Budget-Forecast-AnalysisBudget-Forecast-Analysis

Budget-Forecast-Analysis – Table of Contents BFA Workbook Introduction Data Worksheet in the BFA Workbook Division Totals Worksheet the a BFA Workbook Account Category Totals Worksheet in the BFA Workbook Billing

RoutingRouting

Routing – Table of Contents Introduction to Routing Route Detail Tab The Route Detail Grid Route Status and Routing Methods Route Creation Manually Adding Routees Build Route Option Round Trip

Catalog and FilesCatalog and Files

Catalog and Files – Table of Contents Catalog Dashboard: Files and Documents Files vs. Documents Searching on the Catalog Dashboard Catalog Dashboard Search Results Using and Modifying Folders Adding Files

Doc Type WorkflowDoc Type Workflow

Doc Type Workflow – Table of Contents   Doc Type Workflow Bid Overview Creating a Bid Estimate Overview Creating an Estimate Project Setup Overview Creating a Project Setup Project Setup

Documents and Item BasicsDocuments and Item Basics

Documents and Item Basics- Table of Contents   Introduction to Documents and Item Basics Standard Document Features Document Header Document Mid-Section Tabs Document Attachments and Routing Tabs Document Creation Accessing

The EssentialsThe Essentials

The Essentials – Table of Contents   The Essentials – Getting Started Logging Into sfPMS Resetting Your Password Pop-up Tutorial Site Options Menu My Settings / User Information Help Menu

KBA-01764: Column is constrained to be uniqueKBA-01764: Column is constrained to be unique

Problem: When trying to enter a new Item on a Submittal or Change Order document, you get the following message: Column ‘DocItemNumber’ is constrained to be unique. Value ‘nnn’ is

Permission for Footer Info on DocumentsPermission for Footer Info on Documents

Question: I’ve seen that you can have icons on the footer of documents that pop up the history of a field and can help with UI Configuration of the field.

How to Work with Batched PDF FilesHow to Work with Batched PDF Files

Did You Know? Spitfire has long supported the batch uploading of files, usually invoices, through a tool called the Batch Upload Tool. This tool is most useful when invoices come