All ideas

Feature Request: Effective-Dated Resource Field Values Summary: Enable users to define effective dates for resource field values so that the system automatically applies the correct default value when resources are spread on a proposal, based on t...

Feature Request: Global Section Settings Toggle Summary: Introduce the ability to manage section-level settings (such as auto-numbering) globally across an entire document, so users can turn these options on or off in a single action instead of co...

Description: Every 6 months it is required to reactivate the license for the propricer contractor edition service. Currently it appears required for a human to perform the activation and restart the service. Improvement is requested to allow us a ...

Feature Request: Separate Number and Element Name Columns for Excel Import Summary: Enable users to import tasks from Excel using separate columns for PBS/task number and PBS/task name, instead of requiring both values in a single combined cell. T...

Feature Request: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...

Feature Request: Configurable Proposal Submit Location Summary: Allow users to predefine a default submit location on the Integration tab of proposal properties and templates so that proposals are automatically submitted to the selected folder eac...

Feature Request: Persistent Auto Numbering for BOE Items Summary: Ensure that auto numbering for BOE-related items (e.g., Tasks and PBSs) always assigns the next available number in the sequence, even when prior numbers are removed from the propos...

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

Feature Request: Add Resource Class to BOE Pro Pivot Grid Summary: Enable users to include Resource Class as a dimension in the BOE Pro pivot grid so they can analyze hours by month grouped and filtered by resource classes. Problem Statement: Curr...

Feature Request: BOE Pro In-App FAQs for Views Summary: Enable BOE Pro admins to create and manage internal FAQ articles and associate them with specific BOE views, so that end users can quickly access context-relevant help directly from within th...