Entering Notes for Cost Codes or Account CategoriesEntering Notes for Cost Codes or Account Categories

In Forecast mode, Notes for Cost Codes or Account Categories can be entered either directly in the BFA worksheet or in the Forecast Data Entry form. To enter a Note

Approving Your ForecastApproving Your Forecast

The Spitfire Forecast document controls access to your forecast and also controls when that forecast is approved/posted. Once approved, the forecast figures are posted and can no longer be edited

Reviewing Prior ForecastsReviewing Prior Forecasts

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

Forecast Final EntryForecast Final Entry

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 BudgetingIntro to Budgeting

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

Your Initial BudgetYour Initial Budget

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

Reviewing the Data – BFA WorkbookReviewing the Data – BFA Workbook

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 and Without “As Bid” BudgetWith and Without “As Bid” Budget

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,

BFA Workbook in Budget ModeBFA Workbook in Budget Mode

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

Manually Adding Rows to BFA WorkbookManually Adding Rows to BFA Workbook

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