KBA-01923: Validation Warning Message for RulesKBA-01923: Validation Warning Message for Rules

Question: What does the warning symbol on my rule mean? Answer: On the Rule Maintenance tool, a warning icon on the list of rule groups means that the rule group

KBA-01924: Information on the Executive DashboardKBA-01924: Information on the Executive Dashboard

Question: Where do the numbers on the Executive Summary come from? Can I change the columns of information that appear on the Executive Dashboard? Answer: The numbers on the Executive

KBA-01925: Document ExclusivityKBA-01925: Document Exclusivity

Question: If I am making changes to a Spitfire document, can someone else also be making changes at the same time? How do I know if I can save a document?

KBA-01921: Routing by ProxyKBA-01921: Routing by Proxy

Question: What does it mean to have “proxy permission”?  How can I proxy for someone else? Can I proxy for everyone else? Does this proxy permission help move documents that

KBA-01922: Browser Report Output OptionsKBA-01922: Browser Report Output Options

Question: I like reviewing my Report Browser reports right on the screen, but sometimes I want to save that data, either as a PDF file or in Microsoft Excel. What

KBA-01917: Only One Open Document AllowedKBA-01917: Only One Open Document Allowed

Question: I want to create a new Budget document but I’m getting the following message: No New Document! Could not create new document because ‘Only one open document of this

KBA-01916: Bookmarks with DV_ PrefixKBA-01916: Bookmarks with DV_ Prefix

Question: I created an attached file from a Microsoft Word template that shows no such field where the project company name should be.  Thinking that there was a mistake in

KBA-01915: Page Numbers on Assembled PDFsKBA-01915: Page Numbers on Assembled PDFs

Question: I often assemble files into one PDF file through the Assemble option on the Attachments tab. I like being able to route or attach just one larger PDF file.

KBA-01919: Cost Analysis Drill Down in Power UXKBA-01919: Cost Analysis Drill Down in Power UX

Did You Know? The Cost Analysis Detail part of a Project Dashboard allows you to drill down for more information on the Actual and Commit columns. While the drill down

KBA-01918: Defaulting the To and From AddressKBA-01918: Defaulting the To and From Address

Question: Our users are fairly good about filling in the header/side bar on new documents, but they tend to forget to fill out the Addr tab. Is it possible to