Description Add the Resource Code Mapping Tab (and ability to Map the codes to resources) to Proposal Templates. Use Case I have the same mapping for all of my resources, and they only change once a year; I need to be able to create all my proposa...
Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Pagination for the will return a set number of items per page when retrieving the proposal list. The purposes are to be able to retrieve large data sets faster. The primary data set is the proposal list.
RAM suggestions: "Show workflow steps" the default view
Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Add support for updating Unit of Measure (UM) field via API
Description: Currently, the API does not support updating the Unit of Measure (UM) field for cost sources. Our team requires this functionality to ensure data consistency and accuracy in our quotes and proposals. We kindly request that this featur...
Automatically hide BOE List Values that do not have Text Section mapped to them
Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...