Request: We sometimes make changes to the Project Setup documents on several projects by opening them from the Catalog. When we open each document, the corresponding Project Dashboard opens up
Request: We sometimes make changes to the Project Setup documents on several projects by opening them from the Catalog. When we open each document, the corresponding Project Dashboard opens up
Request: We would like to be able to list all the people who attend our events on Event documents, even if those people are not in our Contacts. Can we configure
Options on the in-column drop-down menu allow you to 1) read a default description of each column, 2) temporarily show or hide columns, and 3) export column data to Microsoft
Question: In a recent webinar, I saw that you could have Due dates not fall on Saturday or Sunday. How can I set that up? Answer: sfPMS has a WEEKDAY
Request: I’d like to have the reports from the Report Browser default to the project that I’m currently working on, based on the Project Dashboard that I have open and
You can open a Project Dashboard from various locations: From anywhere: Click the + tab then either type or look up a project by ID or name. From Home Dashboard:
Question: I often assign the Project Manager role to users for a specific project only. But sometimes, I don’t want to be so limiting. If I leave the role “unassigned” will
Question: Is there a way to configure the Build Route dialog box to default to CC as the route status? Answer: Yes! By default, when you use the Build Route
The multi-select feature—the feature that allows you to add multiple rows at once—is available on the Instruction/Attributes tab on documents. For example, the multi-select icon appears on the Equipment tab (a relabeled