All ideas

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...

Feature Request: Summary Field-Linked Fee and POP Toggles Summary: Introduce configurable Fee (%) and Period of Performance (POP) options directly on custom task field values, allowing users to automatically populate Fee and POP dates on task crea...

Feature Request: RAM Group Admin Management Summary: Introduce the ability to designate one or more administrators per RAM Group who can manage RAM elements specifically associated with their group. These RAM Group Admins will have focused access ...

Feature Request: Enhanced Value Formatting in Sections Description: Add support for including both "Query Values" and "Actual Values" as formatted sections, with the ability to list all values separated by commas for improved readability and repor...

Feature Request: Add Filters to Users Admin View Overview: Enhance the Users admin view in BOE Pro by adding filter functionality, making it easier for administrators to find and manage users. These filters should work consistently with those foun...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: Assign People to Structure Sections on the RAM Description: Enhance the Responsibility Assignment Matrix (RAM) by enabling users to assign specific people or roles to individual Structure sections. This functionality will allow fo...

Description: Include Section title when document is appended Use Case/Example: Feature Request: Automatically Include Section Title When Appending Documents Problem: When documents are appended, the section title and number is not included, which ...

Feature Request: Export Text Report Attachments as ZIP Description: Enhance the text report export functionality to allow users to export all attachments linked to a text report as a ZIP file. When a user prints or exports a text report to PDF, th...

Feature Request: Copy and Modify ESI Lookups Summary: Enable users to easily duplicate (copy) an existing ESI lookup in the BOE and modify its parameters to create a new lookup efficiently. Problem: Users often need to create new ESI queries tha...