Training

Delivering a high quality product that meets market demand is our primary goal. Providing training to our clients so that they can successfully run their business more efficiently and more profitably is our further goal.

Training Videos

We offer various types of videos for clients who need to refresh their memories. These videos are free of charge and available 24/7. Just select a video and start watching.

Training Classes

We also offer training classes that are delivered over the web in a live class session with an instructor.

Each class includes time for Q & A. Class sessions are charged at the rate of $300 per connection. (Cancellation Policy: We require at least one full business day's notice if you need to cancel or reschedule a scheduled class; otherwise, the class will be charged.)

To schedule a training class, send an email to training@spitfiremanagement.com with the names of the classes desired and your preferred days and times. An instructor will get back to you to actually schedule the classes.

Spitfire Project Management Training offers classes ranging from intermediate information to specific advanced topics. These classes are geared toward those who have already been introduced to sfPMS and are comfortable with basic functionality. Classes include the following:

Foundation Classes

 

  • 101 - Basic Navigation
     Introducing concepts, terminology and basic tasks such as creating a new Spitfire document, attaching a file to a document and adding team members to a project. This class is a must for anyone who has not yet used or seen the Spitfire Project Management System (sfPMS).
    Agenda
  •  201 - Documents, Items and Routes
     Creating the Project Setup, Punchlist and Meeting Minutes documents, while learning how to add and use Items and Routes.
    Agenda
    Prerequisite: 101 - Basic Navigation
  •  205 - Commitments and Related Info
     Creating and using Commitment, CCO and Pay Request documents while learning about the Via Excel option, the DocAttach tool, Doc Template printouts, and the Output to PDF tool.
    Agenda
    Prerequisite: 201 - Documents, Items and Routes
  •  210 - Catalog and Files
     Exploring the Catalog Dashboard—with its access to documents, folders and files—and learning about file check-in/check-out.
    Agenda
    Prerequisite: 205 - Commitments and Related Info
  •  214 - Intro to Budgeting
    Understanding the Budget document and the BFA workbook and learning how to create and revise your budget.
    Agenda
    Prerequisite: 210 - Catalog and Files
  • 216 - Intro to SOV Billing
     Understanding the Pay Application document and the SOV workbook and learning how to create and update your Schedule of Values.
    Agenda
    Prerequisite: 210 - Catalog and Files

Advanced Topics

  • 220 - Intro to Merge Templates
    Understanding how Merge Templates in Microsoft Word use placeholders and bookmarks to merge Spitfire data and create document printouts, and creating a simple new template in Microsoft Word.
    Agenda
    Prerequisite: Foundation classes plus permission to access the Manager or System Admin Dashboard.
  •  250 - Submittal Processing
    Understanding how the Submittal Item Register and Submittal and Submittal Package documents work together for submittal processing.
    Agenda
    Prerequisite: Foundation classes
  • 260 - Competitive Bid Processing
    Understanding an Invitation to Bid workflow and a Bid Package to RFQs to Commitment workflow, including how to route to vendors via fax, email and hard copy.
    Agenda
    Prerequisite: Foundation classes
  •  270 - Project Change Orders
    Exploring the RFI, Proposed CO and Change Order Doc types, including how Change Orders change the budget, and how easy it is to create RFQs - CCOs within the Change Order.
    Agenda
    Prerequisite: Foundation classes
  •  420 - Custom Spitfire Documents
    Adding a new Doc type, using the Customization tool to add/remove fields and tabs in the new document, the Code Maintenance tool to establish pick lists, and certain Rules to control the document.
    Agenda
    Prerequisite: Foundation classes plus permission to access the System Admin Dashboard.
  •  430 - Spitfire Item Templates (for the Via Excel Option)
    Understanding how and why you would use a Spitfire Item Template to add and edit Items through the Via Excel option and learning how to create and use your own template file.
    Agenda
    Prerequisite: Foundation classes plus permission to access the Manage or System Admin Dashboard.
  •  440 - Compliance Setup
    Setting up compliance on both the vendor and subcontract levels.
    Agenda
    Prerequisite: Foundation classes plus permission to access the System Admin Dashboard.
  •  510 - Setting Up Email Processing
    Setting up inbound and outbound email processing.
    Agenda
    Prerequisite: Permission to access the System Admin Dashboard.

Workshops

  • 310 - Budget Import Workshop
    Exploring the BFA workbook and import options in depth.
    Agenda
    Prerequisite: 214 - Intro to Budgeting
  •  320 - Forecasting Workshop
    Understanding and using the Forecast Data Entry Form and Forecast workbook.
    Agenda
    Prerequisite: 214 - Intro to Budgeting
  •  330 - Period Distribution Workshop
    Understanding and using the Period Distribution document and worksheet.
    Agenda
    Prerequisite: 214 - Intro to Budgeting
  •  340 - Pay Application Print Templates Workshop
    Using PAPTs for multiple applications for payment.
    Agenda
    Prerequisite: 216 - Intro to SOV Billing
  •  410 - Advanced Bookmark Templates Workshop
    Advanced information about combining and accessing data included in Doc Templates.
    Agenda
    Prerequisite: 220 - Intro to Merge Templates plus permission to access the Manager or System Admin Dashboard.