The Manage Dashboard is made up of a list of manager tools on the left and the selected tool part on the right.
Manager Tools
Routes | Create and maintain predefined routes that populate the Route Detail tab of documents that meet the specified criteria. |
Allocations | Establish allocations and markups for Change Item Budget Entries. |
Alert Subscriptions | Institute and maintain Alerts for specific users based on a variety of triggers. |
Compliance Types | Establish types of compliance for vendors and Commitments. |
CSI Maintenance | Create and maintain a CSI list with short and longer descriptions to be used in Spitfire documents and lookups. |
Date Types | Institute the date types to be used on the Date tabs of certain Spitfire documents. |
Programs | Create and maintain programs for the organization and grouping of related projects. |
Reference | Establish and maintain lists based on whatever you want in order to categorize documents and Items. |
Region Maintenance | Create and maintain regions for the organization of your vendors. |
Templates | Upload a variety of templates for use throughout sfPMS. |
Code Maintenance | Edit or view the options for various drop-downs (pick lists) used in documents and throughout the system. |