All ideas

Summary: Enable round‑trip export of User Field data to Open Plan. Problem Statement: User Fields are ignored during export, causing data loss and incomplete round‑trip synchronization. Proposed Solution: Support exporting ProPricer User Field val...

Summary: Eliminate unintended activities and logic gaps during export to Open Plan. Problem Statement: ProPricer exports can generate unexpected extra activities that have no associated logic, resulting in invalid schedules. Proposed Solution: Ens...

Summary: Allow ProPricer exports to reuse original Open Plan project artifacts. Problem Statement: Exports from ProPricer always create a new project with new calendar and resource files, breaking continuity with the originally imported project. P...

Feature Request: Recycle Bin for Deleted Templates and Proposals Summary: Introduce a Recycle Bin in BOE Pro that temporarily stores deleted templates and proposals. Authorized users can restore these items within a configurable retention period, ...

Feature Request: Role-Based Totals Definitions in Pivot Grid Summary: Add Total Definitions as configurable columns within the Pivot Grid and introduce role-based permissions that control which users can see the totals. This will allow teams to le...

Feature Request: Role-based controls for import duplicate handling Summary: Introduce role-based permissions that control which duplicate-handling options are available during data import, specifically restricting access to the “Replace all” behav...

Feature Request: Save BOEs to the Library without workflow Summary: Enable users to save Basis of Estimate (BOE) records to the central Library even when a proposal does not use workflow. This ensures that valuable BOEs created for small or simple...

Feature Request: Horizontal scrolling in elements sidebar Summary: Enable horizontal scrolling within the BOE Pro elements sidebar so users can access the indicators column without needing to resize the main workspace area. This allows users to ma...

Feature Request: Configurable Activity Feed Levels and Retention Summary: Enable administrators to clearly label the activity feed level (System, Proposal, PBS, Task, BOE) in the UI and configure an automatic activity retention window (e.g., last ...

Feature Request: Indirect Rate Table Override in BOE Pro Summary: Allow users to override the default indirect rate table in BOE Pro so they can reuse a single direct rate table with multiple indirect rate structures. This enables more flexible mo...