Project Setup Actions and Options Menu
The Project Setup Actions and Options menu initially offers the following choices: Alerts, View Changes, Initial Budget, Clear Budget, Change…
Read more
Tag Archive: Documents
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…
Read more
Budget Documents
Budget documents detail the original and current anticipated spending for your project through corresponding BFA workbooks. An initial Budget document,…
Read more
Opening the Initial Budget
A blank Initial Budget document is created automatically when you first save a Project Setup document. There are two ways…
Read more
Creating Other Budget Documents
You can create more Budget documents as needed by selecting Budget from the Project Dashboard Documents menu and then clicking…
Read more
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…
Read more
Pay Application Overview
Pay Application documents are used to create and track the SOV (Schedule of Values) based AR billings for your project,…
Read more
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…
Read more
Schedule Overview
The Schedule document primarily functions as a “wrapper” for routing attached schedule files in Word, Excel, Project, or another scheduling…
Read more
Creating a Schedule
Schedules are often created early in the project’s life cycle. To create a Schedule document: From the Project Dashboard, select…
Read more