All ideas

Feature Request: Audit Remaining Column and Submit Warning Summary: Add a “Remaining” column to the BOE Audit report and a validation warning during the “Submit to CE” workflow so users can quickly identify and resolve any unallocated BOE values b...

Summary: Allow users to edit the name and description of a BOE directly within the BOE Library, independently from the BOE’s name and description used in a proposal. This enables the library entry to carry richer identifying and cataloging informa...

Feature Request: Row-based month entry for detailed inputs Summary: Enable users to enter and view monthly values with months displayed as rows instead of columns in the BOE and Estimates detailed inputs. This should support easy copy-paste from E...

Feature Request: Toggle to Only Submit Finalized BOEs to CE Summary: Introduce a toggle option when submitting BOEs to the CE environment that limits submission to only finalized BOEs. This control ensures that draft or in-progress BOEs are exclud...

Feature Request: Remove Linked Calculation and Resource Assignments When Formula Is Removed Summary: Automatically remove the corresponding calculation from the Calculations tab when a user manually removes a formula from the BOE section. If the a...

Feature Request: Ability to Favorite Proposals for Quick Access Summary: Introduce a “favorite” or “star” capability that allows users to mark specific proposals and quickly access them from the dashboard and proposal list views. This will provide...

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...

Feature Request: Auto-filter resources by cost type Summary: Automatically filter the available resource list for a calculation based on the calculation’s cost type (Hours, Cost, or Heads), so users only see relevant resources when assigning them....

Feature Request: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...