All ideas

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

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: Bulk Update Table Properties Description: Enable users to perform bulk updates to table properties within the editor. This feature would allow users to efficiently modify attributes such as cell borders, cell background color, and...

Feature Request: Auto Calculation Toggle at Proposal Template Level Summary: Add the ability to enable or disable system-driven auto calculations at the proposal properties and template level, allowing administrators and power users to control whe...

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: 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....