Overview: The WBAConfig rules control various optional behavior of the work-breakdown-account category. The WBAConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule
Overview: The WBAConfig rules control various optional behavior of the work-breakdown-account category. The WBAConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule
Overview: The ExecutiveDashboard rules define computations for the Executive Dashboard grid. These are advanced rules. Computed fields might be used to display a value in a column, or the value
Question: Can I set up a GL Subaccount mapping to use when creating a project based on anything other than sub type or contract type? Answer: Yes. The ProjectConfig rule
Overview: The FileCatalogConfig rules control various optional behaviors for uploading files into the Spitfire Catalog. The FileCatalogConfig rule group is found in the Rules Maintenance tool on the System Admin
Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically change the document route when the document status is set to
Overview: The WhenDocClosed rules control behavior of documents when they are closed by document status. The WhenDocClosed rule group is found in the Rules Maintenance tool on the System Admin
Overview: The NextDocStatus rules specify which status codes can be chosen next for a given status code plus Doc type combination. The NextDocStatus rule group is found in the Rules
Overview: The RouteResponseIsYes rules specify the route response codes that indicate an affirmative response. These rules are used to have the system understand the purpose and usage of Route Response
Overview: The ComplianceConfig (formerly ComplianceNotificationText) rules provide the text for the introduction, notification and action paragraphs on the Compliance Notification document, as well as provide other configurations for compliance tracking.