Knowledge Vault
How-to guides, access requirements, and troubleshooting across the app suite.
General
BENCH
Getting access to BENCH
BENCH uses no AD group or Credentials grant -- any signed-in Nexus One user can reach every tile and tool.
Formatting monthly OpU workbooks with The Press
Header Cell, Row Color, Zoom, Sort, and Print Area per workbook -- all in the browser, with settings that persist per-browser except Period.
Splitting workbooks into per-OpU files with The Press
The shared OpU List, matching Indirect/Safety Cost by company code number, and Preview Match before you commit to a split.
The seven split modes in SLICE, explained
WO#, Job Number, Approval status, Vector Job ID, Invoice (fast/OCR), and KPA Ticket -- what each mode does and its sub-options.
Building the OneStream Job Key with BRIDGE
Required columns, the E<Company>_<Job Number> - <Job Name> key format, and what a flagged Job Number means.
FLEX
Getting access to FLEX
Any signed-in Nexus One user can open FLEX and edit the wage tables -- no grant required. Not yet deployed to the real server.
Managing jobs, pay classes, and effective-dated rates
Add jobs and pay classes, then add rate rows with an effective date -- changing a rate means adding a new row, never editing the old one.
Bulk-loading wage tables with CSV import/export
The exact column layout for payroll's spreadsheet, and how duplicates and bad rows are handled on import.
Using the Timecard Tool's cross-BU overtime check
Combine HCSS exports from multiple business units, confirm pay-type and cost-type settings, and download a corrected payroll file -- entirely in your browser.
Why can't FLEX calculate cash-in-lieu or export to Spectrum?
The CIL calculation and Spectrum export are a known gap, not a bug -- payroll's rules are still pending a working session.
FORGE
Running the JDE Import Process in FORGE
What the "Run JDE Import Process" button does, and how to watch it finish.
Understanding the Import Files grid
Confirming that a specific date's file loaded, and how many assets it contained.
Reading the Discrepancy Report
What each column means, and how to export it — descriptive only, see the note inside.
Comparing JDE and FINFA 120 Totals
Reading the two totals panels, and using "Copy for Excel" to paste real numbers.
Downloading the Monthly Report
One click, one date, one Excel file.
Checking Equipment Status by Code
Paste or upload a list of Equipment Codes and see their status across companies.
What "New Properties" and "Missing Asset Data" mean on the dashboard
What the two panels show — descriptive only, see the note inside.
Access Denied on FORGE?
FORGE is gated by a Nexus One Credentials grant now, not an AD group. The two denial messages, explained.
LOOP
Getting access to LOOP
LOOP is gated by a Nexus One Credentials grant now, not an AD group. How to get added.
Why didn't my Non-Portfolio confirm amount update after I refreshed?
Once a confirm hits Pending or Approve its amount freezes — refreshing from SQL only updates New/blank/Reject rows.
Adding an Identified Difference on IC Review
How to log a reason for a pairing's difference on IC Review so Unidentified adjusts automatically.
Unposted AP on IC Review is reference-only
Unposted AP and "Unid. + Unposted AP" on IC Review are informational only — neither feeds into Unidentified or the Dashboard tie-out.
What NEW means on the Dump List — and how to clear it
NEW flags an account with no IC Review pairing or no Reclass Review line — fix it from the Unmapped tab's pair→/map→ shortcuts.
Uploading Unposted JE — and how it differs from Unposted AP
Unposted JE is a manual Excel upload matched by column header, not position; Unposted AP instead refreshes itself from SQL.
Reading the amber flags and status pills across LOOP
The amber highlighting and colored status pills mean the same thing on every LOOP tab — this reference decodes them once.
Auto-refresh schedules and "Load all sources" on the Import tab
"Load all sources" and every schedule run the same five-step sequence; Unposted JE and the legacy SharePoint refresh are never automatic.
PACE
Getting access to PACE
PACE doesn't use an AD group -- access is a per-person Nexus One Credentials grant, and an Admin-role grant is what unlocks the setup tabs.
How the recurring monthly template and rollover work
One active template's tasks and binders get stamped into a new period every month automatically -- how due rules, the months filter, and auto-rollover actually work.
Reading the huddle board
The big-screen /huddle view -- Overdue, Due Today, and Binders bands, an optional LOOP strip, and an auto-refreshing calendar -- plus the All Tasks panel below it that doesn't auto-refresh.
WIP binder tracking and sign-off
The 4-stage binder status auto-stamps pre/final approval timestamps as you move forward, and clears them if you move back.
