All ideas

Description: Summary Field Mapping and Summary Field List Values Sync Use Case/Example: The user needs to maintain a set of summaries of fields and their mapping in CE, and sync that mapping and the summary field list values from CE.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...

Description: Double-clicking a formula in the Section view opens the Add Estimate window, where the estimator can add resources, worth leaving the BOE Section. Use Case/Example: Having to go to a different screen to enter estimates creates extra c...

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.

Description: Access Tags can be temporary. Currently, if they are used, they cannot be deleted. Add an option to Unassing All to the access tag. Clicking the unassign all will remove the access tag from all assigned places. Use Case/Example: An ac...

Description: Users can only see all BOEs on a proposal if assigned in the RAM or by a RAM Admin. Create an option for proposals to make all the BOEs visible to all users as read-only. Provide a default setting in the system settings. Use Case/Exam...

Description: Prompt to remove estimates when deleting a formula. Save the user time by prompting them when deleting the formula if there are estimates assigned. If the user responds in the affirmative, delete the estimates automatically. Use Case/...

Description: Add a filterable column for users that are assigned to the workflow in the RAM view Use Case/Example: When setting up the RAM group for the proposal, I want to add only users who are part of the proposal's workflow.

Description: Allow the Estimate level setting for the RAM group. The ability to force people within a RAM group to either enter the BOE at the Task or PBS level. Use Case/Example: The Engineering users must enter the BOE at the Task level, while t...

Description: The ability to set the current table in the template and have the created proposal automatically select the current table when created. And the ability to see the current table when selecting tables in the proposal properties. And wan...