Feature Request: Set default view when opening a proposal
Summary:
Introduce a user-specific setting that allows estimators to define which proposal view (e.g., BOE View) opens by default when they double-click a proposal. This ensures the proposal consistently opens in the most relevant view for the user’s workflow.
Problem Statement:
Currently, when an estimator opens a proposal, the system does not remember or respect a preferred default view. Estimators who primarily work in a specific view (such as the BOE View) must manually switch to it each time they open a proposal. This repeated manual step is inefficient, disrupts workflow, and increases the chance of users reviewing or editing information in a less appropriate view.
Proposed Solution:
Add a user-level setting that allows each estimator to select their preferred default proposal view (e.g., BOE View, other available views).
When a user double-clicks a proposal to open it, the application should automatically load the proposal in that user’s chosen default view.
If a user has not set a preference, the system should continue to use the current default behavior.
Allow users to easily change their default view preference from their profile or application settings.
Benefits:
Reduces repetitive navigation steps each time a proposal is opened.
Improves efficiency and speed for estimators who primarily work in a specific view.
Decreases the likelihood of working in an unintended or less suitable view.
Enhances overall user satisfaction by aligning the application behavior with individual workflows.