All ideas

Feature Request: Export to Excel button on import preview Summary: Add a clearly visible “Export to Excel” button to the Import Preview screen so estimators can easily export the previewed results without relying on right‑click or hidden actions. ...

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: 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: 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: Soft Delete and Restore for BOE Pro Items Summary: Enable BOE Pro to use a soft-delete model for Proposals, Templates, Tasks, PBS items, Resources, and BOEs. Instead of permanently deleting items immediately, the system should hid...

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: Enforce Unique Task Names with Auto Numbering Summary: Add a proposal-level and template-level setting to enforce unique task names, even when auto-numbering is enabled. When this setting is active, the system should use only the ...

Feature Request: Audit Error Indicator in BOE and Estimates Views Summary: Introduce a visual audit error indicator (e.g., a red triage icon) in the BOE view and Estimates view to highlight which BOEs currently have audit errors. This allows users...

Feature Request: Default Cascade Delete Option for BOE Resources and Calculations Summary: Introduce a system-level configuration option that allows administrators to enable automatic cascade deletion of resources and calculations from a BOE witho...

Feature Request: Visual Warning for Unapplied CERs Summary: Display a prominent visual warning (orange notification triangle and message) immediately before the "Update CERs" button on all grids where it appears, whenever CERs have not yet been ap...