Overview: The WBAConfig rules control various optional behavior of the work-breakdown-account category. The WBAConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule
Overview: The WBAConfig rules control various optional behavior of the work-breakdown-account category. The WBAConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule
Overview: The ExecutiveDashboard rules define computations for the Executive Dashboard grid. These are advanced rules. Computed fields might be used to display a value in a column, or the value
Question: How does the autocomplete feature work? Answer: Most of the lookup fields in sfPMS include autocomplete. Once the field has three characters of data, the system will attempt to
Question: Why doesn‘t AutoComplete work with one custom lookup? How does AutoComplete know what fields to search? Answer: There are several reasons why a custom lookup might not exhibit expected
Question: The DocTypeConfig rule group (found on the Rules Maintenance tool on the System Admin Dashboard) includes an AutoReroute rule. How does that work? Answer: When AutoReroute is set to 1
Question: How long does an Alert stay in the system? Answer: A maximum of 62 days. Of course, you can delete an Alert (or all Alerts) from your Home Dashboard
Purpose & Scope: In order for the joint Pay function to work within Spitfire Subcontract Pay Requests, the AP Check format(s) needs to be adjusted in Microsoft Dynamics SL: Join the Project Controller
Question: My site is set up to process joint payments in Microsoft Dynamics SL, so I want to add the Joint Payee field to the Liens tab on the Pay Request
Question: Can I set up a GL Subaccount mapping to use when creating a project based on anything other than sub type or contract type? Answer: Yes. The ProjectConfig rule
Question: What is special about the Custom Internal Staff Capability? Why can‘t some users see attachments that are ‘not sent‘? Answer: When a user is a member of a role