I am unable to select or even view bookmarks when setting up a project in the 'Assigned Companies' module. Because I cannot select a bookmark, then the information is not showing up in my reports & contracts and etc...
Is there a setting in my user profile that would allow me to see/select bookmarks?
I've attached a screen shot, in case that might help.
Solved! Go to Solution.
It seems that you do not have the correct permissions for the Document Templates module. In the help, Assigning Bookmarks to a Project, it states the following:
- You must have at least View permission to Doc Templates to change the bookmarks, otherwise the bookmark field will be read only on the Team Members edit page.
Have the adminstrator for your Constructware site update you permissions in the User Maintenance / Users module. Have them filter for your name and select the radio button next to your name. Click the Permissions icon (looks like a padlock). Go to the Maintenance tab, and change the Document Templates permission to either View or Administrator.
Hope this helps.
Technical Product Manager, Construction Business Line
AEC Solutions Group