Ideas

Feature Request: Copy and Bulk Copy BOEs Across Tasks, PBS, and Proposals Summary: Enable users to copy and bulk copy BOEs, PBS, and Tasks within and across proposals. Users should be able to duplicate, move, or merge BOEs and related PBS/Task str...

Feature Request: Preserve Resource Assignments When Copying BOEs Summary: Include an option to retain assigned resource IDs when copying a BOE from one PBS element to another. This allows estimators to duplicate BOEs for similar scopes of work wit...

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...

Feature Request: Quarter-Based Time Phasing and Grouped Pivot Selections Summary: Enable users to pivot data by fiscal quarter (QTR) in the BOE Pro pivot grid and organize pivot selection fields into logical, expandable groups (e.g., Resource, Tas...

Feature Request: Summary Field Mapping and List Value Synchronization Summary: Enable administrators to centrally define and maintain mappings between BOE Pro summary fields and corresponding CE fields, including their list values. The feature sho...

Feature Request: Location- and Folder-Based Access Tags Summary: Introduce access tags for locations and folders that control user visibility and editing rights. Users should only see and interact with locations and proposals for which they have t...

Feature Request: Prevent Duplicate Proposal Resource Fields Summary: Add validation to prevent users from creating proposal-level resource fields with the same name as existing global resource fields. This will ensure consistency between proposal ...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Feature Request: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...