Ideas

Sync functionality is not intuitive. When the proposal is not submitted, the sync will only integrate library and rate table data, but the user will not be informed. I recommend making a popup warning when sync is used, and the proposal was not su...

Description: Allow the users to change the BOE level to Task/PBS on the proposal even when the workflow is enabled, and there are already BOEs.

Allow the ability to exclude the BOE section from printing and make it clear on the BOE View which section will print and which will not.

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...

Better Reporting for the quick adds. A quick-add report log that shows what changed, like the one for what-ifs.

Description: Location really should act like folders. Cost Volume Pro has the UI that I would like regarding this topic (although admittedly not sure if folders within folders will show up under the parent folder or not in CVP) Use Case/Example:

Description: Locations within a Location should show up within that Parent location, not at the same level. Use Case/Example:

Allows individuals to use another database setup other than Microsoft SQL and Oracle.

The amount of data being intergrated is relatively large and needs to be filtered. We should be able to export based on a dynamic date setting (under Proposal Selections) so that each day it only exports the latest data and not all the data. We us...

Option to unlock the proposal during the sync