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

Visit ForSitePro

Log In

Find answers and get help from Intercom Support and Community Experts

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