Month: October 2017

BFA supports entering data for a budget by copying the budget from an existing project. When you copy the budget from an existing project, you can choose to copy the

The Import Wizard allows you to locate a source document from which to create a Budget from existing data. For example, you might use sophisticated estimating/bidding software that reviews every

The Spitfire Budget document controls access to your budget and also controls when that budget is approved/posted. As long as the status of your first Budget document (be it Initial

When your Budget document’s BFA worksheet is as desired, the appropriate person should approve the Budget document. To approve the Budget document: Open the Budget document. (optional) Make final changes

The Contract Amount of the Project Setup document has a relationship with the revenue amount on your Budget. If you enter an Item on the Project Setup document and then

Once the status of the Initial Budget (or the As Bid Budget) document has been changed to Approved, the “Original Budget” amounts can no longer be edited. Revisions to the

When a Budget document is created automatically, the Budget Type field indicates what created the Budget. By default, the Budget Type can be any of the following: Project If created

Project contingency accounts are frequently used to accommodate unexpected costs during a project’s life cycle. Funds are often redistributed so the net change of revenue or costs remains zero. A

Budget documents and corresponding BFA workbooks that have been Approved (or Cancelled) are available for review only. To review a prior Budget: Begin at the appropriate Budget Dashboard. On the