KBA-01189: Overview of the ItemBudgetRevenue Rules
Overview: The ItemBudgetRevenue rules control the revenue entry on the Budget Entry for a Change Item. The rules are the…
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Author Archive: Dorothy McGovern
KBA-01446: Overview of the RouteApproved Rules
Overview: The RouteApproved rules indicate which RouteStatus codes send the document on to the next routee (if any) and remove…
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KBA-01444: Overview of the RecurIncrement Rules
Overview: The RecurIncrement rules convert Recur codes (from the Code Maintenance tool) into three numbers defining the recurrence rate (in…
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KBA-01443: Overview of the DocItemStatus… rules
Summary: The Rules Maintenance Tool on the System Admin Dashboard includes a couple of rule groups that help the system…
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KBA-01441: Overview of the EnableManualCloseAtStatus rules
Overview: The EnableManualCloseAtStatus rules indicate the DocStatus code(s) that allow users to manually close a document (of the specified Doc…
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KBA-01440: Overview of the PostExpense/Revenue At Status Rules
Overview: The PostExpensesAtStatus rules configure the system to automatically post Budget Revisions for Change Order expenses, based upon document status…
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KBA-01439: Overview of the FileTypeConfig rules
Overview: The FileTypeConfig rules control various optional behavior and handling of files. The FileTypeConfig rule group is found in the…
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KBA-01077: Customizing Code List Filters
Question: How can I control the choices in drop-down lists (i.e., pick lists), or reuse codes from one Doc type…
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KBA-01327: Support for full text search of DWG files
Question: Why can‘t I find a DWG file using a full text search? Answer: The full text search feature is…
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KBA-01516: Automatically setting dates on Submittal Items
Question: When we send out a Submittal to a vendor, can we automatically set the Requested date on the Submittal…
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