All ideas

Feature Request: Restrict Copying and Library Saving for Contract-Specific Proposals Summary: Add a configurable setting that prevents users from copying tasks and BOEs from certain proposals and from saving those proposals’ BOEs to the shared lib...

Feature Request: View-only Access to BOEs on Accessible Proposals Summary: Introduce a role-based permission that allows users to view all BOEs associated with proposals they can access, while restricting edit rights to only those BOEs where they ...

Feature Request: Copy or Move BOE Between Tasks/PBS Elements Summary: Enable users to copy or move a Basis of Estimate (BOE) from one task or PBS element (PBE) to another without recreating it, so that BOEs can be efficiently realigned when the pr...

Feature Request: Incremental AI Formula Detection in BOE Summary: Enable the AI formula detection capability in the BOE to recognize and process only newly added formulas when rerun, without reprocessing or altering formulas that were previously d...

Feature Request: Auto-Adjust Estimates When Task Period Changes Summary: Enable the system to detect when a task’s period of performance is modified and automatically adjust any associated estimate dates that fall outside the new task period, prom...

Feature Request: Configure Dates and Curve on Formula Confirmation Screen Summary: Allow users to set the start date, end date, and curve directly on the formula confirmation screen, reducing navigation and clicks required to finalize formula conf...

Feature Request: Automatic RAM-Based Proposal Access Assignment Summary: Automatically grant users access to a proposal and add them to the appropriate workflow step when they are assigned in the Responsibility Assignment Matrix (RAM), eliminating...

Feature Request: Add Resource Class to BOE Pro Pivot Grid Summary: Enable users to include Resource Class as a dimension in the BOE Pro pivot grid so they can analyze hours by month grouped and filtered by resource classes. Problem Statement: Curr...

Feature Request: BOE Pro In-App FAQs for Views Summary: Enable BOE Pro admins to create and manage internal FAQ articles and associate them with specific BOE views, so that end users can quickly access context-relevant help directly from within th...

Feature Request: Customizable Summary Information Per Tab Summary: Allow users to configure which summary fields and metrics are displayed in each tab, so they can tailor the visible information to their specific workflows and priorities without a...