Basic System Access Capabilities
Because the following capabilities are considered so basic that everyone should have them, they are included in the Everyone role…
Read more
Documentation
KBA-01713: Routing (Sending) RFQs from the Bid Package
Question: I need to send the same RFQ to a number of vendors. I understand I can do this from…
Read more
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?…
Read more
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…
Read more
Designing User Roles
The Roles tool on the System Admin Dashboard allows you to configure your roles. Roles within sfPMS serve two functions:…
Read more
Batch Scanning Capabilities
SYS | Can Upload batches of scanned documents (R) R allows the user to open and use the Batch…
Read more
View Menu Capabilities
All users have the option to toggle the Status Bar and Action Item Status. All users can open a Watched…
Read more
Diagnostic Tool Capabilities
PAGE | Diagnostic Utilities (R) R allows the user to access most of the diagnostic tools on the Diag Dashboard….
Read more
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…
Read more
BFA Workbook-Specific Capabilities
PAGE | Excel Project Budgeting & Forecasting (RU) R allows the user to open and view the BFA workbook from…
Read more