Routing documents allows your co-workers and managers the chance to review them. If also allows you to delegate action items to co-workers, subcontractors, or other project contacts. You can assign due dates, which can be tied into Alerts. There’e even a Build Route function that will build a route on-the-fly for all Responsible Parties and/or Attendees on the document.

Note: It is also possible to set up sfPMS to integrate with a Cloud storage provider so project participants who are not Spitfire users may access documents and files in the cloud. For more information, contact your implementer and see the Setup for Cloud Drive white paper.

 

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Estimate documents largely serve as “wrappers” for routing attached estimate workbooks in Microsoft Excel. An Estimate document is usually created before ir in the earliest stages of a project. Estimate