All ideas

Feature Request: Summary Field-Linked Fee and POP Toggles Summary: Introduce configurable Fee (%) and Period of Performance (POP) options directly on custom task field values, allowing users to automatically populate Fee and POP dates on task crea...

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...

Description: Users should be able to scroll left to right within the elements sidebar so we can see the indicators column and not have to resize the window if they have the workspace area larger. Use Case/Example: In the attached screenshot, the i...

Feature Request: Enhanced Value Formatting in Sections Description: Add support for including both "Query Values" and "Actual Values" as formatted sections, with the ability to list all values separated by commas for improved readability and repor...

Feature request: Bulk archive and restore proposals BOE Pro — Provide the ability to bulk archive proposals and bulk restore them. Summary Enable users to select multiple proposals and perform archive or restore actions in a single operation. This...

Feature Request: Multi-select PBS elements in RAM View Summary: Add the ability for users to select one or multiple PBS elements directly within the RAM View so they can perform bulk actions such as export or delete on the selected set, rather tha...

Description: Add an admin in each RAM Group. These admins can manage the RAM where the Group is assigned on the RAM. These RAM group admins see elements on the RAM view that their group is assigned to. Use Case/Example:

Feature Request: Map BOE Sections When Copying BOE Description: When users copy a Basis of Estimate (BOE) to create a new proposal, the new proposal may have a different set of BOE sections or section names compared to the original. This feature w...

Feature Request: Editable Fee Column in Estimate List Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filtered sets of estima...

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.