Batch Scanning CapabilitiesBatch Scanning Capabilities

  SYS | Can Upload batches of scanned documents (R) R allows the user to open and use the Batch Scan Upload Tool SYS | Can access and process scanned

View Menu CapabilitiesView Menu Capabilities

All users have the option to toggle the Status Bar and Action Item Status. All users can open a Watched Folder window, if one has been set up. PAGE |

February 2018 – Follow the Money!February 2018 – Follow the Money!

Open Google Slides of this Presentation View Recording of this Presentation   Follow the Money Do you have questions about the financial data that appears in your projects: Where is

Diagnostic Tool CapabilitiesDiagnostic Tool Capabilities

PAGE | Diagnostic Utilities (R) R allows the user to access most of the diagnostic tools on the Diag Dashboard. Generally this capability is given only to System Administrators or

Period Distribution Workbook-Specific CapabilitiesPeriod Distribution Workbook-Specific Capabilities

In V23, the Period Distribution Doc type was renamed Project Cash Flow and the Period Distribution (PD) workbook was renamed Project Cash Flow (PCF) workbook. PAGE | Excel Project Budgeting

BFA Workbook-Specific CapabilitiesBFA Workbook-Specific Capabilities

PAGE | Excel Project Budgeting & Forecasting (RU) R allows the user to open and view the BFA workbook from a Budget or Forecast document. U allows the user to

SOV Workbook-Specific CapabilitiesSOV Workbook-Specific Capabilities

Users who are on an Office-integrated site and who have proper access to the Pay Application document can open and use the SOV workbook. Saving changes on the SOV’s Setup

KBA-01709: Project Billing Rule is Missing or InvalidKBA-01709: Project Billing Rule is Missing or Invalid

Question: When I try to process my pay application, I get the following error message. What should I do? Unable to acquire invoice number Please fix the following issue: Project

Project Setup-Specific CapabilitiesProject Setup-Specific Capabilities

The following capabilities assume that the user has been given access/edit rights to the document. See Document Update Rights and General Document Capabilities. SYS | Clear Budget/Delete Project (RDS) R

Pay Application-Specific CapabilitiesPay Application-Specific Capabilities

The following capability assumes that the user has been given access/edit rights to the document. See Document Update Rights and General Document Capabilities. DOC | Can reverse posting of a