Doc Type: Period Distribution
Period Distribution documents contain the Period Distribution workbook, which draws information from your current budget so you can spread project…
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Tag Archive: Documents
Creating a Period Distribution
Once a project has an approved budget, Period Distribution documents can be created at any point during the project’s life…
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Production Units Overview
Production Units documents are aggregated to update BFA financial information for Actual and Current units of production at the Cost…
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Creating a Production Units Document
To create a Production Units document: From the Project Dashboard, select Production Units from the Documents list, and click Add….
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Customer, Vendor, and Employee Documents
The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts. Once…
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The Document Alert Option
Spitfire documents include a way to add Alerts through the Document Alerts window. With a document open, access Actions and…
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Adding Document-specific Alerts
Alerts set up from within a document apply to that document only. To add an Alert for a specific document:…
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Alert Subscriptions for Documents
While the ability to establish an Alert for a particular document is useful, having to do so for every document of a…
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Introduction to Documents and Item Basics
In Spitfire the term “document” is used to describe a specific form (or envelope) created in sfPMS from a configured…
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Standard Document Features
A document in Spitfire is a defined set of specific, related information. Since there are many types of activities on…
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