All ideas

Feature Request: Save and Close for BOE Authoring Summary: Add a Save and Close button at the bottom of the BOE authoring view and in the BOE submission popup. This allows users to save their work and exit without submitting the BOE. Problem State...

Feature Request: Reduce White Space and Enable Full-Screen Editing in Authoring View Summary: Optimize the Formula Conformation and Desecrates areas in Authoring View by reducing unused white space and providing a full-screen option. This will all...

Feature Request: System-Level Default for Arithmetic Total Summary: Enable administrators to set Arithmetic Total to on or off by default at the system level, ensuring consistent use across the organization and reducing manual configuration. Probl...

Feature Request: Automatic Rate Type Detection in AI Formula Parsing Summary: Enable AI formula parsing to automatically identify and select the appropriate result type based on the equation and its accompanying text, reducing manual selection dur...

Feature Request: Copy Skill Mix to Directs with Calculations Summary: Enable users to copy a completed Skill Mix table to the Directs tab and apply a selected calculation to automatically populate resource hours. Problem Statement: Users who creat...

Feature Request: Configurable PBS and Task BOE Sections Summary: Enable administrators or users to configure which sections appear in PBS-level versus task-level Basis of Estimate (BOE) records. This would allow each BOE level to present only the ...

Feature Request: Role-Based Restore Permission Summary: Introduce a dedicated role permission for restoring deleted items. Only users with this permission should be able to undelete records, ensuring that restore actions are limited to authorized ...

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: 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: Sync resource grouping from CE to BOE Pro Summary: Enable users to assign predefined resource groups from CE to a formula in BOE Pro so the system can automatically distribute total formula hours across the grouped resources based...