Question: I want to change the Site Settings for my Budget (BFA). When I try to make a change on the Setup worksheet, though, I get the message The cell or chart
Question: My sfPMS Site is integrated to Acumatica. How do we upgrade the Acumatica version? Answer: Here is our recommended best practice: On the sfPMS IIS server, open an admin
Question: How do I set up a Commitment line to have a rate, but no predetermined units? Answer: Create a Commitment document. Add an Item, as usual. Select a UOM that
Question: What data is available for the DataField= and Calc= options from the Home Dashboard Inbox List Grid fields? Answer: Only a small subset of possible document data is loaded for
Question: What is the Unknown user that shows up as a System Admin on some reports? I am locked out of the System Admin account. How do I regain access?
Question: How do I enable the sfPMS Import Tool? Answer: Here’s how to prepare a workstation for using the sfPMS Import Tool: Select a workstation that is on the same
Question: What data is available for the DataField= and Calc= options from the Catalog Dashboard Document List Grid fields? Answer: Only a small subset of possible document data is loaded
Question: How do I reload my site configuration without having to get users out of the system? Answer: Use the button on the Resources Tab of the Diagnostics Tools page.