Finding Documents Related to CommitmentsFinding Documents Related to Commitments

Question: Is there a way to easily find and open documents (such as Pay Requests, CCOs, etc.) that are related to a particular Commitment (Subcontract)? Or to open the Commitment

KBA-01820: Adding Inclusions/Exclusions to Your Bi-Directional Item TemplateKBA-01820: Adding Inclusions/Exclusions to Your Bi-Directional Item Template

Overview: Spitfire V2021+ allows bi-directional templates that import Items to also import Incl/Excl items.  Some modifications need to be made to the Item import template, but in the end the

Showing Pay Request Amounts on CommitmentsShowing Pay Request Amounts on Commitments

Request: Is there a way to get the approved and pending Pay Request amounts for a Commitment to show up on the Commitment’s Detail tab, sort of in the way

Creating a CommitmentCreating a Commitment

There are three ways to create a Commitment document: –  From the Project Dashboard – use this method for a stand-alone Commitment –  From an RFQ document – use this

Vendor CCO OverviewVendor CCO Overview

The Vendor CCO (Commitment Change Order) document is used to make changes or additions to Items on a Committed Vendor Commitment. Vendor CCO documents are linked to Vendor Commitment documents

Creating and Approving a Vendor CCO DocumentCreating and Approving a Vendor CCO Document

You can create a Vendor CCO document at any time after the corresponding Vendor Commitment’s status has been set to Committed. A project (and a Vendor Commitment) can have multiple

KBA-01676: Uncapped Contract Lines with RateKBA-01676: Uncapped Contract Lines with Rate

Question: How do I set up a Commitment line to have a rate, but no predetermined units? Answer: Create a Commitment document. Add an Item, as usual. Select a UOM that

Commitment Summary ReportCommitment Summary Report

This report summarizes the Commitment Log, the CCO Log, the Pay Request Detail Log and the Compliance Log. Note: although the image above does not show the Output drop-down, you

Commitment LogCommitment Log

This report lists Commitment documents. Filters Project – the Project ID. You can look up or type a specific project, or use the % mask for multiple projects. Vendor – the

Commitment By Cost Code ReportCommitment By Cost Code Report

This report lists the Cost Codes on Commitment documents. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.