All ideas

When updating a resource in the estimates view, changing the cost center doesn't automatically update the resource ID. It only updates when the resource ID is manually refreshed. Can the resource ID be set to auto-refresh whenever any changes are ...

Description: Add "Create Access Tag" feature to the Assign Access Tag screen Use Case/Example: When assigning an access tag to a user or proposal, I realize I don't have the tag I need. I would like to be able to create the needed tag directly fro...

Description: BOEs at the PBS level are not submitted as additional fields to CE. Use Case/Example: User needs to see the BOE field for PBS level BOEs.

Currently, if a child group needs to be moved under a different Parent group, the entire row must be deleted and it has to be rebuilt again under the new Parent group. It would be helpful if all of the existing fields did not have to be deleted. A...

Could "Formula" be enhanced to allow calculations referring to the contents of the Task quantity? For example �1.000,- x Task quantity�.

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...

Allow batch reports to be saved that do not have default start/end dates for the Period Selection in rate reports (specifically the Rate Band and Indirect Rate reports.) Currently we have a manual work around where we export the batch report out o...

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.

I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...