Entering Notes for Cost Codes or Account Categories
In Forecast mode, Notes for Cost Codes or Account Categories can be entered either directly in the BFA worksheet or…
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Tag Archive: BFA Workbook
Approving Your Forecast
The Spitfire Forecast document controls access to your forecast and also controls when that forecast is approved/posted. Once approved, the…
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Reviewing Prior Forecasts
Once approved or cancelled, a Forecast document and its BFA workbook become read-only. They remain available for review. No matter…
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Forecast Final Entry
When it is time for your final entry in your forecast, you can, if necessary, use the Forecast Final Entry…
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Your Initial Budget
When you create and save a new Project Setup document in sfPMS, a blank Initial Budget document is created automatically…
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Reviewing the Data – BFA Workbook
You can choose to see all rows that are not distributed. In addition, you can choose to filter the Account…
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BFA Workbook in Budget Mode
The Budget document controls access to the BFA workbook. To open the BFA workbook in Budget mode, click the Excel…
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Manually Adding Rows to BFA Workbook
To add rows manually: From the Budget ribbon click Add Rows. The Enter/Browse dialog will appear. In each Cost Code…
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A Note About Billing Codes
You can choose to include Billing Codes in your Initial (and subsequent) Budget. Billing codes are often supplied by the…
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Deleting Rows from BFA Workbook
To delete a row or multiple rows: From the Budget ribbon, click Delete Rows. You can choose to delete one…
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