Creating a Forecast
Once a project has an approved budget, a Forecast document can be created at any point during the project’s life…
Read more
Tag Archive: Documents
Doc Type: Period Distribution
Period Distribution documents contain the Period Distribution workbook, which draws information from your current budget so you can spread project…
Read more
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…
Read more
Production Units Overview
Production Units documents are aggregated to update BFA financial information for Actual and Current units of production at the Cost…
Read more
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….
Read more
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…
Read more
The Document Alert Option
Spitfire documents include a way to add Alerts through the Document Alerts window. With a document open, access Actions and…
Read more
Adding Document-specific Alerts
Alerts set up from within a document apply to that document only. To add an Alert for a specific document:…
Read more
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…
Read more
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…
Read more