All ideas

Feature Request: Create Task from Travel Tab in BOE View Summary: Enable users to create tasks directly from the Travel Tab of the BOE View in BOE Pro, mirroring the existing task creation capability in the Direct Estimate section. This provides a...

Feature Request: AI Agent for Proposal Review Submit/Sync Summary: Introduce an AI-driven proposal review agent that automatically analyzes proposals on each submit or sync action, identifies configurable discrepancies, and generates a detailed, n...

Feature Request: AI Material Management, Review, and Update Agent Summary: Introduce an AI-driven Material Management, Review, and Update Agent in BOE Pro that operates within the Materials View using the existing Dela chat experience. The agent a...

Feature Request: Material Reporting Functions in BOE Pro Summary: Add Material Ad Hoc, Detail Materials, and Bill of Materials (BOM) reporting directly into BOE Pro, preserving all legacy CE report capabilities. Users should be able to generate, f...

Feature Request: BOM Bulk Import/Export via Excel Summary: Enable users to perform bulk import and export of Bills of Material (BOMs) using Excel files, allowing efficient handling of large datasets while preserving data accuracy and structure. Th...

Feature Request: BOM Refresh and Manual Cost Source Selection Summary: Enable users to refresh the BOM in BOE Pro on demand after running the cost source selection process in an external system. The feature should update BOM structure, part inform...

Feature Request: Proposal-Level Resource ID Templates Summary: Enable users to define the Resource ID field format at the proposal level instead of only at the system level. This would allow each proposal to control which resource fields are used ...

Feature Request: Resource ID Auto-Refresh in Edit Resource Summary: Enable the resource ID to automatically refresh in the edit resource view whenever relevant fields are changed or the record is saved. This would ensure the resource ID stays alig...

Feature Request: Partial Bulk Edit from File Summary: Enable users to perform partial bulk edits on proposals and tasks by selecting which columns/fields from an imported file should be updated, while leaving all other fields unchanged. This allow...

Feature Request: Option to include workflow log and reset steps when copying proposals Summary: Enable users to optionally include the workflow log and reset workflow steps when copying a proposal in BOE Pro. By default, the workflow log remains e...