All ideas

Feature Request: Unassign All for Access Tags Summary: Introduce an “Unassign All” action for access tags that removes the selected tag from all associated objects in a single operation. This allows temporary or obsolete access tags to be quickly ...

Feature Request: Copy and Modify ESI Lookups Summary: Enable users to easily duplicate (copy) an existing ESI lookup in the BOE and modify its parameters to create a new lookup efficiently. Problem: Users often need to create new ESI queries tha...

Feature Request: Preserve Resource Assignments When Copying BOEs Summary: Include an option to retain assigned resource IDs when copying a BOE from one PBS element to another. This allows estimators to duplicate BOEs for similar scopes of work wit...

Feature Request: Default Curve selection for estimates Summary: Introduce the ability in BOE Pro to define a default Curve (or require explicit Curve selection) when entering an estimate, mirroring the existing capability in CE. This ensures every...

Feature Request: BOE Version Revert Functionality Summary: Enable users to restore the Basis of Estimates (BOE) to a previous saved version, allowing them to quickly undo unwanted changes or recover from errors. The feature should provide a clear ...

Feature Request: Copy and Bulk Copy BOEs Across Tasks, PBS, and Proposals Summary: Enable users to copy and bulk copy BOEs, PBS, and Tasks within and across proposals. Users should be able to duplicate, move, or merge BOEs and related PBS/Task str...

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: Auto-Select and Indicate Current Table for Proposals Summary: Enable proposal templates to define a “current table” that is automatically selected when a new proposal is created, clearly indicate which table is currently in use wi...

Feature Request: Archive and Restore Global BOE Pro Configuration Data Summary: Provide administrators with a robust archive and restore mechanism for BOE Pro global configuration data. The feature will enable selective export and import of config...

Feature Request: Quarter-Based Time Phasing and Grouped Pivot Selections Summary: Enable users to pivot data by fiscal quarter (QTR) in the BOE Pro pivot grid and organize pivot selection fields into logical, expandable groups (e.g., Resource, Tas...