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 validation for BOE calculation discrepancies Summary: Introduce configurable validation options that control how BOE records behave when there are discrepancies between calculated values and direct user inputs. The fe...

Feature Request: Trip Total Validation During Monthly Edits Summary: Introduce a validation option when editing monthly trips that either warns users or prevents them from saving changes if the total number of trips no longer matches the original ...

Feature Request: Enable Right-Click Paste in Quick Add Screens Summary: Introduce support for standard right-click context menu paste actions in quick add grids, alongside existing keyboard shortcuts. This will make pasting data more intuitive and...

Feature Request: Display Workflow Step Comments in BOE List Summary: Add a dedicated column to the BOE List that surfaces the comment associated with each workflow step, allowing users to quickly read context and decisions without navigating into ...

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: 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...

Feature Request: Editable Fee Column in Estimate List Summary: Add an editable FEE % column to the Estimate List view that supports multi-row editing (e.g., copy/paste and fill-down) so users can efficiently update fees for filtered sets of estima...

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...