Ideas

That ability to have a predefined set of ERs can be selected at the BOE.

Feature Request: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...

Feature Request: Responsive Button Visibility Across Screen Sizes Summary: Ensure all critical action buttons (e.g., Submit, Cancel, Save, Apply) remain visible and easily discoverable across varying screen sizes and resolutions. The feature shoul...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...

Feature Request: FTE Metrics on Pivot Grid Summary: Enable users to view and analyze Full-Time Equivalent (FTE) data directly in the pivot grid. The pivot grid should support FTE-based calculations (e.g., allocated FTE, remaining FTE, total FTE by...

Feature Request: Auto-filter resources by cost type Summary: Automatically filter the available resource list for a calculation based on the calculation’s cost type (Hours, Cost, or Heads), so users only see relevant resources when assigning them....

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...

Feature Request: Scannable Activity Feed with Visual Cues Summary: Improve the activity feed so users can quickly understand what happened at a glance, without reading every word. The feed should use structured layout, visual indicators, and clear...

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...