Project Setup Overview
The Project Setup document, containing project contract information, us the premier document for your project. Once the Project Setup is…
Read more
Documentation
Creating a Project Setup
There are two ways to create a Project Setup document: from a Bid document with a Status of Awarded, and…
Read more
Project Setup Actions and Options Menu
The Project Setup Actions and Options menu initially offers the following choices: Alerts, View Changes, Initial Budget, Clear Budget, Change…
Read more
Project Dashboard Actions Menu
After you save your Project Setup document, sfPMS creates the Project Dashboard. In the top-right corner of the screen is…
Read more
Budget Documents
Budget documents detail the original and current anticipated spending for your project through corresponding BFA workbooks. An initial Budget document,…
Read more
Opening the Initial Budget
A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways…
Read more
Creating Other Budget Documents
You can create more Budget documents as needed by selecting Budget from the Project Dashboard Documents menu and then clicking…
Read more
Budget Actions and Options Menu
The Actions and Options menu on the Budget document offers the following choices after you save: Note: If your site…
Read more
Pay Application Overview
Pay Application documents are used to create and track the SOV (Schedule of Values) based AR billings for your project,…
Read more
Creating a Pay Application
Creating the first Pay Application is different from the creating other Pay Application documents. Note: The Project Setup document Status must be…
Read more