Viewing UOM on Change Order Budget Entries
Question: When I am in the Budget Entries window for a Change Order Item (CI), can there be a way…
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Newsletter Articles
Retention on Commitment and (Vendor) Pay Request Items
Did You Know? Retention on Pay Request Items is calculated based on the retention percentage indicated on the Commitment (Subcontract)…
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Reverting Back to Site Settings in the BFA Workbook
Question: I set up some personal settings for my BFA workbook that overrode the site settings established for my company….
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Formatting HTML-Enabled Fields
Question: The Daily Field Report PDF that we send out has an area for “work done today.” I want to…
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Copying Roles and Capabilities
Question: Sometimes we realize that we need a new role, but would like it to have the same capabilities as…
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Download Wizard Link Options
Question: Our outbound emails to vendors include a link to the Download Wizard if attachments are too big. Is it…
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Finding Documents Related to Commitments
Question: Is there a way to easily find and open documents (such as Pay Requests, CCOs, etc.) that are related…
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Adding Route Contacts On-the-Fly
Did You Know? If you have the SYS| Can Add Contact on the Fly capability in one of your roles,…
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Setting the Default Doc Status
Question: One of our Doc types used to offer only Open and Close as Doc statuses. We added new statuses…
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Permission to Use Browser Reports
Question: I’ve looked for the role capability that allows a user to open and use the general reports, but cannot…
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