Question: Is there a way to configure the Build Route dialog box to default to CC as the route status? Answer: Yes! By default, when you use the Build Route
KBA-01655: Potential Exposure in BFAKBA-01655: Potential Exposure in BFA
Question: How do I drive values into the Potential Exposure column in the BFA workbook? Answer: Spitfire supports Potential Exposure from RFQ and CCO documents matching certain statuses. When you
Rule Configuration ReportRule Configuration Report
This report lists rules and rule values that have been manually added to the system. Filter Show Rule Description – whether or not to include descriptions of the rules in
KBA-01605: Email is ‘On Behalf Of’ the SenderKBA-01605: Email is ‘On Behalf Of’ the Sender
Question: Why does sfPMS add On Behalf Of… to the email sender name? Can I make the emails that sfPMS sends be from the actual sender? Answer: The short answer is
KBA-01483: Creating a Custom doc type with Unit * Rate features in the Item DetailKBA-01483: Creating a Custom doc type with Unit * Rate features in the Item Detail
Question: Can I configure my custom Doc type to work like the Bid doc type? I‘d like to use the Unit * Rate feature and have the Total appear on
KBA-01511: Using Subordinate DocumentsKBA-01511: Using Subordinate Documents
Question: Can I have a custom Doc type include a TO tab like the Bid Package, where other related documents are created and listed? Answer: Yes! Here is an overview
KBA-01476: Defining a Dynamic Query Alias for use in Bookmark TemplatesKBA-01476: Defining a Dynamic Query Alias for use in Bookmark Templates
Question: How can I reference additional data in my bookmark template (i.e, Attachment, Transmittal, Item Cover, etc), created in Microsoft Word? Answer: Almost any data can be accessed in a Word
KBA-01503: qAlias Bookmarks for CCO (Commitment Change Order) fieldsKBA-01503: qAlias Bookmarks for CCO (Commitment Change Order) fields
Problem: When working with the CCO (Commitment Change Order) template, you can use the following qAlias bookmarks if you first add the qAlias bookmarks into the QueryConfig rule using the script below.
KBA-01570: qAlias for Daily Field ReportsKBA-01570: qAlias for Daily Field Reports
Summary: sfPMS includes a procedure that gathers PTD and MTD information handy for daily field reports based upon the Doc date: WReadings – Number of weather readings on record for