When you create and save a new Project Setup document in sfPMS, a blank Initial Budget document is created automatically (by default). You can open this Initial Budget either from
When you create and save a new Project Setup document in sfPMS, a blank Initial Budget document is created automatically (by default). You can open this Initial Budget either from
With “As Bid” Budget (Optional) If your site has the ProjectConfig | BidBudget rule turned on, sfPMS will automatically create an additional Budget document for each project, called, by default,
You can choose to see all rows that are not distributed. In addition, you can choose to filter the Account Categories by revenue or expense. To show all the undistributed
The Budget document controls access to the BFA workbook. To open the BFA workbook in Budget mode, click the Excel icon in the Initial Budget. The initial BFA workbook will
To add rows manually: From the Budget ribbon click Add Rows. The Enter/Browse dialog will appear. In each Cost Code field, either click Browse or type codes. In Account Category
You can choose to include Billing Codes in your Initial (and subsequent) Budget. Billing codes are often supplied by the customer to organize the Schedule of Values (SOV) for payments.
To delete a row or multiple rows: From the Budget ribbon, click Delete Rows. You can choose to delete one Account Category row, one Cost Code including all its Account
BFA supports entering data for a budget by copying the budget from an existing project. When you copy the budget from an existing project, you can choose to copy the
The Import Wizard allows you to locate a source document from which to create a Budget from existing data. For example, you might use sophisticated estimating/bidding software that reviews every
The Spitfire Budget document controls access to your budget and also controls when that budget is approved/posted. As long as the status of your first Budget document (be it Initial