Preventing or Blocking Change Item Revenue
Did You Know? Spitfire understands that sometimes a Change Order Item (CI) should not be billed to the owner/customer on…
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Newsletter Articles
How to Add Cost Codes After Initial BFA
Question: Is there some way I can add Cost Codes to my project after my Initial Budget has been approved?…
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How to Reorder/Resequence Document Fields
Question: We have configured our document’s Detail tab to include a few more fields, but we don’t like the order…
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Expanding and Minimizing Notes in the BFA Workbook
Question: I write notes in the BFA workbook, but only the beginning of those notes can be seen unless I…
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Tips for Email Body Templates
Did You Know? You can upload Email Body templates into your Template library to create content for outbound emails. In…
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Distributed Rules vs. Site-Only Rules
Question: Sometimes when I expand a specific rule group, I see that “distributed rules are not currently displayed.” How can…
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Using Doc Subtypes for Field Visibility
Did You Know? You can configure your Doc types to show or hide specific fields depending on the document’s subtype….
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Compliance “Vendor Issue” on a Document
Question: We have a Commitment document that says it has a “vendor issue” on the Pay Status field. I thought…
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Setting Defaults for Priority Levels and Notifications
Question: I want notification emails to be sent out only for Urgent documents. Can I configure the system so that…
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(C) and (V) After Contact Names
Question: When I type in a name field and a list of Contact names appear, I notice that some names…
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