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Tag: Account Category

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KBA-01796: How to Add and Edit Account CategoriesKBA-01796: How to Add and Edit Account Categories

April 21, 2020April 21, 2020| Soni YorkSoni York|

Question: An Account Category that I expected to add to my Commitment Item is not available. How do I add the Account Category to my system so that it is

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Account Categories ToolAccount Categories Tool

April 21, 2020April 21, 2020| Soni YorkSoni York|

Overview Account Categories are easy-to-use versions of the accounting codes used by projects to track costs, revenue, assets and liabilities. Account Categories are user-defined and easily understood, with labels such

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KBA-01691: Manual Sync to Detect New GL AccountsKBA-01691: Manual Sync to Detect New GL Accounts

May 18, 2017May 18, 2017| Soni YorkSoni York|

Question: We have added a GL account code in our accounting system, but it is not showing up in Spitfire. Can we manually speed up the process of synchronization? Answer:

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Project Cost By Account ReportProject Cost By Account Report

January 12, 2016January 12, 2016| Soni YorkSoni York|

This report lists project amounts by Account Category. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters

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KBA-01568: Allocation ExampleKBA-01568: Allocation Example

February 17, 2014February 17, 2014| Dorothy McGovernDorothy McGovern|

Question: How would I set up the following allocations? A Labor Burden/Overhead allocation of 142% to Labor An additional 6% allocation for Cost of Money An allocation for Fees based

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KBA-01027: Why is the Account Category lookup on my Project Change Orders blank?KBA-01027: Why is the Account Category lookup on my Project Change Orders blank?

September 21, 2011September 21, 2011| Dorothy McGovernDorothy McGovern|

Question: When I create a Change Order document, the lookup for my Account Categories is blank. Why? Answer: sfPMS includes only those Account Categories that have been designated for Change Orders

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KBA-01251: Dates on the Project Cost by Account Category reportKBA-01251: Dates on the Project Cost by Account Category report

January 5, 2011January 5, 2011| Dorothy McGovernDorothy McGovern|

Question: The Project Cost by Account Category report has two date ranges in its filter parameters. What dates are these date ranges using? Answer: The Project Date Range looks for the

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KBA-01269: Account Categories available for BudgetsKBA-01269: Account Categories available for Budgets

May 30, 2007May 30, 2007| Dorothy McGovernDorothy McGovern|

Question: How can I tell or edit which account categories in Spitfire are offered for budgets? Answer: Microsoft Dynamics SL Integrated Sites: Open the Project Controller | Acct Category Maintenance

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  • KBA-01872: What The Response Time Metric Bar Means
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  • KBA-01871: Creating Connected Documents from a Document
  • KBA-01870: Using the Project Lookup
  • KBA-01869: How to Find Roles with Specific Capabilities & Sub-roles
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