Creating a Customer Change Order
You can create a Customer Change Order document at any time after the Project Setup’s Status has been set to…
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Documentation
Forecast Overview
Forecast documents detail financial forecasts throughout your project. Each Forecast document open the BFA workbook in Forecast mode. Forecast documents…
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Creating a Forecast
Once a project has an approved budget, a Forecast document can be created at any point during the project’s life…
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Doc Type: Period Distribution
Period Distribution documents contain the Period Distribution workbook, which draws information from your current budget so you can spread project…
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Creating a Period Distribution
Once a project has an approved budget, Period Distribution documents can be created at any point during the project’s life…
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Production Units Overview
Production Units documents are aggregated to update BFA financial information for Actual and Current units of production at the Cost…
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Creating a Production Units Document
To create a Production Units document: From the Project Dashboard, select Production Units from the Documents list, and click Add….
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File Route Overview
The File Route document is created by sfPMS for the sole purpose of routing a file to another user, thus…
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Creating a File Route
To create a File Route from a document: Access the document will the file you want to route. On the…
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Customer, Vendor, and Employee Documents
The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts. Once…
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