Ideas

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: 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 ...

Feature Request: Configurable validation for BOE calculation discrepancies Summary: Introduce configurable validation options that control how BOE records behave when there are discrepancies between calculated values and direct user inputs. The fe...

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...

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 ...

Description: I would like to propose an enhancement to the Skill Mix table to improve usability, consistency, and clarity for users. Proposed changes Add a “Total” row to the Skill Mix table Introduce a Total row that aggregates and represents a...

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...

Feature Request: Editable Fee Column in Estimate List and Summary View Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filter...

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 ...