Adding and Editing RegionsAdding and Editing Regions

To add a region: Access Manage | Region Maintenance. Click Add a row. In Region ID, enter an ID. In Description, enter the corresponding name. Accept the row. Repeat steps

Templates – Template LibraryTemplates – Template Library

The Templates tool allows you to upload various types of templates into Spitfire’s Template Library for use throughout the system. Considerations for Templates Before uploading templates into the Template Library,

Uploading and/or Replacing TemplatesUploading and/or Replacing Templates

To upload a template: Access Manage | Templates. Click Add a row. Select a Doc Type from the drop-down menu. Type a Name for the template. Select a Type from

Alert SubscriptionsAlert Subscriptions

The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up in the user’s Watchdog Alerts part on the Home Dashboard

Manage Dashboard OverviewManage Dashboard Overview

The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part on the right. Manager Tools Routes Create and maintain predefined

The Allocations ToolThe Allocations Tool

The Allocations tool allows you to set up allocations and markups to be automatically calculated and added to a Change Item’s Budget Entries window. For more information about the Budget

The Allocations PartThe Allocations Part

When you select the Allocations tool, the Allocations and Markups part appears. Columns Entry Type Allocation: tells the system to add this entry to the Budget Entries window when the

Setting Up Allocations and Markups for a ProjectSetting Up Allocations and Markups for a Project

Allocations Tool To add a Markup for CI Budget Entries: On the Manage Dashboard, select the Allocations tool. Click the icon to add a row. At the Entry Type drop-down

Examples of Allocations and MarkupsExamples of Allocations and Markups

Examples of Allocations You have a Project Setup with a Contract Type of Fixed Price to Rev (FPR). On a Change Order you open the Budget Entries window from an

The Alert Subscriptions ToolThe Alert Subscriptions Tool

The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up in the user’s Watchdog Alerts part on the Home Dashboard