What’s New in Spitfire Project Management Version 4.6

General Release – October 2015

Once again Spitfire has packed an incredible number of features and improvements into its newest version, and to complete the good news, the prerequisites for Spitfire Project Management System V4.6 have been updated slightly: Windows 7, Windows 8.1 and Windows 10 operating system, .Net version 4.5, Internet Explorer Version 11 or Microsoft Edge—these are much the same as our previous version. So there are no excuses for holding up your upgrade from the previous version of Spitfire to our latest offering.

Infrastructure

Easier to enhance “Welcome” document

System Wide

Requires .NET 4.5
Part Header bars now act like show/hide toggle.

[+] tab now includes Create Project.

Site Dictionary for Spell Check

New themes (New Blue, Fresh White)

sfDash – Office Integrated Dashboard Client for Microsoft Windows

Long downloads by the “Get Latest Version” no longer result in an erroneous ‘not responding’ warning from Windows.

Contact Dashboard

Now includes an External ID filter
Shows Google Profile picture if the contact has used Google Authentication
Associated Google accounts are summarized under password

Home Dashboard

Loads and refreshes faster
Project List no longer includes lookup footer…

…Project Lookup and New Project are now moved to the Dashboard Tabs as the + tab

Site Photo can be turned off and replaced. See KBA 01610
Inbox Action bar: documents expand so you can act on the route right from the Home Dashboard

Project list shows scope if public project description has not been specified

Project Dashboard

Document Summary

Solid dark blue Diamond icon indicates currently chosen Doc type
Allows overdue bars to be turned off (globally, or by Doc type)
Changing Doc type refreshes just the one part
+More link at bottom of Document menu switches to All Doc Types
Document menu resizes depending on if Photo, Remarks and Conditions are collapsed or expanded
One click access to Project Setup, Submittal and CI Registers

Removing someone from the Team no longer requires a save
In-Place Edit – Change the filename without opening File Properties dialog

Loads and refreshes faster, particularly when changing Doc type

Transaction drill down shows vendor name in grid (when available)

Executive Dashboard

Dramatically improved performance for many projects, particularly when older projects are no longer changing but have not been closed

Catalog Dashboard

Files

In-Place Edit: Change the filename without opening File Properties dialog
Optional “other” column

Login Dashboard

Supports Google Authentication – See KBA-01618 and KBA-01615

Documents

Drag and Drop: both Attachments and Routing now update the sequence as you go, without having to ‘accept’
Improved Masked Input (for new project IDs)
When source contact is a company, the TO address is now set to the person at that company. See KBA-01616
Copy Document. See KBA-01530

Attachment cloning can be configured (by Doc type) for templates and attached file type (docx, etc)
Attachment option can be disabled (or filtered) by Doc type

Document Items

Now supports drag and drop sequencing (configuration required)
Data driven Item Sort no longer prevents quick edit on those fields!
Can import and update Items from attached VXL workbook
Quantity and Rate can be configured to support 0 to 4 decimal places. In UI Configuration, use Format = F0, F1, F2, or F3. Note: The formatting must be consistent across document types and grid and detail views!

Attachments

Drag and Drop sequencing no longer requires an explicit ‘accept’
Attachment Sharing: State is now updated while the document is open/idle
New Attachment Filters: Matching, Included, Cataloged since
Edit PDF files on your Windows workstation, just like Word and Excel (given capable software: for example, Adobe Reader and Abode Acrobat)
In-Place Edit: Change the filename of an attachment without opening File Properties dialog
File version summary

Routing

Drag and Drop sequencing no longer requires an explicit ‘accept’
Route dates include year when needed
Route Response Wizard supports:

More Statuses: Send Back and Restart
Inbound attachments

Click to copy route response to notes tab (See RouteConfig rules)
Due Date is now quick edit
Thumbs up icon now works in two ways:

still automatically sets the Status to Responded and saves the document
now detects if you have changed the status and will just save the document

Workflow Scripts

Script Library includes link to online guide
ATC: ADD REVISION
ATC: ADD WBCODE
ATC: QUERY
ATC: IF supports IN clause

Change Orders

You can now import the Budget Entries for a Change Item using CI Budget Import from XLS Worksheet Using an Excel workbook with a SpitfireImportData worksheet and a BFA import map.

