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Time Phased Formulas

Feature Request: Configure Dates and Curve on Formula Confirmation Screen Summary: Allow users to set the start date, end date, and curve directly on the formula confirmation screen, reducing navigation and clicks required to finalize formula conf...
about 1 month ago in BOE Pro 0 Planned

Import Table of Contents

Feature Request: Intelligent Table of Contents Import from Word Summary: Automatically detect and correctly import Microsoft Word tables of contents as structured Table of Contents sections instead of plain text when bringing Word documents into t...
about 1 month ago in Cost Volume Pro 0 Future consideration

Combined Bulk Import File

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...
about 1 year ago in BOE Pro 0 Future consideration

Define Proposal Filters Directly within Integration Pro

Feature Request: Define Proposal Filters Directly in Integration Pro Summary: Allow users to define and manage proposal filters directly within the Integration Pro user interface, removing the dependency on preconfigured Proposal Selections in Pro...
24 days ago in Integration Pro 0 Planned

Customizable Summary Information Per Tab

Feature Request: Customizable Summary Information Per Tab Summary: Allow users to configure which summary fields and metrics are displayed in each tab, so they can tailor the visible information to their specific workflows and priorities without a...
about 2 months ago in BOE Pro 0 Future consideration

Nested ER-Based Derivative Estimates

Feature Request: Nested ER-Based Derivative Estimates Summary: Enable users to perform derivative estimates on other derivatives, specifically allowing Estimated Results (ERs) to be used as the basis for additional ERs. This would support multi-st...
about 2 months ago in BOE Pro 0 Future consideration

Subtotals in All Relevant Tabs

Feature Request: Subtotals in All Relevant Tabs Summary: Add subtotal calculations to the Calculations, Direct, ER Results, and Travel tabs so users can quickly see intermediate totals without exporting data or manually summing values. This will p...
about 2 months ago in BOE Pro 0 Future consideration

Incremental AI Formula Updates

Feature Request: Incremental AI Formula Updates Summary: Enable the AI to perform incremental, repetitive update passes that identify and generate only new or missing formulas, without reprocessing or modifying formulas that have already been crea...
about 2 months ago in BOE Pro 0 Future consideration

Cascade Delete BOE and Resources

Feature Request: Cascade deletion of BOE-related resources Summary: Enable automatic cascade deletion of all BOE‑linked elements (such as resources, travel, and other cost items) when a BOE is deleted from a proposal. This ensures that removing a ...
8 months ago in BOE Pro 0 Planned

Auto Deactivate After x Number of days

Description: Add a setting to the system setting to auto deactivate the user if they have not logged in a set number of days. Add a configurable notification new for the user that they will lose access if they don't log in. Use Case/Example:
9 months ago in Authorization Server 0 Planned