CSTM
- Customizable 1 [see Configuration Capabilities]
- Customizable 2 [see Configuration Capabilities]
- Customizable 3 [see Configuration Capabilities]
- External Staff [see Configuration Capabilities]
- Internal Staff [see Configuration Capabilities, Attachment Capabilities]
DOC
- Attach File From Template [see Attachment Capabilities]
- Can add attachments to a closed document [see Attachment Capabilities]
- Can attach assembled output to doc [see Attachment Capabilities]
- Can be designated as another users proxy [see Document Update Rights, Contacts Dashboard Capabilities]
- Can change document status (if collaborator) [obsolete]
- Can control exclusive access [see General Document Capabilities]
- Can Delete an entire document completely [see General Document Capabilities, Catalog Dashboard Capabilities]
- Can edit workflow [see Routing Capabilities, System Admin Dashboard Capabilities]
- Can Join attached files [see Attachment Capabilities]
- Can Merge Approved CCO Docs [see CCO-Specific Capabilities]
- Can modify Pay Control [see General Document Capabilities]
- Can move items among folders [see Catalog Dashboard Capabilities]
- Can override Retention [see Commitment & Pay Request-Specific Capabilities]
- Can preview output [see Routing Capabilities]
- Can Resend Fax/Email [see Routing Capabilities]
- Can reverse posting of a doc [see Pay Application-Specific Capabilities]
- Can route a document back to originator [see Routing Capabilities]
- Can route a document back to prior sequence [see Routing Capabilities]
- Can see all items that have the same company [see Item Capabilities]
- Can set document status to Approved [see General Document Capabilities]
- Can set document status to committed/pending [see General Document Capabilities, Project Setup-Specific Capabilities]
- Can update the time or source of a remark [see Item Capabilities, Project Dashboard Capabilities]
- Can view documents if routed to anyone at the same company [see General Document Capabilities]
- Change Order linking [see Change Order-Specific Capabilities]
- Checkout files or see status [see Attachment Capabilities and Catalog Dashboard Capabilities]
- Contact / Attendee Maintenance [see General Document Capabilities]
- Control Document Attachments [see Attachment Capabilities]
- Control the folders that contain items [see Item Capabilities]
- Document Alerts [see General Document Capabilities]
- Document Routees [see Routing Capabilities]
- Enable Edit for items with closed status [see Item Capabilities]
- Inclusion/Exclusion lines [see General Document Capabilities]
- Instructions and Attributes [see General Document Capabilities]
- Item Import/Export to Excel [see Item Capabilities]
- Maintain a Cataloged Item [see Attachment Capabilities, Catalog Dashboard Capabilities]
- Maintain Compliance Items [see General Document Capabilities]
- Maintain Remarks [see Item Capabilities, Project Dashboard Capabilities]
- Owns documents created, routed, global [see Document Update Rights]
- Permissions for any item on the document [see Document Update Rights]
- Post Expenses [see Change Order-Specific Capabilities]
- Post Revenue [see Change Order-Specific Capabilities]
- Self Service RFQ [see Bid Package-Specific Capabilities]
- Update account encoding [see Commitment & Pay Request-Specific Capabilities]
- Use Mask to control Doc Number [see General Document Capabilities]
- User Inbox Inbound Email Attachment Link [see Home Dashboard Capabilities]
LIST
- Can access all projects without being a team member [see Home Dashboard Capabilities]
- Can change catalog file filter [see Catalog Dashboard Capabilities]
- Can merge two contacts [see Contacts Dashboard Capabilities]
- Can Read All Files [see Catalog Dashboard Capabilities]
- Can see all company divisions [see System Admin Dashboard Capabilities]
- Can see all contacts [see Contacts Dashboard Capabilities]
- Can see Labor Transactions [see Project Dashboard Capabilities]
- Can see list of Documents regardless of access [see Catalog Dashboard Capabilities]
