The File Route document is created by sfPMS for the sole purpose of routing a file to another user, thus allowing all Catalog files to be routed. File Route documents
The File Route document is created by sfPMS for the sole purpose of routing a file to another user, thus allowing all Catalog files to be routed. File Route documents
To create a File Route from a document: Access the document will the file you want to route. On the Attachments tab click Checkin/Checkout and from the pop-up menu select
The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts. Once you access the individual or company, click the icon highlighted
In the Spitfire Project Management System (sfPMS) your budget is entered, viewed, and maintained in the Budget, Forecast, and Analysis (BFA) Workbook. BFA is a Microsoft Excel workbook with multiple
The BFA workbook includes the Spitfire BFA, Export, and Settings ribbons. You can use options from these ribbons as you create and edit your data regardless of the mode you
Data Worksheet No matter how you access your BFA workbook, your data will appear on the Data worksheet. Depending on how the Data worksheet was set up, the first few
The Division Totals worksheet provides an additional level of grouping for Cost Codes and Account Categories, based on consolidating Cost Codes. For example, if you use CSI Codes, you could
The Account Category Totals worksheet provides an additional level of grouping by Account Categories. To create an Account Category Totals worksheet: Select Account Category Totals from the Spitfire menu. Because
If you include Billing Codes in your budget, the Billing Code Totals worksheet provides subtotals based on those Billing Codes. To create a Billing Codes Totals worksheet: Select Billing Codes
The Executive Overview worksheet provides a graphical representation of some of the project’s Key Performance Indicators (KPI).