Making a Net-Zero Budget Revision in BFA
Question: I need to move money from one line in my approved budget to one or more other lines. My…
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Budget Subtypes
Did You Know? The distributed Budget Doc type includes a subtype field, labeled Type. With one exception, this Type field…
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Global Roles and Predefined Routes
Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document…
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Using the RR_ and RC_ Prefixes
You can use the RR_ or RC_ prefix in front of any bookmarks that include the aliases listed below (ex:…
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Routing/Sending a Document Back
Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if…
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Creating a Request for Quote (RFQ)
There are three ways you can create an RFQ document: From the Project Dashboard – use this method whenever you…
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