SOV – Supplemental Workbooks
If you have created a supplemental workbook to use with your SOV data, you can easily access the supplemental workbook…
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Documentation
Logging Into sfPMS
When sfPMS launches, the Login screen appears in your default browser. To log onto sfPMS: Enter your ID as assigned…
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Three Ways to Open a Project Dashboard
See Ways to Open the Project Dashboard newsletter article for updated information. Option One Hover your mouse over the +…
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Changes to Contact Report
This report lists changes made to a user’s Contact Detail record and optionally changes to the contacts primary company and…
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Change Item Log with Detail
This report lists Change Items and provides more details than the Change Item Log. Filters Project – the Project ID….
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Document Access History Report
This report is accessed through the Exclusivity menu on a document. It lists who viewed and acted on that document. Filters…
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ATC: ATTACH ASSEMBLE
ATC: ATTACH ASSEMBLE options This command assembles all attachments that are flagged as Incl=Assemble (on the document’s Attachment tab) and attaches that assembled…
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ATC: UPDATE
ATC: UPDATE target = value This command updates a target area with a new value. target is required. Currently, the only valid…
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ATC: DIRECT
ATC: DIRECTremote-command This command sends an instruction to the ATC workflow engine for background processing. remote-command is required. See KBA-01573 for possible…
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Focus Guide: Forecast and Analysis
The Forecast and Analysis Focus Guide covers the following topics: Introduction Project Forecast Prerequisite Forecast Document BFA Workbook in Forecast Mode Forecast…
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