Ideas

Please add the ability to setup rules to move proposals to a specified folder based upon specific criteria. Similar to the rules for archiving functionality, we would like to setup rules to auto-move proposals to a given folder, but not archive them.

Please add the ability to pre-map resources to specific scheduled rate categories, such that when selecting a specific resource on an applied scheduled rate table proposal, the scheduled rate will automatically be applied to that resource. Current...

Please add a single report that prints the CER, Burden, and Direct Rates used on the proposal.

Add Two-Factor Authentication option to login security.

| Pivot grid on workflow data, including Associated Users, and steps.This would allow for quick statusing on outstanding items, against other values in the proposal. |

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.

Reports: BOE Detail report generates when there are direct estimates not assigned to a formula. The estimate not assigned to a calculation is excluded from the BOE. Recommend the BOEs not generating if there is this kind of error.

It has the same functionality as the proposal screen, where hovering over users will pop up the other possible choices within the administration family. (And possibly other areas as well) Proposed Functionality: Add quick access to all "Security" ...

Add functionality similar to the change log in CE to see when estimates were changed in the system. This would include the name and time stamp of when a change would be made.