All ideas

Feature Request: Persistent Grid Layout Summary: Enable a persistent grid layout that preserves the user’s preferred screen spacing and layout configuration. This feature should ensure that once a user adjusts the layout to create more visible wor...

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...

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...

Feature Request: Task Column Totals and Visible Task Descriptions Summary: Enable a total row when tasks are displayed in columns on the estimates view and make the task description visible within each tile beneath or alongside the task name. This...

Summary: Enable a summary grid at the bottom of Staffing View that mirrors the calculation and pricing details available in Resource View. The grid should summarize staffing input data by applying rates to hours, units, and costs to show direct co...

Feature Request: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...

Summary: Enable the Bid Rates tab to treat Percentile and Level as part of the uniqueness criteria for RFP labor categories. This would allow users to create separate bid rate entries for the same labor category and location when the actual rate d...

Summary: Enable users to mark individual Resource Fields in Proposal Properties as “Rate Attributes,” determining whether each field contributes to the Bid Rates or Base Rate uniqueness key for Services (Rate Builder) proposals. This gives users e...

Summary: Enable the Rate Builder to automatically pre-populate Bid Rate rows from existing Base Rates data, and allow new Bid Rate entries to be created on demand directly from the Staffing View, eliminating the requirement to manually build every...

Summary: Eliminate the Base Rate Labor Categories section/tab from the user interface and allow users to manage Base Rate values exclusively within the Base Rates section. The underlying backend table can remain in place to support existing data s...