Problem: Can automated (predefined) Routes be created for documents based on whether or not the document has a ProjectID? Solution: Yes. When creating an predefined Route (through the Routes tool
Problem: Can automated (predefined) Routes be created for documents based on whether or not the document has a ProjectID? Solution: Yes. When creating an predefined Route (through the Routes tool
Purpose & Scope: Importing Contacts from a Microsoft Excel workbook into sfPMS is fairly simple, provided you can log on to the server as an Administrator and have a System
Summary: The template engine checks the WordTemplateConfig rule group for rule entries in the form table:ParentList. These entries define temporary (dynamic) parent relationships. One table can be the parent of another
Question: I understand that there are ready-made Supplemental Workbooks that I can use or modify. How can I get them? Answer: Spitfire‘s BFA (Budget, Forecast, Analysis), SOV (Schedule of Values) and
Question: Can I disable automatic budget revisions created for project Change Orders? Answer: Of course! Open the Rules Maintenance Tool on the System Admin Dashboard. Expand the Budget Config rule
Question: I encountered a problem when using the BFA (SOV, PD) workbook and now Microsoft Excel is asking if I want to save and use the AutoRecover file. Should I select
Question: What happens if I include the Doc Source Contact role in an predefined route, considering that when a new document is first created, there might be no source contact
Question: My approved Initial Budget is all wrong. Can I get rid of that one and start over? Can I remove all my cost codes (work-breakdown-structure) and start again? Answer: