Ideas

The ability to Lock the styles and find and replace any style in the document.

The ability to set a page limit and wait when that limit is successful. This option should be available at the document and section levels.

Separate Cash Flow and Cash Flow Cumulative and allow the user to edit the calculation for Cash Flow Cumulative expression

This will allow us to use a resource selection on this report.

This will be very helpful for our long list of departments in our resource fields.

The ability to tag anything within the document to a predefined set of tags for quick find. Also, the ability to sort documents by the tags.

The ability to report the cash flow in any currency.

Please add the ability to change the timescale to a specific fiscal period when estimating hours/costs on a monthly basis. It would be very useful to be able to use the annualized timescale toggle to estimate based upon a specified fiscal period (...

Please add the ability to give specific user roles the ability to move proposals between specific folders without giving them the ability to Add or Modify existing folders. Essentially, we would like to give our Estimator Roles the ability to move...

Please add the ability for a system setting to lock down the timescale dropdown menu from being changed by users. We price on a monthly basis and users should never switch the timescale at the proposal level. Once this field is changed, there isn'...