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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 5 months ago in  0 Future consideration

Reset Workflow On What-If

Description: Reset the workflow of any affected BOEs on the proposal when a What-If is run. Notify workflow assignees on affected BOE's Use Case/Example: When BOEs are on the proposal, running a What-If on the proposal can change BOE estimates. Th...
Heather Neiger 10 months ago in  0 Future consideration

Do not force text format in Header/Footer BOE Sections.

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...
Guest over 1 year ago in  0 Planned

Add formula name popup bubble in BOE Section test

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.
Curtis Miller over 1 year ago in  0 Planned

The ability to see FTEs on the pivot gride.

The ability to see FTEs on the pivot gride.
Aaron Hale almost 2 years ago in  0 Planned

Audit report for unassigned estimates

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 ...
Kenny Louden 11 months ago in  0 Future consideration

Offline BOEs and BOE Section Import

Feature Idea: Introduce Offline BOE Templates in BOE Pro to allow users to create and manage Basis of Estimates (BOEs) without requiring an internet connection. Users can download templates for offline use, make necessary edits, and save their pro...
Aaron Hale over 1 year ago in  0 Planned

Agentic AI for Fomula Generation

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...
Aaron Hale 6 months ago in  0 Planned

User Setting for quick adds

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.
Guest over 1 year ago in  0 Planned

Column Permissions for all non-required columns

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.
Guest over 1 year ago in  0 Future consideration