KBA-01509: Customizing BFA Financial SnapshotsKBA-01509: Customizing BFA Financial Snapshots

Question: How can I use the custom BFA columns to store snapshots of custom values? Answer: Two options: Option 1: See KBA-01430 and create a custom replacement for psf_LoadPTDSUM. Option

KBA-01508: Spell CheckingKBA-01508: Spell Checking

Question: Can I spellcheck when writing notes on my documents? Answer: Yes. The Spitfire text editor box supports spell checking.  Click the icon on the text editor. Additional Comments: The limitation

KBA-01502: Project DatesKBA-01502: Project Dates

Question: How do I use the Project Date Types? Answer: There are two date types distributed for use on the Project Setup document. Project Current – Start and End dates. 

KBA-01505: Bookmark to print a Date from another Doc TypeKBA-01505: Bookmark to print a Date from another Doc Type

Problem: If you have a date on the Dates tab of one Doc type and you‘d like to print that date on the template of another Doc type, you can create

KBA-01484: How do I include existing CCOs in my Change Order?KBA-01484: How do I include existing CCOs in my Change Order?

Question: At my company, the CCO for the Commitment always comes in first, before the Change Order.  Here’s our workflow: We create the CCO according to the paperwork that is

KBA-01507: What kind of templates does the Templates tool support?KBA-01507: What kind of templates does the Templates tool support?

Question: I notice that there are different types of templates in the Templates tool (found on the Manage and System Admin dashboards).  What are all these template types used for?

KBA-01485: Item Detail Date Fields – Auto UpdateKBA-01485: Item Detail Date Fields – Auto Update

Question: Do any of the date fields on the Item Detail auto update? Answer: The first date field is set when the item is added, but can be overridden at any

KBA-01039: Error: Cannot interpret token at position 20.KBA-01039: Error: Cannot interpret token at position 20.

Problem: Opening a page in sfPMS may return the error Cannot interpret token… at position 20. Solution: A row filter should use single quote marks (‘).  This error often results

KBA-01034: How can I reset the default value for the Actual Expense > field?KBA-01034: How can I reset the default value for the Actual Expense > field?

Question: How can I reset the default value for the Actual Expense > field in the Executive Project Summary filter? Answer: 0 is the default value that ships with sfPMS.

KBA-01055: Can I Add a Document Type for My site?KBA-01055: Can I Add a Document Type for My site?

Question: The over 60 Spitfire-supplied documents are cool — but I want one of my own choosing.  How do I add one? Answer: Step 1: Add a new Doc Type Open the