Power UX Right-Click Options for FilesPower UX Right-Click Options for Files

Did You Know? In Power UX, you can right-mouse-click on a filename in the Catalog and pull up an options menu. This is true also in the Files part of

Type Column in BFA Export FilesType Column in BFA Export Files

Question: I use the Export option in BFA to get a copy of my budget rows. Sometimes my export includes a Type column in column A and sometimes it doesn’t.

Units (Quantities) and Rates on CCO ItemsUnits (Quantities) and Rates on CCO Items

Question: I have noticed that on Commitment Change Orders (CCOs), I can enter the Quantity and Rate for some of my Items, but not all of them.  Why is this? 

Manually Adding Routees by Email AddressManually Adding Routees by Email Address

Did You Know? When you need to manually add one or more people to a document route, you can either use the lookup icon to find each person by name,

Previewing Files in Power UXPreviewing Files in Power UX

Question: Some of my documents have many file attachments. Is there a way to see thumbnail pictures of my files in Power UX? That would make it easier for me

Linking to Your Own Browser Report DocumentationLinking to Your Own Browser Report Documentation

Did You Know? Now that all reports in the Report Browser in Power UX provide links to our documentation about those reports, you also can add a link to your

Deleting or Reversing Posted Owner Change OrdersDeleting or Reversing Posted Owner Change Orders

Question: We made a mistake on a Change Order that was accidentally approved. Is there a way to change the status of that Change Order back to In Process so

Merging and Deleting ContactsMerging and Deleting Contacts

Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay to delete the duplicate Contact or is there a way

Adding a New Recur (How Often) IntervalAdding a New Recur (How Often) Interval

Did You Know? You can set up a Recur interval to be used by the Compliance Type, Alert Type and Alert Subscription tools. By default, the choices offered are Daily,

Editing Fields on Closed DocumentsEditing Fields on Closed Documents

Question: I know that we cannot make changes to a document after it is set to a closed status (and the document becomes read-only), but sometimes we need to add