All ideas

Feature Request: RAM View Filter by Workflow Assignees Summary: Enable users to filter the RAM view by proposal workflow assignees through a dedicated, filterable column. This will allow teams to quickly identify and select only those users who ar...

That ability to have a predefined set of ERs can be selected at the BOE.

Enhance the system to allow users to print the Basis of Estimate (BOE) text organized by Work Breakdown Structure (WBS) at both the Task and Product Breakdown Structure (PBS) levels simultaneously. This functionality should enable comprehensive re...

Feature Request: Jump from BOE Summary Widget to Filtered Estimate List Summary: Enable users to click any unassigned value in the Total Hours/Units/Cost summary widget on the BOE List and automatically open the Estimates List pre-filtered to show...

Description: The ability to provide a pivot of costs that is linked to sections of the document. Use Case/Example: User needs to be able to create a table of cost linked to specification of the document.

Feature Request: Responsive Button Visibility Across Screen Sizes Summary: Ensure all critical action buttons (e.g., Submit, Cancel, Save, Apply) remain visible and easily discoverable across varying screen sizes and resolutions. The feature shoul...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...

Description: Tooltips for the document types Use Case/Example: There are a lot of types of handling for documents, Append, Embedded, ETC and the user may not know what each option does. Add a tooltip to each one with a brief description of what ea...

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...

Feature Request: FTE Metrics on Pivot Grid Summary: Enable users to view and analyze Full-Time Equivalent (FTE) data directly in the pivot grid. The pivot grid should support FTE-based calculations (e.g., allocated FTE, remaining FTE, total FTE by...