A Note About Billing CodesA Note About Billing Codes

You can choose to include Billing Codes in your Initial (and subsequent) Budget. Billing codes are often supplied by the customer to organize the Schedule of Values (SOV) for payments.

Deleting Rows from BFA WorkbookDeleting Rows from BFA Workbook

To delete a row or multiple rows: From the Budget ribbon, click Delete Rows. You can choose to delete one Account Category row, one Cost Code including all its Account

Copying an Existing BudgetCopying an Existing Budget

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

Importing a BudgetImporting a Budget

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

Editing an Unapproved BudgetEditing an Unapproved Budget

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

Approving Your BudgetApproving Your Budget

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

Budget Revenue and Project SetupBudget Revenue and Project Setup

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

Revising Your BudgetRevising Your Budget

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

Budget TypeBudget Type

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

Reversal AccountsReversal Accounts

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