KBA-01714: Opening the Competitive Bid Analysis WorkbookKBA-01714: Opening the Competitive Bid Analysis Workbook

Question: I understand there is a Microsoft Excel workbook that summarizes the RFQ information on my Bid Packages. How do I open that workbook? Answer: The Competitive Bid Analysis workbook

Basic System Access CapabilitiesBasic System Access Capabilities

Because the following capabilities are considered so basic that everyone should have them, they are included in the Everyone role by default. PAGE | Allowed to follow redirection links from

KBA-01713: Routing (Sending) RFQs from the Bid PackageKBA-01713: Routing (Sending) RFQs from the Bid Package

Question: I need to send the same RFQ to a number of vendors. I understand I can do this from a Bid Package, but I’m not sure how. Is there

KBA-01712: Adding RFQs to the Bid PackageKBA-01712: Adding RFQs to the Bid Package

Question: How do I add RFQs to the Bid Package? How do I create RFQs from my Bid Package information? How do I build the RFQ list on the Bid

KBA-01710: Attaching Invitation to Bids onto Bid PackagesKBA-01710: Attaching Invitation to Bids onto Bid Packages

Question: I’d like to automatically create RFQs for those vendors who respond in the affirmative to Invitation to Bids. How do I attach the Invitation to Bid documents to my

Designing User RolesDesigning User Roles

The Roles tool on the System Admin Dashboard allows you to configure your roles. Roles within sfPMS serve two functions: They grant Spitfire users specific access rights to Spitfire functions

Batch Scanning CapabilitiesBatch Scanning Capabilities

  SYS | Can Upload batches of scanned documents (R) R allows the user to open and use the Batch Scan Upload Tool SYS | Can access and process scanned

View Menu CapabilitiesView Menu Capabilities

All users have the option to toggle the Status Bar and Action Item Status. All users can open a Watched Folder window, if one has been set up. PAGE |

February 2018 – Follow the Money!February 2018 – Follow the Money!

Open Google Slides of this Presentation View Recording of this Presentation   Follow the Money Do you have questions about the financial data that appears in your projects: Where is

Diagnostic Tool CapabilitiesDiagnostic Tool Capabilities

PAGE | Diagnostic Utilities (R) R allows the user to access most of the diagnostic tools on the Diag Dashboard. Generally this capability is given only to System Administrators or