Ideas

Feature Request: Improve Pivot Grid Intuitiveness Summary: Enhance the Pivot Grid user experience so that users can more easily discover, configure, and interpret pivoted data without needing prior training or deep familiarity with the interface. ...

Feature Request: Proposal Type for Undefined Period of Performance Summary: Introduce a proposal type that allows creation and development of proposals when the Period of Performance (PoP) dates are not yet defined, while still ensuring that a val...

Access Tags for Material and Resources Fields and their values

When there is a break in period of cost data (i.e. first cost in Jan 22 and next cost in Jun 22) then have an option in pivot grids and reports that displays empty periods between periods with cost so that there is still a continuous timescale in ...

Feature Request: Configurable Required Signers per Workflow Step Summary: Enable configuration of required signers when multiple people are assigned to the same workflow step. Users should be able to designate which individuals are required to sig...

The Assignment Mapping tab when importing from MS Projects file is limited to 1 field. Would like to expand this to 2 or more fields from the Resource Sheet data.

Description: Currently, the API does not support updating the Unit of Measure (UM) field for cost sources. Our team requires this functionality to ensure data consistency and accuracy in our quotes and proposals. We kindly request that this featur...

The ability to have the system figure out and apply the payments needed to maintain a positive cash flow throughout the proposal.

Not being able to generate subtotals and totals severely limits the value of calculated fields. Please make it possible to calculate subtotals and totals for custom user/material fields. (Noah Braun recommended request)