KBA-01688: KPI Current Contract vs. Cost Analysis Detail RevenueKBA-01688: KPI Current Contract vs. Cost Analysis Detail Revenue

Question: Sometimes the Current Contract amount on a project’s Key Performance Indicator part (KPI) is not the same as the Revenue amount on the Cost Analysis Detail part (CAD). Why

Changes to Manage | Route toolChanges to Manage | Route tool

Are you aware that the Routes tool on the Manage Dashboard (that is used to set up predefined routes) was improved? Improvements include a new special role, better UI in

Automatic Exclusive AccessAutomatic Exclusive Access

Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But couldn’t we get that exclusive access just by opening the

V2016 Configuration Options for the Notes TabV2016 Configuration Options for the Notes Tab

Did you know that V2016 added four possible configuration items (fields) to the document Notes tab? These new items give you more flexibility for Doc types that require several types

Project Setup/Project Dashboard BehaviorProject Setup/Project Dashboard Behavior

Request: We sometimes make changes to the Project Setup documents on several projects by opening them from the Catalog. When we open each document, the corresponding Project Dashboard opens up

KBA-01686: Microsoft Excel Freezes at 74%KBA-01686: Microsoft Excel Freezes at 74%

Problem: When loading a Microsoft Excel workbook, such as BFA or SOV, the workbook stalls at 74% Set Index. Solution: Microsoft Excel Security Update KB3178690 introduced a problem that affected

AttendeeToggle RuleAttendeeToggle Rule

Request: We would like to be able to list all the people who attend our events on Event documents, even if those people are not in our Contacts. Can we configure

KBA-01685: Linked Via Cloud Connector noteKBA-01685: Linked Via Cloud Connector note

Question: We are integrated with a cloud provider. Sometimes we notice that “Linked via Cloud Connector” appears as a note on a document’s Attachment tab. What does that mean? Answer:

KBA-01684: Compliance Notification WorkflowKBA-01684: Compliance Notification Workflow

Question: What does the Compliance Type “auto” workflow script do? Can I stop the workflow script when there is no Compliance item expiration date? Answer: The Compliance Types tool includes

How to Show and Export Column Grid DataHow to Show and Export Column Grid Data

Options on the in-column drop-down menu allow you to 1) read a default description of each column, 2) temporarily show or hide columns, and 3) export column data to Microsoft