Question: What causes the error: SET references invalid field? What causes the error Expression references invalid table name Answer: These errors are caused by a syntax error in the script, most
Question: Can I change the Source Contact on my Customer and Vendor documents? Answer: No, the Source Contact on these Doc types must be the primary company contact. For this
Problem: Can automated (predefined) Routes be created for documents based on whether or not the document has a ProjectID? Solution: Yes. When creating an predefined Route (through the Routes tool
Purpose & Scope: Importing Contacts from a Microsoft Excel workbook into sfPMS is fairly simple, provided you can log on to the server as an Administrator and have a System
Summary: The template engine checks the WordTemplateConfig rule group for rule entries in the form table:ParentList. These entries define temporary (dynamic) parent relationships. One table can be the parent of another
Question: I understand that there are ready-made Supplemental Workbooks that I can use or modify. How can I get them? Answer: Spitfire‘s BFA (Budget, Forecast, Analysis), SOV (Schedule of Values) and
Question: Can I disable automatic budget revisions created for project Change Orders? Answer: Of course! Open the Rules Maintenance Tool on the System Admin Dashboard. Expand the Budget Config rule