Documents and Item Basics- Table of Contents Introduction to Documents and Item Basics Standard Document Features Document Header Document Mid-Section Tabs Document Attachments and Routing Tabs Document Creation Accessing
Documents and Item Basics- Table of Contents Introduction to Documents and Item Basics Standard Document Features Document Header Document Mid-Section Tabs Document Attachments and Routing Tabs Document Creation Accessing
The Essentials – Table of Contents The Essentials – Getting Started Logging Into sfPMS Resetting Your Password Pop-up Tutorial Site Options Menu My Settings / User Information Help Menu
DocuSign integration has been available for sfPMS since V2019. This documentation covers concepts and considerations and includes related KBAs at the end. What is DocuSign? DocuSign is the creation of
The following capabilities assume that the user has been given access/edit rights to the documents and sections in question. See Document Update Rights and General Document Capabilities. See also: KBA-01804.
ATC: ATTACH UPDATE options This command modified existing matching attachments on a document. options are optional. There are several options that can be used singularly or together, separated by spaces.
Several of Spitfire’s Doc types work closely together when you need to make changes to your project. RFI (Request for Information), Proposed CO (Proposed Change Order), CO (Change Order), RFQ
Question: Our project is underway and I need to make a change to it. How do I add my change to the Change Order document? Answer: On a new or
Question: I have a Change Item on a Change Order document. How do I enter revenue and expense amounts for this Item? Answer: There are two ways to enter budget
Question: I’ve heard that there is a workflow for when a Change Order requires potential changes to several of my Commitments—that there is way to set up the Budget Entries
Question: When I am ready to post my Change Order expenses, I first go into the Budget Entries and award RFQs to change them to CCOs and then I go