All ideas

Once PIVOT layout format is created, can we add a feature to LOCK or Protect the layout so that by accident no one else can overwrite it?

Description: Allow the changing of the parent on existing sections Use Case/Example: After creating a section, it can be combined to drag all the sections to a new place if those sections are far apart in the tree. Allow the user to select a new s...

Description: Section Deletion warning: everything will be deleted! Option to not delete children. Use Case/Example: When deleting a section with children all the children are deleted. The user should be warned of the action. Additionally, sometime...

Description: Table of Contents Setting and excluding certain headings Use Case/Example:

Feature Request: Create and manage task selections directly in CVP Summary: Enable users to create and manage task selections directly within Cost Volume Pro (CVP) so they can define new task selection criteria for reports without needing to log i...

Feature Request: Auto-filter resources by cost type Summary: Automatically filter the available resource list for a calculation based on the calculation’s cost type (Hours, Cost, or Heads), so users only see relevant resources when assigning them....

Feature Request: Make "Show workflow steps" the default RAM view Summary: Set the Responsibilities Assignment Matrix (RAM) to display with "Show workflow steps" enabled by default. Remove or de-emphasize the separate toggle so that users always se...

Feature Request: Scannable Activity Feed with Visual Cues Summary: Improve the activity feed so users can quickly understand what happened at a glance, without reading every word. The feed should use structured layout, visual indicators, and clear...

Currently, the text format in the Header and Footer sections of the Basis of Estimate (BOE) documents is fixed when the "Lock Font Settings" is toggled on, limiting users' ability to customize these sections according to their needs. Propose an en...

A BOE with multiple formulas can be difficult to trace to the Calculations tab. Having a formula display its associated name on the Calculations tab when hovering the mouse pointer would be helpful.