Feature Request: Add companion product reports and outputs to Cost Volume Pro
Summary:
Enable users to bring reports and specific outputs from companion products, such as Cash Flow Pro and Management Console, directly into Cost Volume Pro. This would allow teams to reference and use related financial and operational data in one place without switching between products.
Problem Statement:
Currently, users cannot easily incorporate reports or output sheets from companion products into Cost Volume Pro. This creates friction for teams that rely on connected data across products, requiring them to manually switch systems, duplicate information, or recreate supporting details. As a result, workflows are less efficient and users have reduced visibility into important related data such as milestone payments.
Proposed Solution:
Allow users to add or embed reports and selected outputs from companion products directly within Cost Volume Pro.
Support common companion sources such as Cash Flow Pro and Management Console.
Enable specific report elements or sheets to be displayed, such as Cash Flow Pro milestone payment sheets.
Ensure embedded or linked outputs remain easy to access and clearly identifiable by source product.
Maintain appropriate permissions and access controls so users only see data they are authorized to view.
Provide a simple workflow for selecting, inserting, and viewing companion product outputs within relevant Cost Volume Pro areas.
Benefits:
Reduces context switching between companion products and Cost Volume Pro.
Improves efficiency by centralizing related reports and outputs in one workflow.
Gives users better visibility into connected financial and operational data.
Supports more informed decision-making by surfacing relevant companion product information where work is happening.
Enhances the value of the broader product suite through tighter cross-product integration.