Ideas

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'...

Please add the ability to create a material selection on proposal-specific parts that are not in the parts library. Currently, the Material Selection is limited to the common parts library list only. However, we mostly price proposal-specific part...

Changes made to the Header and Footer of the structure will automatically apply to all child sections within that structure. This ensures consistency across the document by propagating updates from the parent section to its associated child sectio...

Page overlay that can be turned on and off for sections within the cost volume. The Overlay should include. * The ability to place the classified tag(s) anywhere on the sheet.* Watermark* text or images It should also include transparency settings...

Filtering is different (you can't easily select what you want to filter on, you have to choose "equal to, greater than…etc"). Filtering should work as it did in the excel tool.

Access Tags for Cash Flow. Access tags for cash flow would allow to admin to hide old items from user access. An example: An admin wants to hide an old billing type that is no longer used.

Please change report behavior to populate the Extended List Price field when selecting the Consolidated Parts List option. (Currently the field shows but is blank) Ref case CAS-83625-Z7D4G1 - Extended List Price Col Empty when CBOM Consolidated Pa...