All ideas

Global Archive and Restore features don't bring over all / correct data. 1) For Proposal Archive & Restore it does not bring over the original owner / creator but instead puts the name of the person doing the archive and restore function (this...

Summary: Enable users to automatically select the most appropriate labor rate for proposal line items based on configurable business rules. Similar to the material consolidation process, this feature would evaluate available labor rates after user...

Feature Request: Configurable workflow steps by RAM group Summary: Enable users to choose which configured workflow steps apply to each RAM group. This would allow line managers to selectively apply author and approval steps at the group level ins...

Feature Request: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

Description: Current there is overlap between products on the use of Access Tags. Move all access tag management to Authorization Sever so access tag can be managed in one place. Use Case/Example: Currently a user my access several different produ...

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: Allow Submitters to Assign the Next Workflow Approver Summary: Enable users advancing a workflow to assign the next approver when the upcoming workflow step is blank. This would support flexible approval paths by allowing the curr...

Feature Request: Move Email and Webhook Settings to Application Configuration Summary: Move email and webhook settings from the user interface into an application-level JSON configuration file so sensitive values are managed securely and are not v...

Feature Request: MX-Aware Email Settings for Management Pro Summary: Enable Management Pro to support MX-aware email settings so administrators can configure and validate email delivery based on a domain’s mail exchange records. This would help en...

Feature Request: Clear proposal resource and task overrides Summary: Enable users to remove resource field overrides and task field overrides from a proposal after they have been applied. This feature should allow users to reset overridden values ...