Budget Subtypes
Did You Know? The distributed Budget Doc type includes a subtype field, labeled Type. With one exception, this Type field…
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Newsletter Articles
Global Roles and Predefined Routes
Question: We have a user with a global role of Accounting. Sometimes this person is not included on a document…
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Making a Net-Zero Budget Revision in BFA
Question: I need to move money from one line in my approved budget to one or more other lines. My…
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My Favorite Filter/Sort in the BFA Workbook
Did You Know? The BFA workbook allows you to set a combination of Filter and Sort options as your “favorites.” …
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Posting a CO without Changing Item Statuses
Request: We have noticed that when we post revenue or expenses on an Owner Change Order, the statuses of all…
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Removing Someone from the Document Route
Question: Some documents have a predefined route, which adds people to the route automatically. Sometimes a person does not need…
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Adding Mouse-Over Hints to Fields and Tabs
Question: I notice that some fields on my documents have a little question mark next to them. When I mouse…
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When You Accidentally Set a Status to Completed
Request: It has happened more than once: a user sets the Project Setup status to Completed, only to need to…
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Alerts About Added Attachments
Did You Know?: An Attachment Added alert type is available and can be configured to notify PMs (or anyone else)…
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Catalog and Attach Email
Did You Know? Spitfire has long provided a way to create an email (in your email application, such as Microsoft…
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