All ideas

*** Please reassign this ticket to Heather Neiger as Sam is retiring*** Standard Data views: * Hours/Units/Costs By PBS, Task and Resource* BOE Names BY RAM* Formulas by PBS, Task and Resource* Etc.

Description: To have confidence in the submitted proposal, the proposal owner needs to be sure all calculations on the proposal have received the estimate assignment. Create a popup when submitting the proposal informing the user if there are any ...

That ability to have a predefined set of ERs can be selected at the BOE.

Description: When creating a new ESI configuration, it would be beneficial to be able to select which fields are needed for the query (lookup) without impacting the output that gets produced. Use Case/Example: If the source that is being used for ...

Description: when the user clicks the instructions for a BOE section. Open those instructions in a different browser tab. Use Case/Example: The user may need to see the instructions and work on the BOE simultaneously.

Description: Add a warning if the user selects replace all for the import type. Should require the user to acknowledge that proceeding will delete everything before proceeding. Use Case/Example: The user is a few resources selecting replace all re...

Description: Add the ability to have a numeric value instead of all the resource fields when importing from CE. The user would need to ability to select which fields are used to make the Resource ID with a numeric value to make it unique. Use Case...

Implement an automatic unlocking mechanism for Proposals and BOEs when changes are synced from Contractor Edition. This feature should ensure that any updates made in the Contractor Edition are immediately reflected and editable in the correspondi...

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.