Commitment Change Orders

Budget related validations are checked when saved pending (Limit to Budget, Prevent Negative Remaining, and similar conditions)

Meetings

Now includes attachments and clones templates by default.

BFA

Note chaining configurable by Doc type
Notes in the BFA worksheet can br configured to be specific to each Budget Revision or to an aggregate of all Notes for that line item across Budget Revisions.

SOV Payment Applications

Address data now includes title for contacts

User Preferences

Two more themes!
Profile Picture displayed if available (see Google Authentication)

Templates

New DKEYAT_ prefix resolves key for primary person at the company
PDF Files can be added as attachment templates

Company Divisions

Email field added
In-Place Edit

UI Configuration

Context supports document subtype, allowing (for example) PO and subcontract type commitments to have differing UI
In-Place Edit: label, lookup and other attributes

Rules

BudgetConfig |

BudgetConfig | NoteChaining – configures if notes are copied to new snapshots
BudgetConfig | COCCOLineTarget – configures if new lines are added for subcontracted CO work

DocCopyConfig |

DocCopyConfig | AttachedTemplates – configures how attached templates are copied.
DocCopyConfig | AttachmentCloning – configures the files types that should be cloned when copied.
DocCopyConfig | AttachmentFilter – filters doc attachments.

DocItemConfig |

DocItemConfig | RenumberSeq – configures if items are automatically resequenced

DocTypeConfig |

DocTypeConfig | ShowInfoBar – configures ovedue bar under doc type name

EMailText |

EmailText | UseDivisionEmail enables use of division email

QueryConfig |

qAlias rules moving from WordTemplateConfig

RouteConfig |

RouteConfig | ManualEcho configures if can copy route responses to note manually

WBAConfig |

WBAConfig | UOP specifies Units of Production account

VXLConfig |

VXLConfig | ForwardLookingRows controls the number of consecutive blank rows that can be found in an import worksheet without stopping the import.
VXLConfig | ImportCIRevenueSummary, when true, tells imported CI tasks to yield a single revenue entry at the end.
VXLConfig | ImportCIRunAllocations controls how CI import and CI allocations interact.
VXLConfig | ImportCIViaCommitment controls (by account) if the imported task yields a self-perform or commitment expense.
VXLConfig | UseWBAConfigSubcontract controls whether the Account Category will be automatically treated as being “Via Commitment” during the Change Items import.

Reports

Cloud Storage Utilization by project and file type (Admin)
Report Output Selection to Screen/PDF, Excel, or Raw CSV has been added

Resolved Enhancement Requests

10756: Make it easier to see Vendor Name in transaction drill down
15080: Resequencing Document Items like attachments
15771: PDF Compatibility for templates
16703: Pending CCOs should validate budget restrictions
16822: Enhance ‘Welcome’ document feature
17547: Copy Document should offer attachment cloning
18127: Quantity and Rate should support up to 4 decimal places
18187: RE: Get Files (Not Responding)
18746: SOV – Add the contact title
18752: Chaining of Notes on Budget Revisions and Forecasts
18814: Manual Echo of Route Replies to Note
18277: Acknowledge Route from Inbox
18799: When uploading multiple files, provide a list of failed uploads
18834: Route Dates include year when needed
18871: Catalog Grid supports UI Configuration
18895: No project photos on Home Dashboard
18981: Report output to Excel
18986: Route Response Wizard support send back

Upgrade Considerations

Copy Document Attachment Cloning

Why: Many requests. When you copy one meeting to another, the prior meetings attachments are helpful, but you don’t want the new meeting notes to update the prior meeting document.

Potential Problem: Old SOP many need updating

Suggested Solution: Review DocCopyConfig rules