All ideas

Feature Request: Assign RAM Group members to workflow roles Summary: Enable administrators to assign specific individuals within the RAM Group to defined workflow roles (e.g., Reviewer, Approver, Implementer) so that responsibilities are clear, ro...

The ability to report the cash flow in any currency.

Feature Request: Set default view when opening a proposal Summary: Introduce a user-specific setting that allows estimators to define which proposal view (e.g., BOE View) opens by default when they double-click a proposal. This ensures the proposa...

Feature Request: Delete PBS Parent With Child Retention Options Summary: Provide users with options when deleting a PBS item to either delete its children or keep them by reassigning them to a new parent (including the root where valid). This ensu...

Description: Allow the assigning of Access Tags to locations. When a Cost Volume is saved in an area, it should inherit all the access tags from the location. If the Cost Volume is moved to a different location, the inherited access tags are updat...

Please add the ability to change the timescale to a specific fiscal period when estimating hours/costs on a monthly basis. It would be very useful to be able to use the annualized timescale toggle to estimate based upon a specified fiscal period (...

Please add the ability to give specific user roles the ability to move proposals between specific folders without giving them the ability to Add or Modify existing folders. Essentially, we would like to give our Estimator Roles the ability to move...

Please add the ability for a system setting to lock down the timescale dropdown menu from being changed by users. We price on a monthly basis and users should never switch the timescale at the proposal level. Once this field is changed, there isn'...

Please add the ability to create a material selection on proposal-specific parts that are not in the parts library. Currently, the Material Selection is limited to the common parts library list only. However, we mostly price proposal-specific part...

Changes made to the Header and Footer of the structure will automatically apply to all child sections within that structure. This ensures consistency across the document by propagating updates from the parent section to its associated child sectio...