All ideas

Description: 1 Add AI logic to the formula generation engine to automatically deselect formulas that likely contain dates or unrelated text data. 2 Add AI-based naming logic to automatically rename each formula with a descriptive name and descript...

I'd like to be able to define a list of columns that I want to see for a given screen (Proposal Inputs, Libraries like Resource Sets, and Materials) and save that selection with a name to choose from a defined list by Admins or User created. Furth...

Please create the ability to update multiple indirect pools at one time for proposal-specific overrides. The functionality exists for global indirect pool updates, but often times, clients will have caps on specific indirect rates. As a result, we...

Please add the ability for Flex Shift to adjust the dates of the Materials on the Material tab of the Task without changes the rest of the Task.

Oftentimes, we have to lock a proposal, but users may just leave the proposal open but not be actively using the proposal. As a result, the system will not allow us to lock while "active" users have the proposal open. Please add a button under the...

Remember the User Setting for Quick adds. For example, if a user pins a column and closes quick adds. The next time they open the quick adds remember the user settings.

Permission List for hiding all non-required columns. Example: The "Accounting Calendar" appears for the Estimators/Bidders? There is not need for them to have access to this column.

The first time adding a resource I can only edit the %. But when you edit the resource you can change the amount

The ability to assign custom fields to a user will appear in the Users and Matrix windows for sorting.

Description: Add a setting in the proposal properties to cascade delete estimates when a formula is deleted. Use Case/Example: The user goes to the Calculations tab and deletes a formula; they expect that the estimates connected to the formula and...