Ideas

Feature Request: PBS Root Creation Permissions Summary: Introduce permissions that restrict certain users (e.g., BOE Authors) from creating root-level PBS elements, while still allowing them to add child levels under existing PBS structures. This ...

Feature Request: FTE Metrics on Pivot Grid Summary: Enable users to view and analyze Full-Time Equivalent (FTE) data directly in the pivot grid. The pivot grid should support FTE-based calculations (e.g., allocated FTE, remaining FTE, total FTE by...

Description: Need to be able to create the following charts in Cashflow. Use Case/Example:

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?

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: Custom Ordering for List Section Values Summary: Allow users to control the display order of values within list sections by defaulting to order of entry and providing an intuitive way to reorder values manually, rather than enforc...

Feature Request: Rename “(default)” template to “(Blank)” Summary: Update the name of the existing “(default)” template to “(Blank)” so that users clearly understand it is an empty/blank template and not a preconfigured or preferred default config...

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...