FAQ
If a financial month has been locked, am I still able to correct the forecasted revenue/expenses via a bulk‑edit upload for the closed month?
Question: If a financial month has been locked, am I still able to correct the forecasted revenue or expenses via a bulk‑edit upload for the closed mo...
What Is the Relationship Between Phase Tasks and Timesheet Activities for Time Booking?
Question: How do we configure and use timesheet activities for resources to capture time and ensure that the time booked is capitalized correctly? An...
What does Can Capitalize mean in Phase Tasks?
Question: What does the Can Capitalize option do when setting up Phase Tasks? Answer: Phase Tasks are defined under a specific phase in a metho...