselect and reselect all users associated with a license key when changing that key, eliminating the need for manual deselection and ensuring that...
about 1 month ago in Authorization Server 0 Planned

Restrict Copying and Library Saving for Contract-Specific Proposals

Feature Request: Restrict Copying and Library Saving for Contract-Specific Proposals Summary: Add a configurable setting that prevents users from copying tasks and BOEs from certain proposals and from saving those proposals’ BOEs to the shared lib...
about 1 month ago in BOE Pro 0 Future consideration

Copy/Move a BOE to another Task/PBS

Feature Request: Copy or Move BOE Between Tasks/PBS Elements Summary: Enable users to copy or move a Basis of Estimate (BOE) from one task or PBS element (PBE) to another without recreating it, so that BOEs can be efficiently realigned when the pr...
about 1 month ago in BOE Pro 0 Future consideration

BOE Activity Feed Updates for Variable Changes

Feature Request: BOE Activity Feed Updates for Variable Changes Summary: Add automated activity feed entries to each impacted BOE whenever a variable in proposal properties is changed. The entry should clearly indicate that a variable used in the ...
17 days ago in BOE Pro 0 Planned

Notify BOE workflow participants from Cost Impact Confirmation

Feature Request: Notify BOE workflow participants from Cost Impact Confirmation Summary: Add an optional checkbox to the Variable BOE Cost Impact Confirmation popup labeled "Notify BOE workflow participants," which when selected will trigger an em...
17 days ago in BOE Pro 0 Planned

Variable BOE Cost Impact Confirmation Popup

Feature Request: BOE Cost Impact Confirmation Popup Summary: Display a confirmation popup whenever a change to a proposal-level variable will affect the cost of one or more BOEs. The popup should list all impacted BOEs and require explicit user co...
17 days ago in BOE Pro 0 Planned

Single Bulk Import for Travel

Feature Request: Single Bulk Import for Travel Summary: Provide users with the ability to import all travel-related data in a single action via a multi-tabbed Excel upload, similar to the existing Ram view. This will streamline data entry for comp...
9 months ago in BOE Pro 0 Planned

Confirmation and cascading deletion for BOE-linked calculations and estimates

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...
18 days ago in BOE Pro 0 Planned

Incremental AI Formula Detection in BOE

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...
about 1 month ago in BOE Pro 0 Planned