All ideas

Feature Request: Strip Formatting on Paste in BOE Section Summary: Enable users to paste text into the BOE section without carrying over source formatting. This feature should give users a clean-text paste option, so content matches the BOE editor...

Feature Request: Project-level assumptions, risks, and rationale Summary: Enable teams to capture project-level assumptions, risks, and rationale in a dedicated area that is visible during BOE entry. This feature should provide a centralized place...

Feature Request: Proposal Management Assistant Summary: Enable a proposal management assistant that can review proposals before submission, update and manage proposal properties, build and maintain the PBS and assignments, generate reports and inf...

Feature Request: Allow Submitters to Assign the Next Workflow Approver Summary: Enable users advancing a workflow to assign the next approver when the upcoming workflow step is blank. This would support flexible approval paths by allowing the curr...

Feature Request: Auto-deactivate inactive users Summary: Add a configurable system setting that automatically deactivates users after they have not logged in for a specified number of days. Include a configurable notification to warn users before ...

Feature Request: Predefined Dropdown Values for Skill Mix Rationale Summary: Introduce a configurable dropdown in the skill mix table “Rationale” column that uses predefined values. These values should be centrally managed and definable at both th...

Feature Request: Move Email and Webhook Settings to Application Configuration Summary: Move email and webhook settings from the user interface into an application-level JSON configuration file so sensitive values are managed securely and are not v...

Feature Request: MX-Aware Email Settings for Management Pro Summary: Enable Management Pro to support MX-aware email settings so administrators can configure and validate email delivery based on a domain’s mail exchange records. This would help en...

Feature Request: Disable Document Link Sharing at the System Level Summary: Allow account administrators to disable document link sharing across the entire system so that users cannot generate or access shareable document links outside of approved...

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...