All ideas

Feature Request: Dynamic BOE Approval Workflow by Hours/Cost Summary: Enable users to configure a dynamic approval workflow for BOEs within a proposal, where routing is automatically determined by defined hours or cost thresholds. This would allow...

Feature Request: Restrict Assignable Roles in Workflow Steps Summary: Enable administrators to control which roles can be assigned to workflow steps, so restricted roles such as admin cannot be selected where they are not appropriate. This would h...

Feature Request: Default Auto-Fill for Blank Resource Fields on Import Summary: Enable the import process to automatically populate blank Resource fields with a predefined default value. This ensures imported records remain complete and consistent...

Feature Request: Smart Sections Nested Dropdowns Summary: Enable Smart Sections within BOE Pro sections to support multiple levels of nested dropdowns. This would allow users to organize section content in a more structured and streamlined way, ma...

Feature Request: Confirmation and cascading deletion for BOE-linked calculations and estimates Summary: Prompt users when deleting BOE text that is linked to calculations and provide an option to automatically remove the associated calculations an...

Feature Request: Task Column Totals and Visible Task Descriptions Summary: Enable a total row when tasks are displayed in columns on the estimates view and make the task description visible within each tile beneath or alongside the task name. This...

Feature Request: Increase BOE Section Text Limit Visibility Summary: Provide users with real-time visibility into the amount of text entered in BOE sections and warn them before saving when they are approaching or exceeding the maximum allowed siz...

Feature Request: Combined Bulk Estimate Import File Summary: Provide a single combined import capability that allows estimators to upload all estimate-related data (WBS, tasks, resources, and hours/cost spreads) in one file, instead of managing mu...

Feature Request: Exclude Admin-Only Role from Workflow Step Assignment Summary: Prevent admin-only role from appearing in the available-role dropdown when assigning roles to workflow steps. This ensures users can only select appropriate roles for ...

Feature Request: Display Only Query Values in ESI Field Selection Summary: Enable the ESI to display only the query value when a Qry field is selected, rather than showing the full field prefix and value together. This would simplify the field dis...