Task status colors, due states, and dependencies
The four status values, the five due-state colors they combine with, and how a single-parent dependency computes "waiting on."
Setting up the daily digest email
Configure recipients, which sections to include, and one or more send schedules from Settings -> Digest -- sending requires SendGrid to be configured first.
PRISM
Getting access to PRISM
PRISM's launcher is open to any signed-in user; admin pages need a PRISM Admin grant in Nexus One's Credentials area, replacing PRISM's old local admin list.
Why can't I see a report I'm expecting?
Report visibility is narrowed by your Spectrum Module/Level access — check the launcher's own "Your access levels" panel before assuming it's a bug.
Launching a report sent me to a Power BI sign-in or "access denied" page
Launch just redirects you to the report's actual Power BI page — a login prompt or access-denied there is Power BI's own security, not PRISM's.
Searching and filtering the report catalog
Search matches report names, descriptions, and fields, and combines with the Company/Module filters and Favorites only toggle.
Favoriting reports and Recently Used
Star a report to favorite it, and your last 6 launches show up automatically in Recently Used.
Reading the Audit Log dashboard
How to read the Audit Log's usage stats, cross-filterable Report usage/Viewers tables, and the detailed, exportable launch log.
Managing the report catalog (admin)
Hide/Unhide and the description field are the only manual overrides on the synced report catalog; RDL re-import only works from one machine.
Security Status and Data Sources pages (admin)
What Filtered/Unfiltered mode means, when to hit Refresh Security Now, and how Data Sources maps every figure back to where it comes from.
PULSE
Getting access to PULSE
PULSE uses two layers -- a base Nexus One Credentials grant, then PULSE's own Access Groups on top. How to get both.
Requesting a PULSE Access Group
How the checkbox picker on Request Access works, and what happens after you submit.
Understanding PULSE's Access Groups
What each category of Access Group actually grants -- pages, companies, and margin scoping.
Why can't I see a page in PULSE?
Missing pages usually mean a missing Access Group, a stale login, or a company/margin restriction -- not a bug.
Previewing another view with Act as (admin)
PULSE admins can simulate any combination of Access Groups from the admin panel, without needing a real account in that state.
SPARK
Getting access to SPARK
SPARK is gated by a Nexus One Credentials grant, with a separate Admin-tier entitlement unlocking the GL Dim and Excluded Cardholders admin pages.
Downloading and running the SPARK OCR module
Batch OCR downloads a standalone exe that runs entirely on your own machine -- keep it next to its _internal folder, and keep the companion export in the Receipts Folder so flags link back to a transaction.
Loading and reviewing P-Card transactions
P-Card Excel loads a month's transactions for review; Database vs One-time controls whether Finalize to PULSE is available; Trend re-scores trailing months straight from PULSE history.
Reading flags and the risk score
How flag points roll up into Critical/High/Medium/Low, and which flags come from the P-Card Excel versus the per-receipt OCR module.
Why did my OCR Excel import fail?
A missing-columns error means the OCR scan didn't find a companion transaction export in the Receipts Folder -- re-importing itself is always safe and never skips rows.
Why doesn't a receipt image show in the detail view?
None of SPARK's toolbar buttons currently hand the browser the actual receipt file, so the image pane and Open Original are expected to be empty -- view the receipt from the OCR module's own output instead.
SURGE
Getting access to SURGE
SURGE doesn't use an AD group — access is granted per person. How to get added.
Why is this month grayed out and I can't type in it?
Once a Forecast Version closes a month, Rev/Cost/Hrs lock to actuals and become read-only.
Pasting from Excel into the forecast grid
Copy a range from Excel and paste into one cell — it fills right/down automatically.
Understanding the POC Contracts tab
Input Mode, JTD Rev/Cost, and why a row highlights red when it doesn't reconcile.
Using the Spreading tool to fill in remaining POC revenue
Evenly fill N months with whatever revenue is still needed to reconcile a POC contract.
Forecasting by Job or Phase
The Detail Level dropdown, expanding a contract, and pinning contracts so they stay expanded.
Department tagging on Indirect Contracts (and why "Department Breakdown" is gone)
The old per-department forecast numbers feature was removed — here's what replaced it.
Setting up your Preferences
Default Operating Unit, Excluded Contracts, and Job/Phase pins — all per-person, not shared.
Why can't I select multiple Operating Units on Home or SG&A?
Home, SG&A, Uncommitted Jobs, and OneStream exports are single-CO by design.
Reading the Home tab
What the Operating Income summary shows per Company Code — and what it doesn't.
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