All ideas

Description: Currently, when there is a login error, the error is displayed to the user. Add a setting to show the user a generic login failed error instead. Use Case/Example:

Description: Add all the proposals I own to the list of My Proposals on the dashboard Use Case/Example:

Description: Include Access Tags from the user when creating from a proposal template. Use Case/Example: Right now, the users Access Tags are not added to the proposal when creating from a template. Only the template access tags are added to the p...

Please reassign this ticket to Heather Neiger as Sam is retiring Currently proposals submitted from BOE PRO only submits to the root location, meaning users then need to drag it to their desired folder.

Please reassign this ticket to Heather Neiger as Sam is retiring Merge into 67 and check 47 Can't create a Task via BOE view, but can create a Resource. Need to have both capabilities. Can Estimators be able to enter a PBS?

Limited BOE information is passed from BOE Pro to CE...can more information be sent to CE. Reporting in BOE PRO is very limited, which will result in most reporting occurring in CE. For example, BOE ID, BOE Status, Author, Approver, formula name, ...

Remove the Quick Insert feature from the text area and add it as a menu button to prevent it from blocking text input in its current location.

Description: Allow the users to change the BOE level to Task/PBS on the proposal even when the workflow is enabled, and there are already BOEs.

When submitting to ProPricer allow the user to select the folder that the proposal will go to In CE.

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...