Compliance Tracking – Step 9: RolesCompliance Tracking – Step 9: Roles

Because compliance tracking is not limited to specific projects, it is wise to create a Spitfire role to give to the person(s) who will receive Compliance Notification documents – for

Compliance Tracking – Step 10: RoutesCompliance Tracking – Step 10: Routes

Predefined Routes When some requirement in your project is out of compliance, you will want the right people to receive the Compliance Notification document. You can create a predefined route

Compliance Tracking – Step 11: ContactsCompliance Tracking – Step 11: Contacts

If you have created a new role (such as Compliance Staff) and used it in a predefined route, you need to give that role to one or more Spitfire users.

Compliance Tracking – Step 12: TestCompliance Tracking – Step 12: Test

You can run through this test to see to see it all is working as you expect. If there are problems, go back over all the steps to see if

Forecast DocumentForecast Document

Prerequisite Before a Forecast document can be created, your project must have an Approved Initial Budget. The BFA workbook in Forecast mode takes a complete financial snapshot of your project,

BFA Workbook in Forecast ModeBFA Workbook in Forecast Mode

The Forecast document controls access to the BFA workbook. To open the BFA workbook in Forecast mode: Open a Forecast document. Click the Excel icon. The BFA workbook will open

Forecast Data Entry FormForecast Data Entry Form

The core objectives of the Forecast Data Entry Form are 1) the review of current data on a Cost Code and/or Account Category basis and 2) a means to record

Forecast Data Entry Form – ContinuedForecast Data Entry Form – Continued

Form Navigation By default the BFA Data worksheet (and therefore the Forecast Data Entry form) is organized by Cost Codes. The navigation buttons allow you to move from Cost Code

Evaluated Conditions for the Forecast Data Entry FormEvaluated Conditions for the Forecast Data Entry Form

Multiple conditions are evaluated each time the Forecast Data Entry form loads a Cost Code and Account Category. Evaluated conditions are as follows: Whether the selected line item is a

Forecast ChangesForecast Changes

Declared Value Changes Often the Project Manager knows the status of the Project better than the actual data portrays. It is for this reason that project managers can enter/declare units