All ideas

Description: When a user manual removes a formula from the BOE section, delete it from the Calculation Tab. If the calculation already has Resources assigned, provide a popup asking the user if they want to delete the resource assignment. When the...

Implement the capability to automatically hide BOE list values that lack corresponding text section mappings. This automation should streamline user workflows by eliminating the need to manually check and hide irrelevant sections, thereby reducing...

Description: CTRL and Shift to multi-select on the Estimates View Use Case/Example: Most of the time, on the estimates view, I want to select only one PBS. To select a new PBS, I have to deselect the current one in order to select a new one. It wo...

Define formulas: Have predefined variables that we use throughout the proposal (example: FTE FullTimeEquiv is standard hours per month) so that the autodetect formula feature would detect that it is a formula (example in BOE: 1 FTE*12mo) There are...

If the proposal in CE uses rate modifiers, make these items available for the estimator in BOE Pro to select.

Description: Calculations already have a cost type (Hours, Cost, Heads) Filter the resource list when assigned a resource to a calculation to resources that match the cost type for the calculation Use Case/Example:

Description: Why is the "Show workflow steps" view not the default? I don't understand the purpose of the view without the workflow steps, and it just creates an extra mouse click whenever I come to the RAM. I personally think the Show workflow st...

Description: Use Case/Example:

BOE View: When creating a revision of a BOE, once a BOE has been approved, the new BOE doesn't default to the first step in the workflow process. I recommend the BOE resets to the start when a new BOE version is created. In the screenshot, the 2-(...

Entering dates in the proposal properties screen (Start Date, End Date, Due Date) requires many clicks especially when changing the month and year. Recommend date entry like CE.