All ideas

Feature Request: Preserve Resource Assignments When Copying BOEs Summary: Include an option to retain assigned resource IDs when copying a BOE from one PBS element to another. This allows estimators to duplicate BOEs for similar scopes of work wit...

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...

Please add the ability to revoke access/edits to Locked Proposal Permission Overrides at a role-based level. Currently, Locked Proposal Rights can be restricted for all users/roles as an "all or nothing" approach. However, adding a role-based cont...

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...

Description: The ability in CE to set a default Curve is needed in BOE Pro; the default curve can also be blank, requiring the use to select one. Use Case/Example:

Feature Request: Continuous Numbering for Appended Word Headings Summary: Enable continuous, automatic renumbering of numbered headings when appending Word documents into a Cost Volume section, so that the imported headings follow the existing num...

Feature Request: Section-Level Font Overrides in Proposals Summary: Allow proposal owners or administrators to define and override fonts on a per-section basis within a proposal. This enables each section (e.g., Work Description, Rationale) to use...

Description: Enable users to copy a PBS or Task to a different Task or PBS, or perform bulk copy operations within and across proposals. This includes the ability to copy multiple PBS/Tasks or selected data from one location to another, as well as...