Prepare SOV Workbook for Final BillingPrepare SOV Workbook for Final Billing

Throughout the course of your project, you can create, open, and update your SOV workbook as many times as necessary. When it is time for final billing, you can use

Retention and Sales TaxRetention and Sales Tax

You can choose to release retention at final billing or at a later date. During the final billing process, the calculation of sales tax (if any) becomes more complex because

Saving and Exporting Data – SOV WorkbookSaving and Exporting Data – SOV Workbook

At any time you can save your SOV workbook. The process of saving has been modified to save only the data related to changes. The same is true if you

SOV – Supplemental WorkbooksSOV – Supplemental Workbooks

If you have created a supplemental workbook to use with your SOV data, you can easily access the supplemental workbook from with in SOV workbook. To open a supplemental workbook:

Logging Into sfPMSLogging Into sfPMS

When sfPMS launches, the Login screen appears in your default browser. To log onto sfPMS: Enter your ID as assigned to you by the System Administrator. Enter your Password as

Three Ways to Open a Project DashboardThree Ways to Open a Project Dashboard

See Ways to Open the Project Dashboard newsletter article for updated information. Option One Hover your mouse over the + tab to the right of the last tab. When the

Changes to Contact ReportChanges to Contact Report

This report lists changes made to a user’s Contact Detail record and optionally changes to the contacts primary company and role memberships. Filters User– the Spitfire user’s name. You can

Change Item Log with DetailChange Item Log with Detail

This report lists Change Items and provides more details than the Change Item Log. Filters Project – the Project ID. You can look up or type a specific project, or

Document Access History ReportDocument Access History Report

This report is accessed through the Exclusivity menu on a document. It lists who viewed and acted on that document.  Filters Show All – whether or not the report should display

ATC: ATTACH ASSEMBLEATC: ATTACH ASSEMBLE

ATC: ATTACH ASSEMBLE options  This command assembles all attachments that are flagged as Incl=Assemble (on the document’s Attachment tab) and attaches that assembled PDF file to the target document. options are optional.  There are several