Question: When I am ready to post my Change Order expenses, I first go into the Budget Entries and award RFQs to change them to CCOs and then I go
Question: When I am ready to post my Change Order expenses, I first go into the Budget Entries and award RFQs to change them to CCOs and then I go
Question: Once I have all my Budget Entries set on my Change Item, how do I post the expenses on my Change Order? How do I post the revenue on
Question: What rules are involved in best practices of Change Order workflows? Answer: There are several rules, established through the Rules Maintenance tool on the System Admin Dashboard, that can
Question: We have allocations set up for our Change Items. How do I add those allocations to the Budget Entries? Answer: Open the Budget Entries for your Change Item (on
Open Google Slides of this Presentation View Recording of this Presentation Taking Advantage of Templates Sure, we set you up with some templates during implementation, but do you know how
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
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
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
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:
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