Ideas

Description: The ability to have multiple date fields. The date fields need to be handled like the current date field (summarized the same way) Use Case/Example: I may have several different dates I need to query for.

Description: The ability to add a criteria text field to the ESI field properties and have the user see the criteria in the ESI query. Use Case/Example: The user has to use an * to change the search criteria. Example: *1234 means ending in 1234, 1...

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?

Limited BOE information is passed from BOE Pro to CE...can more information be sent to CE. Reporting in BOE PRO is very limited, which will result in most reporting occurring in CE. For example, BOE ID, BOE Status, Author, Approver, formula name, ...

Description: Add all the proposals I own to the list of My Proposals on the dashboard Use Case/Example:

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...

Description: Currently, when a user creates a PBS, they are automatically assigned to all workflow steps for which they appear in the workflow. An option is needed to create a new PBS to force the creator to be assigned only to the first step. Use...

When adding a new approver need a way to assign them on many proposal once.

Remove the Quick Insert feature from the text area and add it as a menu button to prevent it from blocking text input in its current location.

Auto Number Tasks