Ideas

Feature Request: Show zero-hour resources in Estimate List Summary: Display all resources associated with a proposal in the Estimate List, including those with zero hours or cost, so users can quickly identify and manage resources that have not ye...

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Description: We would like the added functionality to map indirect elements in the Comparison Indirect Rate Report similar to reports like Comparison Detail Cost Breakdown. Use Case/Example: If we create a new algorithm, the indirect elements and/...

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...

Feature Request: Configurable validation for BOE calculation discrepancies Summary: Introduce configurable validation options that control how BOE records behave when there are discrepancies between calculated values and direct user inputs. The fe...

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...

Feature Request: Pivot Grid Support for Resource ID Summary: Enable the Pivot Grid to include and aggregate on Resource ID so users can analyze BOE Pro data at the individual resource level. This will allow teams to pivot, filter, and report on me...

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...