KBA-01732: Adding CI Budget Entries from an Import WorkbookKBA-01732: Adding CI Budget Entries from an Import Workbook

Question: We’ve set things up as indicated in KBA-01628: Setup for Change Item Budget Entry Import from Excel.  What are the instructions to use this feature? Answer: On your Change

KBA-01731: Awarding RFQs from the Change Order’s Budget EntriesKBA-01731: Awarding RFQs from the Change Order’s Budget Entries

Question: On my Change Order, I entered an RFQ-type budget entry for my Change Item. I understand there is a way to award that RFQ (i.e., change the status to

KBA-01729: Adding Existing Items from Register onto a Change OrderKBA-01729: Adding Existing Items from Register onto a Change Order

Question: We use the Change Item Register to track all our possible changes. How can I get a Change Item from the Register onto my Change Order document? Answer: Open

KBA-01727: Sending and Not Sending Files to the CloudKBA-01727: Sending and Not Sending Files to the Cloud

Question: We are set up for cloud storage integration and I want to sync some files with my cloud drive. Assuming all setup is complete, what do I do? Answer:

Cloud Storage IntegrationCloud Storage Integration

The Spitfire Project Management System offers integration with several cloud storage providers, such as Box, Google Drive, Microsoft OneDrive, etc. Our documentation assumes you already have a cloud storage provider

KBA-01726: Configuring the Project Setup for Cloud Storage IntegrationKBA-01726: Configuring the Project Setup for Cloud Storage Integration

Question: We are going to integrate with a cloud storage provider. How must I configure my Project Setup documents in order to be able to sync files with the cloud

KBA-01724: Configuring Rules for Cloud Storage IntegrationKBA-01724: Configuring Rules for Cloud Storage Integration

Question: We are configuring our system for cloud storage integration. Which rules do we need to consider? Answer: Because document status is how sfPMS knows when to send a document

Opening and Entering CI Budget EntriesOpening and Entering CI Budget Entries

Request: Can it be easier to enter an existing RFQ row on my Change Item (CI) Budget Entries? Also, once I have Budget Entries for the Change Item, could I

KBA-01725: Accessing the Web Application LogKBA-01725: Accessing the Web Application Log

Question: Sometimes Support asks us to send in the web application log for a case.  How do we do that? Answer: Any user with global (special) access to the System

KBA-01723: Enabling a Doc Type for Cloud IntegrationKBA-01723: Enabling a Doc Type for Cloud Integration

Question: We are set up for cloud storage integration. How do I tell Spitfire which Doc types should be synced with our cloud drive (i.e., be cloud-enabled documents)? Answer: The