Items Tab: Import Items Via ExcelItems Tab: Import Items Via Excel

Once you have a Spitfire Item File you can choose to Import the data from the file to a Spitfire document’s Items tab. If your document does not have any

Items from Attached “Via Excel” FilesItems from Attached “Via Excel” Files

If you have created a Spitfire Item template (aka VXL template) you can use that template to edit and enter Items through the Attachment tab.  If properly configure with (Document

KBA-01667: Register Now Exclusive to Another UserKBA-01667: Register Now Exclusive to Another User

Question: When I tried to save a new Item on my Change Order document, I got a message Cannot add now: register now exclusive to another user….try saving again. What

Change Item Log with DetailChange Item Log with Detail

This report lists Change Items and provides more details than the Change Item Log. Filters Project – the Project ID. You can look up or type a specific project, or

KBA-01654: Change Items and SOV Line ItemsKBA-01654: Change Items and SOV Line Items

Purpose & Scope: There is a fair amount of flexibility when it comes to how Change Items (on a Change Order) appear on the corresponding SOV worksheet.  Possible options are

Document Items ReportDocument Items Report

This report lists document Items for a particular Doc type, grouped by project. Filters Document Type – the Doc type.  This filter is required before you click the Run Report button.

Submittal Item LogSubmittal Item Log

This report lists all Submittal Items created through Submittal, Submittal Package or Submittal Item Register documents. Note: although the image above does not show the Output drop-down, you can select

Commitment Budget Comparison ReportCommitment Budget Comparison Report

This report lists how Commitment line Items compare to the budget. This report is available from a Commitment or CCO’s Option menu (Commitment-vs-Budget) as well as the Report Browser.  Note: a

Change Item LogChange Item Log

This report lists Change Items. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters Project – the

KBA-01629: Edit Items from Microsoft ExcelKBA-01629: Edit Items from Microsoft Excel

Question: How do I add or edit Items using an Excel Workbook attached to the document? Answer: This answer requires V2020 of sfPMS.  Earlier versions had significant limitations: ask support