Saturation

See attachment. Notes available in Top Sheets Notes not available in Budget Accounts. I'd like them also available in the Budget Accounts

Would love to build variables myself to create variables such as {phase title}, {location}, {Deliverables}, {agency contact}, {Phase total}, etc.

Build super fast budgets on the exact needs based on constraints. Work like a pilot checklist so you don't forget anything. Help educate junior producers onboarding in the system.

Have the PDF export include the account information.

When you pay a PO, the account number and splits information from the PO should carry through to the Transaction and the actual.

PO number should be linked and visible in all screens related to at the life of a PO: Transaction Screen should have PO column Actuals Screen should have PO column When clicking into an Actual Detail, PO number should be visible in the PO section.

Ability to permanently hide the Actuals and Variance columns. Currently, I have to manually hide them each time and then re-adjust the columns. I would also like the Qty, Unit and Rate columns to save as well with a template.

Have the Fringes show up as single line item and retain the naming from the actual estimate? We typically avoid listing multiple fringes on jobs, we prefer this as a single line item. It also shows fringes by line item, which looks duplicative even though it's indented slightly.

Fields to add Names and contacts for Agents and Managers to crew members on the Contacts list would be helpful.