Preventing Negative EAC (Budget) LinesPreventing Negative EAC (Budget) Lines

Question: When we tried to approve a Change Order, we got a message about “negative EAC.” What does this message mean? What are our options when we get that message?

Budget SubtypesBudget Subtypes

Did You Know? The distributed Budget Doc type includes a subtype field, labeled Type. With one exception, this Type field is populated automatically based on how the Budget document is

How to Add Cost Codes After Initial BFAHow to Add Cost Codes After Initial BFA

Question: Is there some way I can add Cost Codes to my project after my Initial Budget has been approved? Answer: Yes. Cost Codes are generally added to a project

KBA-01770: Excel Trust by LocationKBA-01770: Excel Trust by Location

Problem: If you have a complex Budget prep or estimating workbook, Microsoft Excel may discard any preset macro signatures that have been established.  The issue is discussed on Microsoft Technet.

Intro to BudgetingIntro to Budgeting

Intro to Budgeting Spitfire includes a fully audited Budget function. Each change to the project budget requires an approval and the changes are tracked whether the change was initialed from another documents (for

Your Initial BudgetYour Initial Budget

When you create and save a new Project Setup document in sfPMS, a blank Initial Budget document is created automatically (by default). You can open this Initial Budget either from

With and Without “As Bid” BudgetWith and Without “As Bid” Budget

With “As Bid” Budget (Optional) If your site has the ProjectConfig | BidBudget rule turned on, sfPMS will automatically create an additional Budget document for each project, called, by default,

Opening the Initial BudgetOpening the Initial Budget

A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways to open the Initial Budget document to access the BFA

Creating Other Budget DocumentsCreating Other Budget Documents

You can create more Budget documents as needed by selecting Budget from the Project Dashboard Documents menu and then clicking Add. However, you may have only one Budget document open

Budget Actions and Options MenuBudget Actions and Options Menu

The Actions and Options menu on the Budget document offers the following choices after you save: Note: If your site is integrated, Spitfire links to Microsoft Dynamics SL or Acumatica