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Notifications for people removed from the workflow

Description: If a user is removed from access to a proposal, remove them from the workflow. Email the proposal owners PBS Owners (When Multilevel RAM) that the user was removed. Include the PBS's the user was removed from and the workflow steps th...
Guest 5 months ago in  0 Future consideration

Summary Field Mapping and Summary Field List Values Sync

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.
Guest 2 months ago in  0 Future consideration

Submit PBS/BOE Fields

Description: BOEs at the PBS level are not submitted as additional fields to CE. Use Case/Example: User needs to see the BOE field for PBS level BOEs.
Aaron Hale about 1 month ago in  0 Future consideration

Make BOEs visible to all

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...
Guest 3 months ago in  0 Future consideration

Prompt to remove estimates when deleting a formula.

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/...
Guest 3 months ago in  0 Future consideration

Filter for RAM Group for people that are assigned in the workflow in the proposal

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.
Guest 3 months ago in  0 Future consideration

Expand Allow Estimate Level to RAM Group

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...
Guest 3 months ago in  0 Future consideration

Auto Flex Shift When changed Task Dates

Description: When changing task dates, there are resources for the task. The user must run a flex shift to change the dates. Make sure that when changing task dates and there are resources on the task, the flex shift is launched automatically.
Kenny Louden 3 months ago in  0 Future consideration

Data view in BOE Pro

Description: Add Data view functionality in BOE Pro Use Case/Example: BOE authors need the ability to make changes at a higher level.
Kenny Louden 3 months ago in  0 Future consideration

Update from template with options

Description: Update from a template with options. Use Case/Example: When updating from the template, I may not want to update BOE sections (or other items like workflow).
Kenny Louden 3 months ago in  0 Future consideration