Overview: The RecurIncrement rules convert Recur codes (from the Code Maintenance tool) into three numbers defining the recurrence rate (in days;months;years). There should be one rule per Recur code. The
Overview: The RecurIncrement rules convert Recur codes (from the Code Maintenance tool) into three numbers defining the recurrence rate (in days;months;years). There should be one rule per Recur code. The
Overview: The RouteApproved rules indicate which RouteStatus codes send the document on to the next routee (if any) and remove the document from the current routee’s Inbox. The ReportApproved rule
Summary: The Rules Maintenance Tool on the System Admin Dashboard includes a couple of rule groups that help the system understand the purpose of the Item Status codes associated with
Overview: The EnableManualCloseAtStatus rules indicate the DocStatus code(s) that allow users to manually close a document (of the specified Doc type) through an icon (which appears on the document next
Overview: The PostExpensesAtStatus rules configure the system to automatically post Budget Revisions for Change Order expenses, based upon document status changes. The PostRevenueAtStatus rules configure the system to automatically post
Overview: The FileTypeConfig rules control various optional behavior and handling of files. The FileTypeConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule
Question: How can I control the choices in drop-down lists (i.e., pick lists), or reuse codes from one Doc type for other Doc types? Answer: In sfPMS, choices for drop-down
Overview: The ProjectCAFormulas rules define computations for the Cost Analysis part of the Project Dashboard. These are advanced rules. Computed fields might be used to display a value in a