All ideas

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...

Feature Request: Comment Status Indicators on Section Cards Summary: Add visual comment indicators to each section card in the section view so users can quickly see where comments exist and what their current status is, without opening each sectio...

Description: Add functionality to proposal CERs to allow for CER derivatives to be applied or assigned to different areas on the proposal via Task Selection. Use Case/Example: I set up a multi-derivative CER, but I want each derivative value to be...

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 ...

Description: Notify the user when they try to leave the RAM without assigning all the users to the workflow steps. Use Case/Example: It's easy to forget to go to the user workflow assignment after adding the RAM groups.

Description: The ability to manage user with active directory Use Case/Example: User for being added and removed daily from BOE Pro. Right now, the user has to be managed manually taking a lot of time. If user access could be managed via the activ...

Description: Upload multiple Summary Fields and Resources Fields w/ I.E. tool at one time Use Case/Example: It would be really great if we had the ability to upload multiple Summary/Resource Field Value Lists at the same time. Currently, when uplo...

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...

Feature Request: Three-Point Estimating in BOE Pro Summary: Introduce native three-point estimating (optimistic, most likely, pessimistic) in BOE Pro so estimators can capture uncertainty and variability in effort and cost estimates directly withi...

Feature Request: One-click SOW access from PBS elements Summary: Provide a clearly visible SOW button on every PBS element in both the BOE View and the Estimating View. With a single click, users can open the associated Statement of Work (SOW) for...