Configuration CapabilitiesConfiguration Capabilities

If you want to use special capabilities in the UI Configuration tool (see below), you need to include one or more of the following in appropriate roles. CSTM | Customizable

September 2017 – Organizing Your DataSeptember 2017 – Organizing Your Data

Data comes in all sizes and shapes and the way we organize and sort that data isn’t always the same. Spitfire offers several tools to help you categorize and sort

The Alert Subscriptions ToolThe Alert Subscriptions Tool

The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up in the user’s Watchdog Alerts part on the Home Dashboard

Automatic Exclusive AccessAutomatic Exclusive Access

Request: We understand the need to get exclusive access on a document before we can use the Attachments tab. But couldn’t we get that exclusive access just by opening the

“Unassigned” vs. Roles on All Projects“Unassigned” vs. Roles on All Projects

Question: I often assign the Project Manager role to users for a specific project only. But sometimes, I don’t want to be so limiting. If I leave the role “unassigned” will

KBA-01643: Reports block access based on Company DivisionKBA-01643: Reports block access based on Company Division

Question: When running certain reports, why do users get the message You do not have access to the requested company? Answer: sfPMS supports multiple divisions in your company setup.  See

User Role Matrix ReportUser Role Matrix Report

This report shows which Contacts have been given specific roles and how many times (because roles limited by conditions can be granted more than once). Note: although the image above

User Capability Detail ReportUser Capability Detail Report

This report lists the role capabilities and permissions granted to Contacts. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this

Capability Matrix ReportCapability Matrix Report

This report indicates which role capabilities and permissions have been assigned to which roles. Note: this report does not use filters and cannot be exported to Microsoft Excel. Columns Untitled