Production Units OverviewProduction Units Overview

Production Units documents are aggregated to update BFA financial information for Actual and Current units of production at the Cost Code level. Production Unit documents update future BFA workbook snapshots

Creating a Production Units DocumentCreating a Production Units Document

To create a Production Units document: From the Project Dashboard, select Production Units from the Documents list, and click Add. In Description enter useful text. This text will also be

File Route OverviewFile Route Overview

The File Route document is created by sfPMS for the sole purpose of routing a file to another user, thus allowing all Catalog files to be routed. File Route documents

Creating a File RouteCreating a File Route

To create a File Route from a document: Access the document will the file you want to route. On the Attachments tab click Checkin/Checkout and from the pop-up menu select

Customer, Vendor, and Employee DocumentsCustomer, Vendor, and Employee Documents

The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts. Once you access the individual or company, click the icon highlighted

BFA Workbook IntroductionBFA Workbook Introduction

In the Spitfire Project Management System (sfPMS) your budget is entered, viewed, and maintained in the Budget, Forecast, and Analysis (BFA) Workbook. BFA is a Microsoft Excel workbook with multiple

BFA Ribbon OptionsBFA Ribbon Options

The BFA workbook includes the Spitfire BFA, Export, and Settings ribbons. You can use options from these ribbons as you create and edit your data regardless of the mode you

Data Worksheet in the BFA WorkbookData Worksheet in the BFA Workbook

Data Worksheet No matter how you access your BFA workbook, your data will appear on the Data worksheet. Depending on how the Data worksheet was set up, the first few

Division Totals Worksheet the a BFA WorkbookDivision Totals Worksheet the a BFA Workbook

The Division Totals worksheet provides an additional level of grouping for Cost Codes and Account Categories, based on consolidating Cost Codes. For example, if you use CSI Codes, you could

Account Category Totals Worksheet in the BFA WorkbookAccount Category Totals Worksheet in the BFA Workbook

The Account Category Totals worksheet provides an additional level of grouping by Account Categories. To create an Account Category Totals worksheet: Select Account Category Totals from the Spitfire menu. Because