Tag: Documents

The Change Item Register is the master list of all Change Items for a project. You can open the Change Item Register after adding at least one Item to a

Customer Change Orders are used to track changes to the project’s revenue and expenses. Customer Change Order documents cannot be created until the Project Setup is Committed. If you try

You can create a Customer Change Order document at any time after the Project Setup’s Status has been set to Committed. A project can have multiple Customer Change Orders, and

Forecast documents detail financial forecasts throughout your project. Each Forecast document open the BFA workbook in Forecast mode. Forecast documents and corresponding BFA workbooks require the project to have an

Once a project has an approved budget, a Forecast document can be created at any point during the project’s life cycle. To create a Forecast document:  From the Project Dashboard,

Period Distribution documents contain the Period Distribution workbook, which draws information from your current budget so you can spread project budget costs over financial periods representing the life of the

Once a project has an approved budget, Period Distribution documents can be created at any point during the project’s life cycle. Note: In V23, the Period Distribution Doc type was

Production Units documents are aggregated to update BFA financial information for Actual and Current units of production at the Cost Code level. Production Unit documents update future BFA workbook snapshots

To create a Production Units document: From the Project Dashboard, select Production Units from the Documents list, and click Add. In Description enter useful text. This text will also be

The Customer, Vendor, and Employee documents are created by sfPMS to hold additional information and pertinent attachments for contacts. Once you access the individual or company, click the icon highlighted