Reordering Routes and AttachmentsReordering Routes and Attachments

Did You Know? We know that there are reasons you may want to change the order of people on your route rows or the order of files on your Attachments

Entering/Finding Roles vs. Contacts for Predefined RoutesEntering/Finding Roles vs. Contacts for Predefined Routes

Question: I am adding a Seq row to an existing predefined route and want to add a specific role; however, when I type the role in the User/Role field, Spitfire

Setting Item Dates to the Current Date AutomaticallySetting Item Dates to the Current Date Automatically

Did You Know? The ATC: SET workflow script command can be used to set Item dates on a document to “today’s date.” For example, if you want to automatically set

How to Add Item FootersHow to Add Item Footers

Question: I like that Commitments now show the total amount on an Items tab footer. Can I add a totals footer on other Doc types that have an Items grid?

How to Add an Overlay to a Text FieldHow to Add an Overlay to a Text Field

Question: In some fields I see gray text explaining what can be entered in the field. How do I add that text to a field? Answer: We call that gray

Using AtCompanyContactList LookupsUsing AtCompanyContactList Lookups

Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can be restricted to show only names that match the vendor

Access to BFA and Cost Analysis Revenue InformationAccess to BFA and Cost Analysis Revenue Information

Question: Can I prevent certain users from seeing revenue data in the BFA workbook and the Cost Analysis Detail part of the Project Dashboard? Answer: Since, by default, no one

Default Division IDsDefault Division IDs

Question: Our company has several Company Division IDs. How does Spitfire know which ID to set as the default on a new Project Setup document?  Is it the ID marked

Template Types in the Template LibraryTemplate Types in the Template Library

Did You Know? The Template Tool on the Manage Dashboard (also known as the Template Library) holds many different types of templates, created either in Microsoft Word or Microsoft Excel,

Your Own Contact DetailsYour Own Contact Details

Question: I don’t have access to the Contact Dashboard. Is there some other way for me to see and possibly change my own Contact information? Answer: Yes. All users have