Project Dashboard Actions Menu
After you save your Project Setup document, sfPMS creates the Project Dashboard. In the top-right corner of the screen is…
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Tag Archive: Documents
Budget Documents
Budget documents detail the original and current anticipated spending for your project through corresponding BFA workbooks. An initial Budget document,…
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Opening the Initial Budget
A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways…
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Creating Other Budget Documents
You can create more Budget documents as needed by selecting Budget from the Project Dashboard Documents menu and then clicking…
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Budget Actions and Options Menu
The Actions and Options menu on the Budget document offers the following choices after you save: Note: If your site…
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Pay Application Overview
Pay Application documents are used to create and track the SOV (Schedule of Values) based AR billings for your project,…
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Creating a Pay Application
Creating the first Pay Application is different from the creating other Pay Application documents. Note: The Project Setup document Status must be…
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Schedule Overview
The Schedule document primarily functions as a “wrapper” for routing attached schedule files in Word, Excel, Project, or another scheduling…
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Creating a Schedule
Schedules are often created early in the project’s life cycle. To create a Schedule document: From the Project Dashboard, select…
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PunchList Overview
A PunchList document is a type of “to-do” or checklist document. Once you have a project, you can create a…
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