All ideas

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...

This option allows users to restore a previous version of the Basis of Estimates (BOE), providing flexibility to undo recent changes or recover from errors. Purpose: To enable users to easily revert the BOE to any prior version of the BOE reduci...

Description: Automate who has access to the proposal when they are assigned with in the Workflow/ RAM, Owners, assigned admin. Use Case/Example: Currently there is no way for the people assigned in properties to see they are assigned to the propos...

Description: Use Case/Example:

Description: When a BOE is deleted, all the elements (resource, travel, etc.) assigned to that BOE will be deleted from the proposal automatically. Use Case/Example: Automatically remove all the elements assigned to a deleted BOE to save the user ...

Description: Users should be able to scroll left to right within the elements sidebar so we can see the indicators column and not have to resize the window if they have the workspace area larger. Use Case/Example: In the attached screenshot, the i...

Description: Add an admin in each RAM Group. These admins can manage the RAM where the Group is assigned on the RAM. These RAM group admins see elements on the RAM view that their group is assigned to. Use Case/Example:

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...

Description: When a proposal does not use workflow, there is currently no way to save those BOEs to the Library. Use Case/Example: Often, small proposals will not have workflow steps, but those BOEs are useful for the library.

Description: the filter function was removed from the user list in BOE Pro Use Case/Example: It would be nice to be able to look up users not scroll the list until you can locate.