Question: When trying to approve a CCO, the approval was blocked and the following message appeared: Cannot approve: Line 0002 would become overpaid. What does this mean? Answer: When the
Question: How do I set up a custom document to have item detail calculations like a PCO or SCO? Why does my custom document get the value of the property
Question: The DocTypeConfig rule group (found on the Rules Maintenance tool on the System Admin Dashboard) includes an AutoReroute rule. How does that work? Answer: When AutoReroute is set to 1
Purpose & Scope: sfPMS can process all email that is sent to your site‘s email address. For the most effective processing, some setup is required. Procedure: The Rules Maintenance Tool
Purpose & Scope: One of the coolest features of sfPMS is the ability to edit files stored in the catalog directly within the native applications on your windows workstation. Essentially, when
Question: How does a Commitment or a Commitment Change Order (CCO) update the budget? Answer: When appropriate, the Commitment and CCO will create Budget Revision (and/or) Forecast documents to update
Problem: Most documents in Spitfire open to approximately 1/2 of the screen width, but the Submittal document fills the whole screen. How can I change its width? Solution: The Submittal
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make specific Contacts private through the Contacts view on the Contacts
Question: How can I control the choices in drop-down lists (i.e., pick lists), or reuse codes from one Doc type for other Doc types? Answer: In sfPMS, choices for drop-down
Purpose & Scope: If your Spitfire site is integrated with Microsoft Dynamics SL, you can use Spitfire‘s WBSConfig rule to set up WKCC on the Cost Codes in Microsoft Dynamics