Viewing UOM on Change Order Budget EntriesViewing 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 to see the UOM (Unit of Measure) for the budget

Retention on Commitment (and Vendor) Pay Request ItemsRetention 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) for each Item. As such, you cannot change the retention

Reverting Back to Site Settings in the BFA WorkbookReverting 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. How do I switch back to using the site settings

Formatting HTML-Enabled FieldsFormatting HTML-Enabled Fields

Question: The Daily Field Report PDF that we send out has an area for “work done today.” I want to format that section so it is easier to read. I

Copying Roles and CapabilitiesCopying Roles and Capabilities

Question: Sometimes we realize that we need a new role, but would like it to have the same capabilities as an existing role. Other times we have a new user

Download Wizard Link OptionsDownload Wizard Link Options

Question: Our outbound emails to vendors include a link to the Download Wizard if attachments are too big. Is it possible to always include the link, regardless of attachment size?

Finding Documents Related to CommitmentsFinding Documents Related to Commitments

Question: Is there a way to easily find and open documents (such as Pay Requests, CCOs, etc.) that are related to a particular Commitment (Subcontract)? Or to open the Commitment

Adding Route Contacts On-the-FlyAdding 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, you can add a new Contact to the system directly

Setting the Default Doc StatusSetting the Default Doc Status

Question: One of our Doc types used to offer only Open and Close as Doc statuses. We added new statuses to the DocStatus codeset for our Doc type, but we’d

Permission to Use Browser ReportsPermission 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 find it. Also, I was not able to attend the