All ideas

Feature Request: Section-Level Font Overrides in Proposals Summary: Allow proposal owners or administrators to define and override fonts on a per-section basis within a proposal. This enables each section (e.g., Work Description, Rationale) to use...

Feature Request: Configurable BOE Rejection Reasons Dropdown Summary: Introduce a configurable dropdown field to capture standardized rejection reasons when a BOE (Basis of Estimate) is rejected. This control should allow administrators to define ...

Feature Request: Persist PBS tree state and selection in BOE/Estimates views Summary: Enable the application to remember the expanded/collapsed state of the PBS tree, as well as the currently selected node and location, in both the BOE View and Es...

Description: We need the ability to lock down the BOE content but not lock down the workflow. Use Case/Example: Once the Author has complete the BOEs and Estimates they are unable to move the workflow when it is locked. We are needing the ability ...

Feature Request: Notify users of unassigned workflow roles when exiting RAM Summary: Notify users when they attempt to leave the Responsibility Assignment Matrix (RAM) while one or more workflow roles remain unassigned, so they can complete all re...

Description: The ability to assign the workflow at the task level. The ability to assign review and approval steps for the workflow from the people assigned to the PBS when creating a task. Use Case/Example: The BOE Author will create a task for t...

Feature Request: Maintain Formula Links when Using Replace All Summary: Ensure that formula links and references remain intact when users perform a global “Replace All” operation on text, labels, or identifiers. The feature should intelligently up...

Feature Request: Three-Point Estimating in BOE Pro Summary: Introduce native three-point estimating (optimistic, most likely, pessimistic) in BOE Pro so estimators can capture uncertainty and variability in effort and cost estimates directly withi...

Feature Request: Proposal-Level Permission Overrides (Parity with CE) Summary: Add proposal-level permission overrides in BOE Pro, mirroring Contractor Edition (CE), so admins can fine-tune who can view or edit specific proposals. Problem Statemen...

Feature Request: Multi-select PBS elements in RAM View Summary: Add the ability for users to select one or multiple PBS elements directly within the RAM View so they can perform bulk actions such as export or delete on the selected set, rather tha...