KBA-01775: How to Move, Edit and Remove Amounts on a PD WorkbookKBA-01775: How to Move, Edit and Remove Amounts on a PD Workbook

Question: I distributed money on my Period Distribution workbook (as described in KBA-01773) but now I need to make changes. I need to move some amounts to different periods, adjust

KBA-01774: Filter Options on the PD WorkbookKBA-01774: Filter Options on the PD Workbook

Question: My Period Distribution workbook displays many rows of information. Are there filters I can use to display less rows? Answer: Yes.  On the Spitfire Menu, there are two filter

November 2019 – Nothing Happens Without RolesNovember 2019 – Nothing Happens Without Roles

Open Google Slides of this Presentation View Recording of this Presentation Nothing Happens Without Roles! Most Spitfire users don’t think about Roles as they do their work, yet Spitfire Roles

KBA-01773: How to Distribute Amounts on a PD WorkbookKBA-01773: How to Distribute Amounts on a PD Workbook

Question: When I open my Period Distribution workbook (from a Period Distribution document), I see amounts to be distributed in the Remainder column. What are my options for distributing these

KBA-01772: How Start and End Dates Are Determined for PD WorkbookKBA-01772: How Start and End Dates Are Determined for PD Workbook

Question: I just opened my first Period Distribution (PD) workbook and I see dated periods across the workbook. How does Spitfire determine the first and last period to show up

KBA-01771: Special Option to Hide Revisions Columns in BFAKBA-01771: Special Option to Hide Revisions Columns in BFA

Question: We have a Budget subtype that we use for special internal purposes.  We track numbers in BFA but do not need the revision columns, because we never do regular

October 2019 – Labor, Allocations and Markups, Oh My!October 2019 – Labor, Allocations and Markups, Oh My!

Open Google Slides of this Presentation View Recording of this Presentation Labor, Allocations and Markups, Oh My! If you are involved with Owner Change Orders, you know that labor, allocation

KBA-01751: Setting Up Your DocuSign AccountKBA-01751: Setting Up Your DocuSign Account

Question: I would like to use Spitfire’s DocuSign integration and I have a DocuSign account. How do I set it up for use in Spitfire? Answer: Follow these procedures: Login

KBA-01752: Configuring ICTool for DocuSign IntegrationKBA-01752: Configuring ICTool for DocuSign Integration

Purpose: See DocuSign Integration. If you have purchased licenses from both DocuSign and Spitfire Management for Spitfire’s DocuSign integration, you are ready to configure ICTool for this functionality. Procedure for

KBA-01770: Excel Trust by LocationKBA-01770: Excel Trust by Location

Problem: If you have a complex Budget prep or estimating workbook, Microsoft Excel may discard any preset macro signatures that have been established.  The issue is discussed on Microsoft Technet.