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Welcome to Questions & Answers where Dude Community members ask questions and get answers. To get started, just start typing your question below to see if the question already exists. If not,ask a new question of your own.

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Can I Attach a Document or a Link to a Component in Capital Forecast?

Thanks for the question DK. As of yesterday in fact, we launched an enhancement to Capital Forecast that addresses that very need. Within your Capital Forecast solution click on the Building Components tab, and then select a Component ID. Once on the …

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How Do I Avoid Issues for Class and Type When Importing Equipment in Capital Forecast?

Great point, Bobbi. The import assumes you may want to overwrite existing data, so it may be best to leave non-required fields you do not want overwritten as blank/null or simply do not choose that column during the import. On a related note, having …

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How Do I Clean Up Duplicate or Misspelled Suppliers, Contractors or Vendors?

A common scenario I've been presented with: I have multiple vendors, companies or contractors in our Supplier list that are the same, but spelled differently or strangely. How did those duplicate or misspelled companies happen? What does that to do my …

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How Would You Track Greenhouse or Nursery Inventory?

My first thought is keep it simple and I would love others' feedback. Ultimately, the Dude's Inventory solution cares about a transaction history and what shifted a change. That change could be a: Received Transaction : new plant bulbs purchased, yet …

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How Do I Track Stock and Tools in a Van, Other Vehicle or Tool Room?

Good methods to consider. I’d go with Inventory because there seems to be a business need in addition to a documentation need, then I’ll explain where PMs have benefit. OPTION 1: THE INVENTORY SOLUTION Where do you keep things? With the Dude’s …

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How Do I Merge Duplicate Requester Accounts into a Single Account on MaintenanceDirect

Some of our requesters have accidentally created multiple requester accounts, some of which contain outdated information. We would like to merge (or achieve a similar result) these accounts into one single account that contains all of the requests made …

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Guidelines for setting Priority in MaintenanceDirect

I'm curious whether anyone has (and is willing to share) the guidelines they use to train users to REALISTICALLY identify the Priority of a Work Order.

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Did something change with pool selection when issuing items?

Our two people who are in charge of issuing stockroom items noticed that something changed a couple of weeks ago. In the past when they were approving and issuing requests there was a default "Pool" that appeared automatically, which really sped up the …

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How Do I Update my Fiscal Year?

In Maintenance, click: ACCOUNT SETUP tab SHORTCUTS link START NEW FISCAL YEAR Enter a New Fiscal Period and uncheck any Budget Codes listed that do not close at the end of the Fiscal Year START NEW FISCAL YEAR NOW button In Inventory, click: …

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