Exporting Grouped/Ungrouped Cost Code Rows in BFA
Question: I use the Export option in BFA to get a copy of my budget rows. Sometimes my export includes…
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Author Archive: Soni York
Setup for “Create New Doc”
Did You Know? You can add a “Create new doc” to the drop down menu of any Doc type, in…
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What’s New in V2020
New in V2020 (includes everything in the New in V2019 sections below) Released April 20, 2020. Infrastructure sfPMS requires .NET…
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March 2020 – How to Create a Great PAPT
Open Google Slides of this Presentation View Recording of this Presentation How To Create a Great PAPT [See also November…
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KBA-01794: Adding the eNotary Option to DocuSign
Question: We have set up our site for DocuSign integration but would like to take advantage of the eNotary option…
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KBA-01793: Shared Contact Email Addresses
Question: I am adding a new Contact to Spitfire and am getting a warning about the email address being shared. …
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KBA-01792: Google Chrome “Keep or Discard” Message
Question: I’ve installed the Chrome ClickOnce extension (see KBA-01557), but I keep getting the “Keep or Discard the file” message…
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Units and Rates on CCO Items
Question: I have noticed that on Commitment Change Orders (CCOs), I can enter the Quantity and Rate for some of…
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Copying Addr and Incl/Excl Tab Info to New Documents
Question: When I copy a document (using the Copy Doc option), I am able to indicate if I want to…
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Looking Up Routees by Email Address
Did You Know? When you need to manually add a person to a document route, you can either use the…
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