Removing Documents from the InboxRemoving Documents from the Inbox

Since even users with minimal permission levels may have documents routed to them, you will have documents in your Inbox. You “remove” a document from your Inbox by accepting its

Project List OverviewProject List Overview

Click a photo or the Project Name to open the corresponding Project Dashboard. The Description comes from the Scope on the Project Setup document. Note: The Project List includes only

Opening and Deleting Watchdog AlertsOpening and Deleting Watchdog Alerts

Alerts provide information. When you have made note of the information or taken necessary action, you can discard the Alert. To open and discard an Alert: On the line of

Project Dashboard PartsProject Dashboard Parts

Documents The Documents menu on the left-hand side of the screen contains active Doc Types. When you click a Doc Type from the menu, the corresponding Document Part changes to

Catalog DashboardCatalog Dashboard

The Catalog Dashboard provides you quick access to all of the documents and files in your Spitfire system. Document – A document is a specific window created within sfPMS from

Contacts DashboardContacts Dashboard

The Contacts Dashboard provides you with quick access to all Contacts in your Spitfire system. Contacts View The Contacts view allows you to search for all or a subset of

Plan Room DashboardPlan Room Dashboard

The Plan Room Dashboard provides public or private users access to certain documents and any files attached to those documents.

Executive DashboardExecutive Dashboard

The Executive Dashboard is designed to give your company’s executives an overview of the company’s projects. The Executive Dashboard includes a number of filters. Click Export to export data to

Manage DashboardManage Dashboard

The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part on the right. Some of these tools (Compliance Types, CSI

Introduction to ComplianceIntroduction to Compliance

Compliance items are used to track various legal, documentation, and business issues. When other parties fail to comply with their obligations, Compliance Items can be configured to block approval of