Preventing Negative EAC
Did You Know? Back in V4.4, we added the BudgetConfig | PreventNegativeEAC rule to allow our users to block budget…
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Tag Archive: Budget
KBA-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…
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Budget Subtypes
The distributed Budget Doc type includes a subtype field, labeled Type. With one exception, this Type field is populated automatically…
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Intro to Budgeting
Intro to Budgeting Spitfire includes a fully audited Budget function. Each change to the project budget requires an approval and the changes…
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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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With and Without “As Bid” Budget
With “As Bid” Budget (Optional) If your site has the ProjectConfig | BidBudget rule turned on, sfPMS will automatically create…
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Opening the Initial Budget
A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways…
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Creating Other Budget Documents
You can create more Budget documents as needed by selecting Budget from the Project Dashboard Documents menu and then clicking…
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Budget Actions and Options Menu
The Actions and Options menu on the Budget document offers the following choices after you save: Note: If your site…
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Focus Guide: Budgets
The Budgets Focus Guide covers the following topics: Concepts Part I: Budgets Your Initial Budget Budget Revenue and Project Setup From Project…
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