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Skill Mix Table in the BOE

Feature Request: Skill Mix Table in BOE Summary: Add a skill mix table to the BOE that displays the proportion of resource hours by role/skill for both actual ledger data and estimated resources. This will give users a clear, at-a-glance view of h...
about 1 year ago in  0 Planned

Renumber the PBS

Feature Request: Bulk PBS Renumbering Summary: Enable users to copy and paste over the number and name of PBS items in bulk, allowing for efficient renumbering or renaming without breaking existing connections. The feature should prevent the creat...
5 months ago in  0 Future consideration

Formula Variables and Reference Formulas

Feature Request: Formula Variables and Cross-BOE Formula References Summary: Enable users to treat existing calculations as reusable variables within the same BOE and to reference formulas from other BOEs. This will allow complex logic to be compo...
about 1 year ago in  0 Planned

Unlock Proposal in Multiple Places

Add the ability to unlock the proposal to the breadcrumb and the proposal hover menu.
over 1 year ago in  0 Planned

Button Visibility Issues with Changing Screen Sizes

Feature Request: Responsive Button Visibility Across Screen Sizes Summary: Ensure all critical action buttons (e.g., Submit, Cancel, Save, Apply) remain visible and easily discoverable across varying screen sizes and resolutions. The feature shoul...
5 months ago in  0 Planned

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

Feature Request: RAM View Filter by Workflow Assignees Summary: Enable users to filter the RAM view by proposal workflow assignees through a dedicated, filterable column. This will allow teams to quickly identify and select only those users who ar...
11 months ago in  0 Planned

Expand Allow Estimate Level to RAM Group

Feature Request: Expand Allow Estimate Level to RAM Group Summary: Enable configuration of the BOE estimate level (Task or PBS) at the RAM group level so that different user groups (e.g., engineering vs. material estimators) are required to enter ...
11 months ago in  0 Future consideration

The ability to add by amount on the first add

Feature Request: Add "spread by amount" on initial resource entry Summary: Enable users to specify a total amount (in addition to a percentage) the first time they add a resource, so that allocation can be spread based on a fixed amount without re...
over 1 year ago in  0 Future consideration

Recommend quick add functionality allow to add multiple CERs at a time

CER View: The Quick Add functionality in the CER view allows a user to add tasks and WBS to the proposal which seems out of place. Recommend quick add functionality allow to add multiple CERs at a time
almost 2 years ago in  2 Planned

Header default to the title of the section instead of needing to re-enter it.

BOE Sections: Would be nice if the Header defaulted to the title of the BOE section instead of needing to re-enter it. For Task Description, the header would default to Task Description. (see screenshot) Proposal Properties: Each BOE section has a...
almost 2 years ago in  0 Planned