All ideas

Feature Request: Define Proposal Filters Directly in Integration Pro Summary: Allow users to define and manage proposal filters directly within the Integration Pro user interface, removing the dependency on preconfigured Proposal Selections in Pro...

Feature Request: Role-Based Totals Definitions in Pivot Grid Summary: Add Total Definitions as configurable columns within the Pivot Grid and introduce role-based permissions that control which users can see the totals. This will allow teams to le...

Feature Request: Recycle Bin for Deleted Templates and Proposals Summary: Introduce a Recycle Bin in BOE Pro that temporarily stores deleted templates and proposals. Authorized users can restore these items within a configurable retention period, ...

Feature Request: Role-based controls for import duplicate handling Summary: Introduce role-based permissions that control which duplicate-handling options are available during data import, specifically restricting access to the “Replace all” behav...

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...

Feature Request: Show zero-hour resources in Estimate List Summary: Display all resources associated with a proposal in the Estimate List, including those with zero hours or cost, so users can quickly identify and manage resources that have not ye...

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...

Feature Request: Default Curve selection for estimates Summary: Introduce the ability in BOE Pro to define a default Curve (or require explicit Curve selection) when entering an estimate, mirroring the existing capability in CE. This ensures every...

Feature Request: Summary Field-Linked Fee and POP Toggles Summary: Introduce configurable Fee (%) and Period of Performance (POP) options directly on custom task field values, allowing users to automatically populate Fee and POP dates on task crea...