Ideas

Feature Request: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

Feature Request: Archive and Restore Global BOE Pro Configuration Data Summary: Provide administrators with a robust archive and restore mechanism for BOE Pro global configuration data. The feature will enable selective export and import of config...

Feature Request: Task Totals on the Estimates View Summary: Add the ability to display a calculated total for each task in a PBS directly on the Estimates View. This will give users an immediate, roll-up view of task-level effort or cost without n...

Feature Request: Notifications when users are removed from proposal access Summary: Notify proposal and PBS owners when a user loses access to in-work proposals so they can promptly reassign responsibilities. The system should automatically remove...

Feature Request: Direct Cost Visibility on Proposal Dashboard Summary: Add a clear Direct Cost value to the proposal dashboard so users can immediately see the full cost structure of a proposal, including costs derived from base resources. This pr...

Feature Request: Display CER Values and Update Controls on Dashboard Summary: Add visibility of CER (Cost Estimating Relationship) calculated values directly on the proposal dashboard, along with an “Update CERs” action. This enables users to quic...

Feature Request: Override Direct Cost Per Month in BOE Pro Description: Enable users to override the direct cost per month within BOE Pro. This functionality will allow users to input actual costs for months where completed work has already occurr...

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Feature Request: Section Settings for Formatted Actuals and Skill Mix Description: Introduce a section-level configuration that enables administrators to restrict specific sections to accept only Formatted Actuals or Skill Mix data types. This ens...

Feature Request: Maintain Formula Links when Using Replace All Summary: Ensure that formula links and references remain intact when users perform a global “Replace All” operation on text, labels, or identifiers. The feature should intelligently up...