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Ability to "Favorite" Proposals for Quick Access

Description: Add ability to "star" or "favorite" proposals for quick access from the dashboard and proposal list views. Use Case/Example: As the pool of proposals increases, this feature would enable one-click access to frequently used proposals t...
Scott Fine 5 months ago in  0 Future consideration

Preview button on commands doing changes on proposal

Description: Since we do not support Undo command, I think we should think which commands can benefit the most from having a Preview button like Bulk Import and Create From BOE Library. The idea is to let the user know what the result of the execu...
Monika Mateeva 11 months ago in  0 Future consideration

Bulk Import multiple entity types from a single file

Description: Now that we support a named Sheet in the Excel Bulk template, that makes it suitable to have just one file with multiple sheets for each entity and process a bulk import on multiple types - pbses, tasks, resource, resource estimates e...
Monika Mateeva 11 months ago in  0 Future consideration

Create from BOE Library process improvements

Description: Currently the process is matching library data by name, but it would be better if the user is provided with a window similar to Audit page where he would be able to select by himself the matching. If a there is a matching item by name...
Monika Mateeva 11 months ago in  0 Future consideration

Combined Bulk Import File

Description: Entering estimates is complicated. Adding the capability to upload helps get there, but an Estimator would need to upload estimate data 3 times (I think; check this). Once for Task, once for Resource estimates, and once for Resource I...
Heather Neiger 6 months ago in  0 Future consideration

Long Running Process Visible After closing Browser

Long Running Process Visible After closing Browser
Aaron Hale over 1 year ago in  0 Future consideration

Define formulas: A place to define commonly used variables that would be able to be auto detected

Define formulas: Have predefined variables that we use throughout the proposal (example: FTE FullTimeEquiv is standard hours per month) so that the autodetect formula feature would detect that it is a formula (example in BOE: 1 FTE*12mo) There are...
Heather Neiger about 1 year ago in  0 Future consideration

Align the title and the contents within a column

The alignment of the title and the contents within a column don't align. For example, the BOE ID and BOE Version titles are left aligned, but the data is right aligned. Being out of alignment can make it harder to review the data.
Heather Neiger about 1 year ago in  1 Future consideration

Hovering over areas will pop up the other possible choices

It has the same functionality as the proposal screen, where hovering over users will pop up the other possible choices within the administration family. (And possibly other areas as well) Proposed Functionality: Add quick access to all "Security" ...
Heather Neiger about 1 year ago in  0 Future consideration

Able to select multiple choices in the drop down when using a list for a BOE section

BOE Sections & BOE View When using a list for a BOE section, the current functionality is to allow only 1 selection. Recommend being able to select multiple choices in the drop down.
Heather Neiger about 1 year ago in  0 Future consideration