Adding and Changing Units of Measure (UOM)Adding and Changing Units of Measure (UOM)

Question: How do I add to or change the Units of Measure that appear on the UOM drop-down on an Item? Answer: The Units of Measure are configured through the

How to Change Labels on the Project Totals FormHow to Change Labels on the Project Totals Form

Question: I like the Project Totals form that I can access from the BFA workbook, and I understand that I cannot change the numbers directly on this form, but can

Preventing or Blocking Change Item RevenuePreventing 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 a project, sometimes a CI should not include a revenue

How to Add Cost Codes After Initial BFAHow 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? Answer: Yes. Cost Codes are generally added to a project

How to Reorder/Resequence Document FieldsHow 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 they appear in. Can we position the fields in the

Expanding and Minimizing Notes in the BFA WorkbookExpanding 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 click on the Notes cell on a particular row. Is

Tips for Email Body TemplatesTips for Email Body Templates

Did You Know? You can upload Email Body templates into your Template library to create content for outbound emails. In this way, the body of your emails can say what

Distributed Rules vs. Site-Only RulesDistributed 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 I see what those rules are? Answer: The Site Only

Using Doc Subtypes for Field VisibilityUsing 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. For example, if your Commitment documents are set up with

Compliance “Vendor Issue” on a DocumentCompliance “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 the Pay Status field indicates compliance issues, but all compliance