DocuSign Integration
DocuSign integration has been available for sfPMS since V2019. This documentation covers concepts and considerations and includes related KBAs at…
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Documentation
CCO-Specific Capabilities
The following capabilities assume that the user has been given access/edit rights to the documents and sections in question. See…
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ATC: ATTACH UPDATE
ATC: ATTACH UPDATE options This command modified existing matching attachments on a document. options are optional. There are several options…
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Change Order Management
Several of Spitfire’s Doc types work closely together when you need to make changes to your project. RFI (Request for…
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KBA-01728: Adding a New Item on the CI Tab of a Change Order
Question: Our project is underway and I need to make a change to it. How do I add my change…
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KBA-01730: Adding Budget Entry Rows to a Change Item
Question: I have a Change Item on a Change Order document. How do I enter revenue and expense amounts for…
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KBA-01733: Creating RFQs from Project Commitments on CI Budget Entries
Question: I’ve heard that there is a workflow for when a Change Order requires potential changes to several of my…
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KBA-01734: Creating Approved CCOs When Posting Change Order Expenses
Question: When I am ready to post my Change Order expenses, I first go into the Budget Entries and award…
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KBA-01735: Posting Change Order Expenses and Revenue
Question: Once I have all my Budget Entries set on my Change Item, how do I post the expenses on…
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KBA-01737: Configuring Rules for Change Order Workflows
Question: What rules are involved in best practices of Change Order workflows? Answer: There are several rules, established through the…
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