Once approved or cancelled, a Forecast document and its BFA workbook become read-only. They remain available for review. No matter when you open a prior forecast, the snapshot behind the
Once approved or cancelled, a Forecast document and its BFA workbook become read-only. They remain available for review. No matter when you open a prior forecast, the snapshot behind the
When it is time for your final entry in your forecast, you can, if necessary, use the Forecast Final Entry option. The Forecast Final Entry option takes the total Actual
Intro to Budgeting Spitfire includes a fully audited Budget function. Each change to the project budget requires an approval and the changes are tracked whether the change was initialed from another documents (for
When you create and save a new Project Setup document in sfPMS, a blank Initial Budget document is created automatically (by default). You can open this Initial Budget either from
You can choose to see all rows that are not distributed. In addition, you can choose to filter the Account Categories by revenue or expense. To show all the undistributed
With “As Bid” Budget (Optional) If your site has the ProjectConfig | BidBudget rule turned on, sfPMS will automatically create an additional Budget document for each project, called, by default,
The Budget document controls access to the BFA workbook. To open the BFA workbook in Budget mode, click the Excel icon in the Initial Budget. The initial BFA workbook will
To add rows manually: From the Budget ribbon click Add Rows. The Enter/Browse dialog will appear. In each Cost Code field, either click Browse or type codes. In Account Category
You can choose to include Billing Codes in your Initial (and subsequent) Budget. Billing codes are often supplied by the customer to organize the Schedule of Values (SOV) for payments.
To delete a row or multiple rows: From the Budget ribbon, click Delete Rows. You can choose to delete one Account Category row, one Cost Code including all its Account