Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document route even though the predefined route includes the role of
Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document route even though the predefined route includes the role of
Question: I need to move money from one line in my approved budget to one or more other lines. My changes need to leave me with a net-zero budget revision.
Did You Know? The BFA workbook allows you to set a combination of Filter and Sort options as your “favorites.” When the BFA workbook is opened subsequently, the filter and
Request: We have noticed that when we post revenue or expenses on an Owner Change Order, the statuses of all Self-Perform Change Items (CIs) are automatically set to Approved and
Question: Some documents have a predefined route, which adds people to the route automatically. Sometimes a person does not need to be on the route of a particular document. Could
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse over a question mark, I get some information. How do
Request: It has happened more than once: a user sets the Project Setup status to Completed, only to need to do more with that project afterward. Or a user accidentally
Did You Know?: An Attachment Added alert type is available and can be configured to notify PMs (or anyone else) that a file has been attached to a document by
Question: What are the requirements and best practices for using the Import Wizard to fill out our budget (BFA workbook)? Answer: Before you can use the Import Wizard in the