Alert Subscriptions
The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up…
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Documentation
Manage Dashboard Overview
The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part…
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The Allocations Tool
The Allocations tool allows you to set up allocations and markups to be automatically calculated and added to a Change…
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The Allocations Part
When you select the Allocations tool, the Allocations and Markups part appears. Columns Entry Type Allocation: tells the system to…
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Setting Up Allocations and Markups for a Project
Allocations Tool To add a Markup for CI Budget Entries: On the Manage Dashboard, select the Allocations tool. Click the…
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Examples of Allocations and Markups
Examples of Allocations You have a Project Setup with a Contract Type of Fixed Price to Rev (FPR). On a…
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The Alert Subscriptions Tool
The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up…
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Alert Subscription Part
When you select the Alert Subscription tool, the corresponding part appears: Columns User/Group Either the name of the person or…
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Adding and Editing Alert Subscriptions
To add a global Alert Subscription: From the Manage Dashboard, select Alert Subscriptions. Click Add a row. If the User/Role…
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The CSI Maintenance Tool
The CSI Maintenance tools allows you to set up and list CSI (Construction Specification Institute) codes with short and long…
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