All ideas

Feature Request: Row-based month entry for detailed inputs Summary: Enable users to enter and view monthly values with months displayed as rows instead of columns in the BOE and Estimates detailed inputs. This should support easy copy-paste from E...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...

The concurrent license validation is required every 6 months. Could an enhancement be made to provide some sort of alert when the validation will be required within the next N days? This will allow for me to plan downtime with the users to validat...

Just like the Update Current Proposal offers the ability to update the CERs, it would be nice if there was the same option on the templates.

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...

Feature Request: Offline BOEs and BOE Section Import Summary: Enable users to download BOE templates, work on them offline, and later import completed BOEs or BOE sections back into BOE Pro. This feature would allow users to continue creating and ...

Feature Request: Multi-select PBS elements in RAM View Summary: Add the ability for users to select one or multiple PBS elements directly within the RAM View so they can perform bulk actions such as export or delete on the selected set, rather tha...

Feature Request: Flexible BOE Versioning and Change Tracking Summary: Introduce flexible BOE versioning that allows users to manually create versions at any point in the workflow, automatically create a final version at the end of the workflow, re...

Feature Request: Ability to Favorite Proposals for Quick Access Summary: Introduce a “favorite” or “star” capability that allows users to mark specific proposals and quickly access them from the dashboard and proposal list views. This will provide...

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...