We want a view of all line items associated with a Project that is only one click away once in a project. Currently, the only places to view line items would be in the Financials tab/view and only after selecting that tab and scrolling to the Line Items tab below. The other place is to go to Docs or Sales and find the proposal and open it, but that would not account for line items added later (change orders) necessarily so besides more clicks its not ideal.

First, we want to limit who in the company has access to Financials, but we want every role (or at least more than admins) to have access to the Line Items so they can quickly / easily see and be reminded of what a customer is getting.

Second, we want the Line Items to be easily accessible. There may be a better idea, but our first thought is to just expose the Line Items under the Sales section/tab/view and put Line Items as the default initial (new) tab that is visible, so to the left of "Projects" tab.

This would enable a user to know in one click after entering a project exactly what products and services have been purchased by a customer. There is no new data or database changes, just a new view that would then enable admins to restrict access to the Financials tab and still empower users with key info about the project/deal that's readily accessible.