ForSitePro

How to add new funds & series, edit funds & series, Financial Manager tool

Setup and Manage Fund Accounts

Understanding Retention

Editing and Deleting Change Events

Transaction Statuses

Browser Settings and ForSitePro

File Management at the Program Level, Files, File Tree

Program Files

Program Workspace, General Navigation, Switch Programs, Multi-Program Workspace, Programs Setup

How to Access Program Workspace

Transaction Status, Transactions Marked Paid, Warning Modal

Marking Transactions as Paid

How to add Risks, assign Impact, Probability and Priority, Risk Management

The Risk Register

Program Overview, Program Dashboard, Fund Sources, Risk Register, Files

Program Home Tabs

Cost Forecasting

How to Export Records Data to Excel

End of Year Closeout, Accruals, Accrual Reversal, Transaction Type

Accruals and Accrual Reversals

Schedules, Project Schedules, Program Schedules, Project Management Tools

Program and Project Scheduling

Paginated Reports

Tasks, Project Tasks, Project Management Tools

Project Tasks

Activity Center

Idea Portal, development, workflow, new idea, ForSitePro improvements

Have an idea? Submit to our Idea Portal...And Watch What Happens Next!

final state edits, unlock transactions, unlock commitment items, unlock change events, unlock feature

Editing "Final" Commitment Items, Change Events & Transactions

browsing, multi-program, multi tabs, best practices, Customer Success, User Experience

ForSitePro: Browsing Do's and Don'ts

Use Records Pages to create, save and share filtered views of data.

Save & Share Views

The ForSitePro KnowledgeBase

Welcome to ForSitePro

Landing Page, General Navigation, Program Details

Program Home

Essentials

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.