All ideas

Feature Request: Cascade deletion of BOE-related resources Summary: Enable automatic cascade deletion of all BOE‑linked elements (such as resources, travel, and other cost items) when a BOE is deleted from a proposal. This ensures that removing a ...

Feature Request: RAM-Scoped Reporting and Dashboards Summary: Add a role-based permission option that limits pivots, reports, and dashboards so that users only see proposal data for PBS elements where they are assigned as a RAM. This enables broad...

Feature Request: Horizontal scrolling in elements sidebar Summary: Enable horizontal scrolling within the BOE Pro elements sidebar so users can access the indicators column without needing to resize the main workspace area. This allows users to ma...

Feature Request: Save BOEs to the Library without workflow Summary: Enable users to save Basis of Estimate (BOE) records to the central Library even when a proposal does not use workflow. This ensures that valuable BOEs created for small or simple...

Feature Request: Configurable validation for BOE calculation discrepancies Summary: Introduce configurable validation options that control how BOE records behave when there are discrepancies between calculated values and direct user inputs. The fe...

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...

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...

Feature Request: RAM Group Admin Management Summary: Introduce the ability to designate one or more administrators per RAM Group who can manage RAM elements specifically associated with their group. These RAM Group Admins will have focused access ...