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RAM quick add and bulk import

Add the ability to do a quick add for the responsibility group. Ability to assign workflow to each BOE using a bulk import. Ability to import the RAM, responsibility and workflow set-up using a single bulk import.
Heather Neiger about 1 year ago in  1 Planned

When creating a proposal template, allow for the integration tab to be created within the template

When creating a proposal template, allow for the integration tab to be created within the template. Currently, only the Data Server can be selected with the remaining fields being populated when a proposal is created. This will allow for rate tabl...
Heather Neiger about 1 year ago in  0 Planned

Ability to create a formula and assign resources in a single screen vs multiple screens

BOE View: Ability to create a formula and assign resources in a single screen vs multiple screens. Ability to split/allocate a formula to multiple resources in a single screen.
Heather Neiger about 1 year ago in  0 Planned

BOE workflow / Audit Log

Is it possible to print the Workflow log in a single report for each BOE. We would like to be able to see Advance/Reject in a column in the log. There might be an enhancement in the que already for an audit or workflow type report.
Heather Neiger about 1 year ago in  0 Planned

Add functionality to make all BOE sections required at one time vs making each section required.

Proposal Properties: Add functionality (maybe a button) to make all BOE sections required at one time vs making each section required one at a time
Heather Neiger about 1 year ago in  0 Planned

BOE View: Calculation Header Signaling

* Please reassign this ticket to Heather Neiger as Sam is retiring* If estimates are changed outside of the BOE and the original estimates are derived from a formula, BOE Pro captures the difference in a delta column. It would be nice if the Calcu...
Heather Neiger about 1 year ago in  0 Planned

Can BOE Naming template be moved to the Proposal settings on the BOE Section Tab

***Please reassign this ticket to Heather Neiger as Sam is retiring*** Every proposal will have a preference, controlling this Globally is nice for a default, but realistically should be at the proposal level.
Heather Neiger about 1 year ago in  0 Planned

Spread Curves: Display the Curve like in CE

Description: display a graph of the spread curve like CE Use Case/Example: The author of the BOE will need to understand the spread curve sections especially for custom curves.
Guest 10 months ago in  0 Planned

Auto filter resources for formula type

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:
Aaron Hale 5 months ago in  0 Planned

RAM suggestions: "Show workflow steps" the default view

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...
Heather Neiger 5 months ago in  0 Planned