KBA-01740: Using SOV to Bill Multiple Jobs/ProjectsKBA-01740: Using SOV to Bill Multiple Jobs/Projects

Question: Can we bill two projects/jobs under one SOV? Answer: Yes, however, there are several considerations. The standard out-of-the-box implementation of Spitfire is built for project-specific expenses and revenue tracking

KBA-01738: Creating On-The-Fly ContactsKBA-01738: Creating On-The-Fly Contacts

Question: If the name I need to enter into a field is of someone who is not in the Spitfire Contacts database, is there a way to add that person

KBA-01739: Cannot Open a Copy While Template is OpenKBA-01739: Cannot Open a Copy While Template is Open

Problem: When trying to open a Microsoft Excel workbook (such as BFA or SOV), you get a message similar to this: Cannot open a copy while the template 'sfBFA.xltx' is

KBA-01728: Adding a New Item on the CI Tab of a Change OrderKBA-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 to the Change Order document? Answer: On a new or

KBA-01730: Adding Budget Entry Rows to a Change ItemKBA-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 this Item? Answer: There are two ways to enter budget

KBA-01733: Creating RFQs from Project Commitments on CI Budget EntriesKBA-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 Commitments—that there is way to set up the Budget Entries

KBA-01734: Creating Approved CCOs When Posting Change Order ExpensesKBA-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 RFQs to change them to CCOs and then I go

KBA-01735: Posting Change Order Expenses and RevenueKBA-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 my Change Order? How do I post the revenue on

KBA-01737: Configuring Rules for Change Order WorkflowsKBA-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 Rules Maintenance tool on the System Admin Dashboard, that can

KBA-01736: Adding Allocations to CI Budget EntriesKBA-01736: Adding Allocations to CI Budget Entries

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