Ideas

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...

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...

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: Customizable Summary Information Per Tab Summary: Allow users to configure which summary fields and metrics are displayed in each tab, so they can tailor the visible information to their specific workflows and priorities without a...

Feature Request: Nested ER-Based Derivative Estimates Summary: Enable users to perform derivative estimates on other derivatives, specifically allowing Estimated Results (ERs) to be used as the basis for additional ERs. This would support multi-st...

Feature Request: Subtotals in All Relevant Tabs Summary: Add subtotal calculations to the Calculations, Direct, ER Results, and Travel tabs so users can quickly see intermediate totals without exporting data or manually summing values. This will p...

Feature Request: Incremental AI Formula Updates Summary: Enable the AI to perform incremental, repetitive update passes that identify and generate only new or missing formulas, without reprocessing or modifying formulas that have already been crea...

Feature Request: Save BOEs to the Library without workflow Summary: Enable users to save Basis of Estimate (BOE) records to the central Library even when a proposal does not use workflow. This ensures that valuable BOEs created for small or simple...

Feature Request: Horizontal scrolling in elements sidebar Summary: Enable horizontal scrolling within the BOE Pro elements sidebar so users can access the indicators column without needing to resize the main workspace area. This allows users to ma...

Feature Request: Configurable Activity Feed Levels and Retention Summary: Enable administrators to clearly label the activity feed level (System, Proposal, PBS, Task, BOE) in the UI and configure an automatic activity retention window (e.g., last ...