Expressions – Bookmark TemplatesExpressions – Bookmark Templates

Both filters and computed fields use expressions enabling you to compute and manipulate data. In the Filter example, OriginalQuote <> 0 was the expression; in the Computed Fields example, (cmpToRevenueAmount /

Data from Route Details – Bookmark TemplatesData from Route Details – Bookmark Templates

Use the following bookmark names for information related to a document’s Route Details tab (ie, the routee rows on a document). Since the Route Details tab can have multiple rows,

Route Data for Transmittal Doc Templates – Bookmark TemplatesRoute Data for Transmittal Doc Templates – Bookmark Templates

The following bookmarks can be used on Transmittal templates only. Bookmark Explanation ToRoute_BinType The type of the transmittal file (.doc, .docx) ToRoute_ByUser The person who specified the use of the

Data from Attachments – Bookmark TemplatesData from Attachments – Bookmark Templates

Use the following bookmark names for information related to a document’s Attachment tab (i.e., to the files and documents attached to the document). Bookmark Name Explanation DocAttachedFile_AttachedItemNumber The number of

Data from Project Setup – Bookmark TemplatesData from Project Setup – Bookmark Templates

When you are designing a Bookmark Template for a Doc Type other than Project Setup but want to include information from that project’s Project Setup document, use the following bookmarks.

Data from Commitments and Pay Requests – Bookmark TemplatesData from Commitments and Pay Requests – Bookmark Templates

When you create a Bookmark Template for a Change Order or Pay Request document, you can access information found on its corresponding Commitment document or previous Pay Requests. In addition

Change Order Data – Bookmark TemplatesChange Order Data – Bookmark Templates

The following bookmarks are for Change Order and Proposed CO documents only. Bookmark Name Explanation CORequestForm_DocMasterKey The GUID of the Change Order CORequestForm_DocState That state (not status) of the Change

Contact Prefixes – Bookmark TemplatesContact Prefixes – Bookmark Templates

See instead Bookmark Prefixes for Contact Information   You can use any of the Contact prefixes described earlier (DCO_, DTI_, DSAL_, etc.) in front of the following bookmark names (ex:

DM_ and DV_ Prefixes – Bookmark TemplatesDM_ and DV_ Prefixes – Bookmark Templates

The DM_ Prefix You can use the DM_ prefix in front of the following bookmark names: Bookmark with Prefix Explanation DM_DocHeader_Project Project ID Code with mask DM_DocHeader_ProjEntity DM_DocItemTask_ProjEntity Cost Code

Bookmark Templates – What’s NewBookmark Templates – What’s New

Version 4.5 Appendix 1 – Fourth Quarter Additions Templates qTeam – New qAlias distributed with the system. The qTeam bookmark pulls all the team members from the Project Dashboard’s Team