Formatting HTML-Enabled FieldsFormatting HTML-Enabled Fields

Question: The Daily Field Report PDF that we send out has an area for “work done today.” I want to format that section so it is easier to read. I

Copying Roles and CapabilitiesCopying Roles and Capabilities

Question: Sometimes we realize that we need a new role, but would like it to have the same capabilities as an existing role. Other times we have a new user

Download Wizard Link OptionsDownload Wizard Link Options

Question: Our outbound emails to vendors include a link to the Download Wizard if attachments are too big. Is it possible to always include the link, regardless of attachment size?

Finding Documents Related to CommitmentsFinding Documents Related to Commitments

Question: Is there a way to easily find and open documents (such as Pay Requests, CCOs, etc.) that are related to a particular Commitment (Subcontract)? Or to open the Commitment

Adding Route Contacts On-the-FlyAdding Route Contacts On-the-Fly

Did You Know? If you have the SYS| Can Add Contact on the Fly capability in one of your roles, you can add a new Contact to the system directly

Setting the Default Doc StatusSetting the Default Doc Status

Question: One of our Doc types used to offer only Open and Close as Doc statuses. We added new statuses to the DocStatus codeset for our Doc type, but we’d

Permission to Use Browser ReportsPermission to Use Browser Reports

Question: I’ve looked for the role capability that allows a user to open and use the general reports, but cannot find it. Also, I was not able to attend the

Using Programs to Group ProjectsUsing Programs to Group Projects

Did You Know? Spitfire supports Programs as a way to group related projects (for example, by location or owner/developer). You can also use programs to break up a very large

Three Kinds of Attachment-Type TemplatesThree Kinds of Attachment-Type Templates

Question: In the Templates tool, what are Attachment templates? What is the difference between Attachment, Attachment (auto) and Attachment (all) templates? Answer: All Attachment-type templates [Attachment, Attachment (auto) and Attachment

Adding a Project PhotoAdding a Project Photo

Question: When I look at my Project List on the Home Dashboard, I see that some of my projects have a Project Photo and others do not. How can I