- Free form Addresses [see General Document Capabilities]
- Free form meeting attendee names [see Meeting Minutes-Specific Capabilities, General Document Capabilities]
- Maintain Public Contacts [see Project Dashboard Capabilities]
- Revenue Transactions [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
- System provides links to send an email [see Project Dashboard Capabilities]
PAGE
- Add Files [see Attachment Capabilities, Catalog Dashboard Capabilities]
- Allowed to follow redirection links from outside the system [see Basic System Access Capabilities]
- Async Page Loader [obsolete]
- Attach existing Files and sfDocs to Documents [see Attachment Capabilities]
- Audit Log [see General Document Capabilities, View Menu Capabilities]
- Auto Add Routee Options [see Routing Capabilities]
- BFA History [see BFA Workbook-Specific Capabilities]
- Can change Route Via [see Routing Capabilities]
- Can Export file from the catalog [see Catalog Dashboard Capabilities, Plan Room Capabilities]
- Can get an item from another document [see Item Capabilities]
- Can Load an alternate route [see Routing Capabilities]
- Can see list of documents related to a file [see Catalog Dashboard Capabilities]
- Can use Excel Project Analysis [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
- Catalog Dashboard [see Catalog Dashboard Capabilities]
- Catalog File Viewer [see Basic System Access Capabilities]
- Change Item Register [see Project Dashboard Capabilities]
- Change Order Line Detail by Cost Code [obsolete]
- Commitment Detail [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
- Commitment Line Detail by Cost Code [see BFA Workbook-Specific Capabilities]
- Competitive Bid Analysis [see Project Dashboard Capabilities, Bid Package-Specific Capabilities]
- Contacts Dashboard [see Contacts Dashboard Capabilities]
- Copy a document [see General Document Capabilities]
- Diagnostic Utilities [see Diagnostic Tool Capabilities]
- Document Access [see Catalog Dashboard Capabilities, General Document Capabilities]
- Document Save Confirmation (everyone) [see Change Order-Specific Capabilities]
- Excel Period Distribution [see Period Distribution Workbook-Specific Capabilities]
- Excel Project Budgeting & Forecasting [see BFA Workbook-Specific Capabilities, Period Distribution Workbook-Specific Capabilities]
- Executive Dashboard [see Executive Dashboard Capabilities]
- Executive Dashboard Export [see Executive Dashboard Capabilities]
- Help Menu (everyone) [obsolete]
- Home Dashboard [see Home Dashboard Capabilities, Basic System Access Capabilities]
- HTML Viewer [see Custom Info Dashboard Capabilities]
- ItemTask/Budget Detail [see Change Order-Specific Capabilities]
- Manager Dashboard [see Manage Dashboard Capabilities]
- My Settings [see Basic System Access Capabilities]
- Plan Room Dashboard [see Plan Room Capabilities]
- Project Change Order Markup [see Project Dashboard Capabilities]
- Project Dashboard [see Home Dashboard Capabilities and Project Dashboard Capabilities]
- Project Site Address Maintenance [see Project Dashboard Capabilities]
- Report viewer [see General Document Capabilities, Basic System Access Capabilities]
- Select/Designate target SOV Line for Change Item [see Change Order-Specific Capabilities]
- Submittal Item Register [see Project Dashboard Capabilities]
- System Admin Dashboard [see System Admin Dashboard Capabilities]
- Transaction Detail [see Project Dashboard Capabilities, BFA Workbook-Specific Capabilities]
- User/Contact Display [see General Document Capabilities, Project Dashboard Capabilities]
- Virtual Popup Admin Pages [see System Admin Dashboard Capabilities]
- Virtual Popup Pages [see Basic System Access Capabilities]
- Weather History [see Project Dashboard Capabilities]
PART
- Action Item Inbox [see Home Dashboard Capabilities]
- Alert Subscription Maintenance [see Manage Dashboard Capabilities]
- Alert Type Maintenance [see System Admin Dashboard Capabilities]
- Can customize BFA settings [see BFA Workbook-Specific Capabilities]
- Can customize SOV settings [see SOV Workbook-Specific Capabilities]
