The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts.

Once you access the individual or company, click the icon highlighted above to access the document.

Compliance Tab on Vendor Document
By default the Vendor Doc Type includes the Compliance tab, where requirements are tracked for specific vendors.

 

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Forecast OverviewForecast Overview

Forecast documents detail financial forecasts throughout your project. Each Forecast document open the BFA workbook in Forecast mode. Forecast documents and corresponding BFA workbooks require the project to have an