Document Update Rights
A user with minimum access will not generally be able to update documents routed to him or her. However, other…
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Exclusively for Spitfire Clients
A user with minimum access will not generally be able to update documents routed to him or her. However, other…
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The Plan Room Dashboard provides public or private users access to certain documents and any files attached to those documents.
Bid documents keep track of all your binds for prospective projects. A Bid document is usually created before a project,…
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To create a Bid document: From the Site Menu select Create Document. From the Crete a New Document pop-up window,…
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Estimate documents largely serve as “wrappers” for routing attached estimate workbooks in Microsoft Excel. An Estimate document is usually created…
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To create an Estimate document: From the Site Options menu, select Create Document. From the Create a New Document pop-up…
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The Project Setup document, containing project contract information, us the premier document for your project. Once the Project Setup is…
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There are two ways to create a Project Setup document: from a Bid document with a Status of Awarded, and…
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The Project Setup Actions and Options menu initially offers the following choices: Alerts, View Changes, Initial Budget, Clear Budget, Change…
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