KBA-01062: Best Way to Copy Items on a DocumentKBA-01062: Best Way to Copy Items on a Document

Summary: sfPMS offers several ways to copy Document Items.  Each of these alternatives is best applied in different scenarios. Copy a Document with its Items – Found on the Project Dashboard,

KBA-01043: How do I delete an Item from my Punch List?KBA-01043: How do I delete an Item from my Punch List?

Question: I created a Punchlist document with ten items, but now I want to delete one. How do I do that? Answer: If you have permission to delete Items (i.e., you

KBA-01486: Which of the Item Date fields appear in the Submittal Item LogKBA-01486: Which of the Item Date fields appear in the Submittal Item Log

Question: The Submittal Item Log displays five of the Item Detail Dates. Answer: The Submittal Item Log report displays five dates from the Submittal Item Details (shown in bold).  Due

KBA-01459: Changing Commitment Items through a CCOKBA-01459: Changing Commitment Items through a CCO

Purpose & Scope: CCO documents are used to change Commitments. Sometimes those changes require new Items added to the Commitment, but other times, changes need to be made to existing

KBA-01239: Configuring a default description for Document ItemsKBA-01239: Configuring a default description for Document Items

Question: How can I have the description of document Items automatically set by one of the Item detail fields during data entry? Answer: Use the DocTypeConfig | ItemText rule found

KBA-01171: Can I view more than 6 items at a time on a Spitfire document?KBA-01171: Can I view more than 6 items at a time on a Spitfire document?

Question: When I move to the Items tab on a Spitfire document, only six items are displayed per page. Is it possible to view more than six items at a

KBA-01307: Default Revenue Code for Change ItemsKBA-01307: Default Revenue Code for Change Items

Question: How does Spitfire determine the default revenue code for Change Items? Answer: The Revenue Code on a Change Item determines where in the WBS/Budget any additional revenue associated with

KBA-01063: When I copy a folder, some of the items do not copy to the new folder. Why?KBA-01063: When I copy a folder, some of the items do not copy to the new folder. Why?

Question: Why don’t some of my items get copied when I use the Copy / Paste Folder feature to transfer items from one document to another? Answer: The Paste operation can