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Warn Users with Replace All

Description: Add a warning if the user selects replace all for the import type. Should require the user to acknowledge that proceeding will delete everything before proceeding. Use Case/Example: The user is a few resources selecting replace all re...
Guest 10 months ago in  0 Shipped

Estimate List order: The columns in the estimate list are out of order especially with the monthly spreads.

The columns in the estimate list are out of order, especially with the monthly spreads. May 2024 and June 2024 are captured twice, and the curve, Start Date, End Date, Duration, and Spread Amount all show up in the middle of the data set, too. Thi...
Heather Neiger over 1 year ago in  1 Shipped

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular.

Ability to set up RAM by Option, CLIN, WBS and any other user fields vs the RAM being singular. Both of these examples technically can be done in the the BOE view today, but that requires the estimator to manually set-up each scenario. If the RAM ...
Heather Neiger over 1 year ago in  0 Shipped

Permissions Expansion

*** Please reassign this ticket to Heather Neiger, as Sam is retiring*** Add the ability to control what functionality is available and visible to the estimators within the BOE View. For example, I could turn off the ERs, ER results, and CER tabs ...
Heather Neiger over 1 year ago in  0 Shipped

Add an update from Template Button

When adding a new approver need a way to assign them on many proposal once.
Aaron Hale about 2 years ago in  0 Shipped

Resource Field Mapping

* BOE Pro does not inherit 'Required' status for External Resource Fields* External Resource Fields also can't be marked as required after creating the proposal.* Resource Field Mapping does not work in Quick Add. Is that intentional?* Can the abi...
Heather Neiger over 1 year ago in  0 Shipped

Resource Field Mapping

* Can the ability be added to change view of Resource Fields? i.e. This page on the Estimates View when adding Resource. Can the ability be added to rearrange the order of the fields? Cost Center is required first for RMD (when creating from CE) a...
Heather Neiger over 1 year ago in  0 Shipped

Create Task at the BOE View

The ability to create tasks while adding resources to the BOE View
Guest over 1 year ago in  0 Shipped

Workflow user assignments at the BOE View

When a user creates a PBS, who is not a RAM admin, add them to the first step of the workflow automatically and create a popup so they can select the users assigned to the other steps of the workflow for that PBS. Users should only be able to sele...
Guest over 1 year ago in  0 Shipped

Can users change the BOE/SOW link from Task to PBS when Workflow is enabled, and BOE's have been written?

Description: Allow the users to change the BOE level to Task/PBS on the proposal even when the workflow is enabled, and there are already BOEs.
Aaron Hale 6 months ago in  0 Shipped