KBA-01712: Adding RFQs to the Bid Package
Question: How do I add RFQs to the Bid Package? How do I create RFQs from my Bid Package information?…
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Author Archive: Soni York
KBA-01710: Attaching Invitation to Bids onto Bid Packages
Question: I’d like to automatically create RFQs for those vendors who respond in the affirmative to Invitation to Bids. How…
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Designing User Roles
The Roles tool on the System Admin Dashboard allows you to configure your roles. Roles within sfPMS serve two functions:…
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Batch Scanning Capabilities
SYS | Can Upload batches of scanned documents (R) R allows the user to open and use the Batch…
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View Menu Capabilities
All users have the option to toggle the Status Bar and Action Item Status. All users can open a Watched…
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February 2018 – Follow the Money!
Open Google Slides of this Presentation View Recording of this Presentation Follow the Money Do you have questions about…
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Diagnostic Tool Capabilities
PAGE | Diagnostic Utilities (R) R allows the user to access most of the diagnostic tools on the Diag Dashboard….
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Period Distribution Workbook-Specific Capabilities
In V23, the Period Distribution Doc type was renamed Project Cash Flow and the Period Distribution (PD) workbook was renamed…
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BFA Workbook-Specific Capabilities
PAGE | Excel Project Budgeting & Forecasting (RU) R allows the user to open and view the BFA workbook from…
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SOV Workbook-Specific Capabilities
Users who are on an Office-integrated site and who have proper access to the Pay Application document can open and…
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