Adding Conditional Document StatusesAdding Conditional Document Statuses

Question: How do I add a new document status for my Commitment that will appear in the Status drop-down only when the Commitment is Pending? Answer: You will need to

Changing the Subtotal Criteria in the SOV WorkbookChanging the Subtotal Criteria in the SOV Workbook

Question: Our SOV workbook was set up with subtotal rows. I just noticed that the first subtotal criteria is wrong and therefore summing up the wrong rows. I tried to

Final Billing on the SOV WorkbookFinal Billing on the SOV Workbook

Did You Know? When it is time to do a final billing for your project, the SOV workbook can make it easier for you, setting all rows to 100% (except

December 2022: Build Your Workflow Script Library!December 2022: Build Your Workflow Script Library!

Open Google Slides of this Presentation View Recording of this Presentation Build Your Workflow Script Library! This webinar is the practical-minded among you who want to automate some processes in

Who is the Compliance Notification Doc From?Who is the Compliance Notification Doc From?

Question: Since the Compliance Notification document is created by Spitfire through an automatic workflow script, who is the document considered “from” when it is routed via email? Answer: By default,

Access to Drill Down Labor TransactionsAccess to Drill Down Labor Transactions

Question: One of our users needs to access Actuals for a Labor account category on the Cost Analysis Details part of the Project Dashboard. What permissions are required in this

What is the AutoAcceptRoute Predefined Route?What is the AutoAcceptRoute Predefined Route?

Did You Know? By default, whoever creates a Spitfire document appears as Seq 1 on that document’s route, so that document appears in his or her Inbox, even if it

KBA-01836: Acquiring the GUID Key for a ContactKBA-01836: Acquiring the GUID Key for a Contact

Question: I am writing a workflow script and need to add the key for a person in my ATC: command. How do I find this information? Answer: There are two

Limiting Document ApprovalsLimiting Document Approvals

Question: Can we set things up so that only people who create a document can approve it? Or so that only a certain group of people can approve certain Doc

Specification Field Options for the Document HeaderSpecification Field Options for the Document Header

Question: I know there is a Spec field on the Items tab. Could I add a Spec field to my Document Header also? Answer: Yes. In fact, there are two