Items Tab: Enter Items Via ExcelItems Tab: Enter Items Via Excel

If your document does not have any Items on the Items Tab, you can use the Via Excel option to copy your Item from an Excel file or an existing

Items Tab: Edit Items Via ExcelItems Tab: Edit Items Via Excel

Once you have at least one Item on a document, you can choose to change your existing Items and/or add Items to your document through Excel using the Via Excel

Items Tab: Export Items Via ExcelItems Tab: Export Items Via Excel

While the edit option of Via Excel is useful when you want to make changes to your Items right away. the Via Excel Export Items option exists for times when

Items Tab: Import Items Via ExcelItems Tab: Import Items Via Excel

Once you have a Spitfire Item File you can choose to Import the data from the file to a Spitfire document’s Items tab. If your document does not have any

Items from Attached “Via Excel” FilesItems from Attached “Via Excel” Files

If you have created a Spitfire Item template (aka VXL template) you can use that template to edit and enter Items through the Attachment tab.  If properly configure with (Document

Files vs. DocumentsFiles vs. Documents

The terms “files” and “documents” are used very specifically in sfPMS to refer to two different items. Files A file is any electronic file uploaded or scanned into sfPMS, such

Searching on the Catalog DashboardSearching on the Catalog Dashboard

The Catalog Dashboard offers an overview or library of all your files and documents. It can contain files not associated with a specific project, but nevertheless relevant to your company

Catalog Dashboard Search ResultsCatalog Dashboard Search Results

Search results appear below the filter section: documents are positioned at the top of the results and files appear below. Note: After the Results are displayed and while you are

Using and Modifying FoldersUsing and Modifying Folders

Folders provide an effective way of organizing your files in sfPMS. Files can be placed in folders and moved to other folders. Folders can contain sub-folders, which can contain their

Adding Files to the CatalogAdding Files to the Catalog

The following lists the many ways you can add files to the Spitfire Catalog. Upload Site Photo You can upload a photo for a specific project through an upload dialog