All ideas

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. |

Feature Request: Preview mode for proposal-altering commands Summary: Introduce a Preview mode for commands that modify proposals (such as Bulk Import and Create From BOE Library) so users can review the exact changes that will be applied before c...

Pagination for the will return a set number of items per page when retrieving the proposal list. The purposes are to be able to retrieve large data sets faster. The primary data set is the proposal list.

This will be very helpful for our long list of departments in our resource fields.

Enhance the system to allow users to print the Basis of Estimate (BOE) text organized by Work Breakdown Structure (WBS) at both the Task and Product Breakdown Structure (PBS) levels simultaneously. This functionality should enable comprehensive re...

Feature Request: Proposal User Fields from CE Summary: Support syncing and exposing proposal-level user fields from the Contractor Edition (CE) system into BOE Pro, so that key proposal metadata (e.g., customer, capture manager, contract type, pro...

Instead of having two templates, combine these two into one template.

Feature Request: Subtasks for Workflow Steps Summary: Enable users to define and manage subtasks within each step of a workflow, ensuring that all required actions are clearly documented and completed before the workflow can advance. This provides...

Feature Request: Drag Task to Another PBS Summary: Enable users to drag and drop a task from one PBS element to another, with clear rules that prevent movement when the task is connected to a BOE at the PBS level. This provides a faster, more intu...