What’s New in V2023 Addendum (7/15/23 – 12/31/24)What’s New in V2023 Addendum (7/15/23 – 12/31/24)

Improvements Between July 15, 2023 – December 31, 2024, up through build 9120. See also What’s New in V2023. Note: An asterisk (*) in this document denotes an improvement or new

September 2023: Our Five Favorite Features of V23!September 2023: Our Five Favorite Features of V23!

Open Google Slides of this Presentation View Recording of this Presentation Our Five Favorite Features of V23! Join us for a team discussion of our favorite features in V23 of

KBA-01840: Adjusting Period Distribution Using Schedule DataKBA-01840: Adjusting Period Distribution Using Schedule Data

Question: Can I load data into my Project Cash Flow (previously Period Distribution) workbook from an outside schedule-driven source, using some sort of import workbook? Can I use the Schedule

Commitment Balance by Line ReportCommitment Balance by Line Report

This report lists the the units and amounts on Commitments and what has been paid to date vs. what is outstanding. Filters Project – the Project ID.  You can look

ATC: ATTACH UPDATEATC: ATTACH UPDATE

ATC: ATTACH UPDATE  options This command modified existing matching attachments on a document. options are optional.  There are several options that can be used singularly or together, separated by spaces. 

Bookmark Prefixes for Contact InformationBookmark Prefixes for Contact Information

There are a number of aliases that retrieve information from a Contact Record through its project role or document address connection You can use the Contact prefixes shown below in

ATC: DUEATC: DUE

ATC: DUE option(s)  INTO $variable This command sets the document due date (or optionally, sets it to a specific day of the month) or creates a variable with the date

ATC: SETATC: SET

ATC: SET tablename.fieldname = value This command sets a specified field on the current document to the value specified. tablename is optional; however, if it is omitted, the Document Header

KBA-01782: Index of ATC commandsKBA-01782: Index of ATC commands

Overview The ATC scripting language is a set of English directives. A script command can span multiple lines. Each script begins in the context of the source document with which

KBA-01394: Overview of the EMailText rulesKBA-01394: Overview of the EMailText rules

Overview: The EmailText rules configure what is included in outbound emails generated by the system. You should also discuss email body templates (created in Microsoft Word) with your implementation specialist.