Overview: The PostExpensesAtStatus rules configure the system to automatically post Budget Revisions for Change Order expenses, based upon document status changes. The PostRevenueAtStatus rules configure the system to automatically post
Overview: The PostExpensesAtStatus rules configure the system to automatically post Budget Revisions for Change Order expenses, based upon document status changes. The PostRevenueAtStatus rules configure the system to automatically post
Overview: The EnableManualCloseAtStatus rules indicate the DocStatus code(s) that allow users to manually close a document (of the specified Doc type) through an icon (which appears on the document next
Summary: The Rules Maintenance Tool on the System Admin Dashboard includes a couple of rule groups that help the system understand the purpose of the Item Status codes associated with
Overview: The RecurIncrement rules convert Recur codes (from the Code Maintenance tool) into three numbers defining the recurrence rate (in days;months;years). There should be one rule per Recur code. The
Overview: The RouteApproved rules indicate which RouteStatus codes send the document on to the next routee (if any) and remove the document from the current routee’s Inbox. The ReportApproved rule
Overview: The FileTypeConfig rules control various optional behavior and handling of files. The FileTypeConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule
Question: How can I control the choices in drop-down lists (i.e., pick lists), or reuse codes from one Doc type for other Doc types? Answer: In sfPMS, choices for drop-down
Question: Why can‘t I find a DWG file using a full text search? Answer: The full text search feature is driven by Microsoft Indexing Services. By default, the indexing service
Summary: The SOV Billing module of sfPMS supports only PAPT versions identical to the Spitfire system version. This requires that each site download its PAPTs from the Spitfire Template library, apply
Summary: A custom item, URL Link, or document can be added to the Spitfire Help Menu. In the example below a custom user guide is added to the Spitfire Help Menu.