Several of Spitfire’s Doc types work closely together when you need to make changes to your project. RFI (Request for Information), Proposed CO (Proposed Change Order), CO (Change Order), RFQ
Several of Spitfire’s Doc types work closely together when you need to make changes to your project. RFI (Request for Information), Proposed CO (Proposed Change Order), CO (Change Order), RFQ
Question: Our project is underway and I need to make a change to it. How do I add my change to the Change Order document? Answer: On a new or
Question: I have a Change Item on a Change Order document. How do I enter revenue and expense amounts for this Item? Answer: There are two ways to enter budget
Question: I’ve heard that there is a workflow for when a Change Order requires potential changes to several of my Commitments—that there is way to set up the Budget Entries
Question: When I am ready to post my Change Order expenses, I first go into the Budget Entries and award RFQs to change them to CCOs and then I go
Question: Once I have all my Budget Entries set on my Change Item, how do I post the expenses on my Change Order? How do I post the revenue on
Question: What rules are involved in best practices of Change Order workflows? Answer: There are several rules, established through the Rules Maintenance tool on the System Admin Dashboard, that can
Question: We have allocations set up for our Change Items. How do I add those allocations to the Budget Entries? Answer: Open the Budget Entries for your Change Item (on
Open Google Slides of this Presentation View Recording of this Presentation Taking Advantage of Templates Sure, we set you up with some templates during implementation, but do you know how
Question: We’ve set things up as indicated in KBA-01628: Setup for Change Item Budget Entry Import from Excel. What are the instructions to use this feature? Answer: On your Change