Ideas

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular. Both of these examples technically can be done in the the BOE view today, but that requires the estimator to manually set-up each scenario. If the RAM ...

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...

* BOE Pro does not inherit 'Required' status for External Resource Fields* External Resource Fields also can't be marked as required after creating the proposal.* Resource Field Mapping does not work in Quick Add. Is that intentional?* Can the abi...

* Can the ability be added to change view of Resource Fields? i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) a...

The ability to create tasks while adding resources to the BOE View

When a user creates a PBS, who is not a RAM admin, add them to the first step of the workflow automatically and create a popup so they can select the users assigned to the other steps of the workflow for that PBS. Users should only be able to sele...

Description: when the user clicks the instructions for a BOE section. Open those instructions in a different browser tab. Use Case/Example: The user may need to see the instructions and work on the BOE simultaneously.

Description: Add a warning if the user selects replace all for the import type. Should require the user to acknowledge that proceeding will delete everything before proceeding. Use Case/Example: The user is a few resources selecting replace all re...

Description: Currently, when there is a login error, the error is displayed to the user. Add a setting to show the user a generic login failed error instead. Use Case/Example: