All ideas

Feature Request: Preserve Import Order with Autonumbering Summary: Ensure that when users import items with autonumbering enabled, the system preserves the original order from the import source (e.g., spreadsheet) and applies numbers according to ...

Feature Request: Add Resource Class to BOE Pro Pivot Grid Summary: Enable users to include Resource Class as a dimension in the BOE Pro pivot grid so they can analyze hours by month grouped and filtered by resource classes. Problem Statement: Curr...

Feature Request: BOE Pro In-App FAQs for Views Summary: Enable BOE Pro admins to create and manage internal FAQ articles and associate them with specific BOE views, so that end users can quickly access context-relevant help directly from within th...

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 ...

Feature Request: Show zero-hour resources in Estimate List Summary: Display all resources associated with a proposal in the Estimate List, including those with zero hours or cost, so users can quickly identify and manage resources that have not ye...

Feature Request: Work Schedule Table in BOE Template Properties Summary: Enable users to define and manage a Work Schedule table directly within BOE template properties so that rate modifiers configured in BOE can be seamlessly translated and pres...

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: 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...

Description: I would like to propose an enhancement to the Skill Mix table to improve usability, consistency, and clarity for users. Proposed changes Add a “Total” row to the Skill Mix table Introduce a Total row that aggregates and represents a...

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...