- Catalog File Version History [see Catalog Dashboard Capabilities]
- Code Maintenance [see Manage Dashboard Capabilities]
- Company Maintenance [see System Admin Dashboard Capabilities]
- Compliance Type Maintenance [see Manage Dashboard Capabilities, System Admin Dashboard Capabilities]
- CSI Maintenance [see Manage Dashboard Capabilities]
- Date Type List [see Manage Dashboard Capabilities]
- Document Template List [see Manage Dashboard Capabilities]
- Document Type List [see System Admin Dashboard Capabilities]
- Event Subscriptions [see System Admin Dashboard Capabilities]
- Executive Project Summary [see Executive Dashboard Capabilities]
- Library of Catalogued Documents [see Project Dashboard Capabilities]
- Maintain Account Categories (Work breakdown detail) [see System Admin Dashboard Capabilities]
- Maintain Allocations and Markups [see Manage Dashboard Capabilities]
- Maintain Catalog and Report folders [see Catalog Dashboard Capabilities, System Admin Dashboard Capabilities]
- Maintain Cloud Storage Drive List [see System Admin Dashboard Capabilities]
- Maintain Project Cost Codes [see Project Dashboard Capabilities]
- Maintain Project Program List [see Manage Dashboard Capabilities]
- Maintain Workflow Script Library [see System Admin Dashboard Capabilities]
- Mask Maintenance [see Basic System Access Capabilities, System Admin Dashboard Capabilities]
- Program List [obsolete]
- Project Cost Analysis Detail [see Project Dashboard Capabilities]
- Project Document Menu and List [see Project Dashboard Capabilities]
- Project Key Performance Indicators [see Project Dashboard Capabilities]
- Project Links [see Project Dashboard Capabilities]
- Project Photo [see Project Dashboard Capabilities]
- Project Remarks [see Project Dashboard Capabilities]
- Project Site Conditions [see Project Dashboard Capabilities]
- Project Team Contacts [see Project Dashboard Capabilities]
- Reference List [see Manage Dashboard Capabilities]
- Region List Maintenance [see Manage Dashboard Capabilities]
- Route List [see Manage Dashboard Capabilities]
- Rule List [see System Admin Dashboard Capabilities]
- UI Configuration [see System Admin Dashboard Capabilities]
- User Project List [see General Spitfire Dashboard Capabilities, Home Dashboard Capabilities, Project Dashboard Capabilities]
- Watchdog Alerts [see Home Dashboard Capabilities]
SYS
- Access to Peer Accounting System [see Project Dashboard Capabilities]
- Add roles to contact [see Contacts Dashboard Capabilities]
- Attempt exclusive access for all opened documents [see General Document Capabilities]
- Bulk Import Tool [see View Menu Capabilities]
- Can access and process scanned documents [see Batch Scanning Capabilities]
- Can export data from a grid [see General Spitfire Dashboard Capabilities]
- Can get ID for customer or vendor company [see Contacts Dashboard Capabilities]
- Can recycle the IIS application via the UI [see System Admin Dashboard Capabilities]
- Can return to Classic Dashboards [see Basic System Access Capabilities]
- Can set the alerted flag in a document [see System Admin Dashboard Capabilities]
- Can Upload batches of scanned documents [see Batch Scanning Capabilities]
- Poke Tool [see Diagnostic Tool Capabilities]
- Change Project ID [see Project Setup-Specific Capabilities]
- Clear Budget/Delete Project [see Project Setup-Specific Capabilities]
- Contact Company Details [see Contacts Dashboard Capabilities]
- Contact Maintenance [see Contacts Dashboard Capabilities]
- Global access [see System Admin Dashboard Capabilities]
- Grant Contacts ability to log into the system [see Contacts Dashboard Capabilities]
- Notify User if an update is available [see System Admin Dashboard Capabilities]
- Read binary documents and extract text [see System Admin Dashboard Capabilities]
- Record weather [see System Admin Dashboard Capabilities]
- Require Spitfire Dashboard [see General Spitfire Dashboard Capabilities]
- Role Maintenance [see System Admin Dashboard Capabilities]
- Site Configuration [see System Admin Dashboard Capabilities]