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...

Feature Request: Date Entry Like CE Summary: Enable users to quickly enter and adjust proposal dates (Start Date, End Date, Due Date) using a more efficient date entry interaction, similar to the CE experience. The goal is to minimize clicks and m...

The alignment of the title and the contents within a column don't align. For example, the BOE ID and BOE Version titles are left aligned, but the data is right aligned. Being out of alignment can make it harder to review the data.

Feature Request: Multi-select options for BOE section lists Summary: Enable users to select multiple values from a list-based BOE section (drop-down) in the BOE View, so that a single section can accurately capture scenarios where more than one op...

Feature Request: Bulk BOE Section Requirement Toggle Summary: Introduce a control in Proposal Properties that allows users to set all BOE sections to “required” (or clear the requirement) in a single action, instead of configuring each section ind...

Feature Request: Prevent Printing BOEs with Errors Summary: Prevent users from printing a BOE when it contains errors, including unassigned estimates or other invalid resource conditions. This ensures that printed BOE reports are complete, accurat...

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...

ProPricer data in the default text section level. The ability to set ProPRcier data in the document templates.

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...