Question: Once I have all my Budget Entries set on my Change Item, how do I post the expenses on my Change Order? How do I post the revenue on
Question: Once I have all my Budget Entries set on my Change Item, how do I post the expenses on my Change Order? How do I post the revenue on
Question: What rules are involved in best practices of Change Order workflows? Answer: There are several rules, established through the Rules Maintenance tool on the System Admin Dashboard, that can
Question: We have allocations set up for our Change Items. How do I add those allocations to the Budget Entries? Answer: Open the Budget Entries for your Change Item (on
Question: We’ve set things up as indicated in KBA-01628: Setup for Change Item Budget Entry Import from Excel. What are the instructions to use this feature? Answer: On your Change
Question: On my Change Order, I entered an RFQ-type budget entry for my Change Item. I understand there is a way to award that RFQ (i.e., change the status to
Question: We use the Change Item Register to track all our possible changes. How can I get a Change Item from the Register onto my Change Order document? Answer: Open
Question: We are set up for cloud storage integration and I want to sync some files with my cloud drive. Assuming all setup is complete, what do I do? Answer:
The Spitfire Project Management System offers integration with several cloud storage providers, such as Box, Google Drive, Microsoft OneDrive, etc. Our documentation assumes you already have a cloud storage provider
Question: We are going to integrate with a cloud storage provider. How must I configure my Project Setup documents in order to be able to sync files with the cloud
Question: We are configuring our system for cloud storage integration. Which rules do we need to consider? Answer: Because document status is how sfPMS knows when to send a document