All ideas

It would be beneficial to have a "Save" or "Save As" function in the Revisions or Change Orders LAYOUTS tab. This would be similar to how this is shown/selected in the main ribbon menu under LAYOUTS for Project Explorer. We can do this once inside...

A Checkbox for similar items checkbox available for mass updating products but is missing for mass updating packages.

When a client is changed on a project it would be nice to have the option to not change or clear the site address.

Please add Queries to service order and tasks.

We would like a more flexible and modular proposal/reporting engine, including: The ability to define proposal structure independently from line-item layout Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or ...

It would be useful to be able to include a certain amount of Allowable Hours with each Service Plan Item. So that If an Item has 4 hours on it, it would automatically add the 4 hours to the Allowable hours in the service plan when added. Similar t...

In Quick Filters, would be nice to have filters for pending change order items too: pending items, marked for deletion, marked for addition, etc

I approved a project and began creating my submittals package. I removed one item and replaced an incorect item with the correct item but maintained installation price. When my submittals package was complete, to lock in the BOM, I approved the in...

I have a custom layout that has a filter included in the layout. However when switching away from one custom layout to the another, the filter does not clear/replace.

I have an approved project and I am adding an accessory to an approved item (adding missing interconnect cable), and it did not prompt me to add the item to an existing allowance despite the setting set to yes.