Configure
1. You can create, delete, activate, and deactivate a mail merge template. To add a new mail merge template for Word and Excel files, click&nbs...
Thu, 19 Aug, 2021 at 7:56 PM
As an admin you can rename the fields in most of the input screens provided under projects. You can also rename how they get displayed in the All Projects g...
Tue, 9 Nov, 2021 at 8:54 PM
In a project, Price/ASP is calculated based on the line items in the ASP section. Check or uncheck the line items which need to be included in the total Pri...
Tue, 9 Nov, 2021 at 10:07 PM
Overview This article describes how to configure Project Variance Report (PVR) Settings. TABLE OF CONTENTS Configure PVR Settings Introducti...
Thu, 11 Nov, 2021 at 12:30 AM
Go to Settings > Configure > Data Quality Dashboard to edit the Data Quality Dashboard. Add and Delete Column You can add up to 20 col...
Mon, 4 Oct, 2021 at 10:12 PM
Overview This article describes how to configure a slippage report. Go to Settings > Configure > Slippage Report. Select which slippage option...
Thu, 28 Oct, 2021 at 12:36 AM
To make changes to the contract management screen, go to Settings > Configure > Contract Management. Click on the Edit button to edit a contra...
Thu, 28 Oct, 2021 at 8:35 PM