All ideas

Feature Request: Persist PBS Selection Across BOE and Estimates Views Summary: Enable the application to remember and persist the user’s selected PBS element when switching between the BOE view and the Estimates view, so that the same PBS item rem...

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: 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: 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: 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...