The Copy File OptionThe Copy File Option

Request: I know that Spitfire’s file version control means we don’t need to keep several copies of the same (revised) file, but sometimes we do have a reason to have

Excluding Weekends from Due DatesExcluding Weekends from Due Dates

Question: In a recent webinar, I saw that you could have Due dates not fall on Saturday or Sunday. How can I set that up? Answer: sfPMS has a WEEKDAY

Default Project on ReportsDefault Project on Reports

Request: I’d like to have the reports from the Report Browser default to the project that I’m currently working on, based on the Project Dashboard that I have open and

Ways to Open the Project DashboardWays to Open the Project Dashboard

You can open a Project Dashboard from various locations: From anywhere: Click the + tab then either type or look up a project by ID or name. From Home Dashboard:

“Unassigned” vs. Roles on All Projects“Unassigned” vs. Roles on All Projects

Question: I often assign the Project Manager role to users for a specific project only. But sometimes, I don’t want to be so limiting. If I leave the role “unassigned” will

How to Configure the Default Route Status for the Build Route OptionHow to Configure the Default Route Status for the Build Route Option

Question: Is there a way to configure the Build Route dialog box to default to CC as the route status? Answer: Yes! By default, when you use the Build Route

The Multi-Select FeatureThe Multi-Select Feature

The multi-select feature—the feature that allows you to add multiple rows at once—is available on the Instruction/Attributes tab on documents. For example, the multi-select icon appears on the Equipment tab (a relabeled

How to Keep Two Fields on the Same Row Closer TogetherHow to Keep Two Fields on the Same Row Closer Together

Request: Some fields on a document tab are closely related but not physically close to each other. Is there a way to make them appear closer so they seem to be

Configuration of the Project DashboardConfiguration of the Project Dashboard

While the UI Configuration tool on the System Admin Dashboard is mostly used to configure Doc types, it can also be used to configure the parts on the Project Dashboard.

Mapping and Unmapping Compliance TypesMapping and Unmapping Compliance Types

The Compliance Types tool, found on the System Admin dashboard, allows you to set up the Compliance Types for use in your system on the Commitment and Vendor levels. Compliance Types