CSI Code Tips: Description vs. Extended DescriptionCSI Code Tips: Description vs. Extended Description

Did you know that if you set up Descriptions and Extended Descriptions for your CSI Codes, these descriptions will appear automatically on certain document fields?  You can add and edit

KBA-01749: Tracking Original SOV Amounts After Change Order AdjustmentsKBA-01749: Tracking Original SOV Amounts After Change Order Adjustments

Question: Our Change Orders are set up to adjust specific SOV lines.  When the Change Orders are brought into the SOV workbook, amounts are updated to reflect the changes; however,

KBA-01748: Removing Retention-Related Columns from SOV WorkbookKBA-01748: Removing Retention-Related Columns from SOV Workbook

Question: We don’t track retention on our Pay Applications/SOV billings. Is there a way to remove the retention columns and the “This Application Retention” row in the SOV workbook since

November 2018: Addressing Client NeedsNovember 2018: Addressing Client Needs

Open Google Slides of this Presentation View Recording of this Presentation Addressing Client Needs This is our annual “fan favorite” focus on how our different clients are addressing their specific

How to Export FilesHow to Export Files

Question: Since Spitfire is a file management system, we keep all our project-related files in the Spitfire Catalog. How can we export certain files to a workstation or USB key

Preventing CI Revenue from Flowing to SOVPreventing CI Revenue from Flowing to SOV

Question: There are times when we want a Change Item (CI) with revenue to never be included in the SOV workbook. If we uncheck the Bill checkbox on the CI,

CCO-Specific CapabilitiesCCO-Specific Capabilities

The following capabilities assume that the user has been given access/edit rights to the documents and sections in question. See Document Update Rights and General Document Capabilities. See also: KBA-01804.

October 2018 – Projects: The Whole StoryOctober 2018 – Projects: The Whole Story

Open Google Slides of this Presentation View Recording of this Presentation Projects: The Whole Story As you know, when you are awarded a new job, it is time to create

Configuring Document NumbersConfiguring Document Numbers

Spitfire documents each have a Doc No.—a number that identifies them in the system. By default, Spitfire uses a four-digit number for each document, starting with 0001 for each document

September 2018 – The Gang’s All Here. Now What?September 2018 – The Gang’s All Here. Now What?

Open Google Slides of this Presentation View Recording of this Presentation The Gang’s All Here. Now What? Consider this month’s topic a continuation of last month’s “Contacts” topic. But now