Improvements

Since April 2020. See also What’s New in V2020.

Note: An asterisk (*) in this document denotes an improvement or new feature that resulted from an enhancement request.

• Infrastructure

  • Spitfire now includes XTS support for Acumatica 20R1.

• Login Page

  • *Notes on the Login page can now include links to resources stored in the catalog. &noAccess=401 will cause a redirect through the Login page. Users can thus be instructed to open a PDF from the Spitfire Catalog with instructions on how to log in to Spitfire.

• Inbound Email

  • *Spitfire now supports inbound email with embedded images.

• Contacts Dashboard

  • It is now possible to “move” a Contact or Company that should have been entered as a Contact, but was entered as a Company, into a Parent Company with the Move option. (See Role Capabilities below.)
    
  • *It is now possible to give users permission to add new Contacts, but not permission to add new Companies. This split in capabilities allows for more flexible roles.

• Project Dashboard

  • Team Contacts

    • A new column in the team list is available to display photos of team members. Photos can be added to Contacts on the Contact Dashboard. In addition, photos are added automatically to Spitfire if the Contact is logging in with Google authentication and the Google identity includes a photo.
      

  • Change Item Register

    • The default behavior of Spitfire has been to create a Change Item Register for a project only when the first Change Item is added to a Change Order or Proposed Change Order document. A new rule allows empty Change Item Registers to be created automatically when the Project Setup document is first saved. (See ProjectConfig rule below.)
      

• Documents in General

  • Saving

    • *Documents now auto-save when Spitfire detects that documents have been idle for 5-8 minutes.

  • Downloading

    • *You no longer have to click a “Click here after download” link after downloading files from a document. (Users with slow connections might still see the message.)

  • Related Workflow

    • New Workflow logs offer information about workflow scripts that are triggered by documents. You can access the workflow log by double-clicking next to the Powered by Spitfire icon and then clicking the link in the WCC Info window.
      

  • Document Attachments

    • *The “Show All Attachments” option that appears on the Attachments tab when only Item-specific attachments are shown has been made more obvious.
      

  • Routing

    • *Spitfire users, who are routed pending-action documents via Email, can now also have those documents appear in the Home Inbox.
    • *Notification emails, that tell a user that a document has arrived in the Home Inbox, now support simple HTML markup. (See Rules | EmailText below.)

• Specific Documents/Workbooks

  • Budget/Forecast/BFA

    • *It is now possible to combine Labor and Labor Burden rows into a single Labor row within Cost Codes in BFA workbooks. (See Rules | BudgetConfig below.)
    • A new +/- Alert Function option for Site Settings allows users to show alerts on rows where the prime column is less than (-) or greater than (+) the second parameter by a specified amount.
      

  • Change Orders

    • *Totals now appear at the bottom of the CI Budget Entries window.
      

  • Commitments/Pay Requests

    • A Compliance Summary doc type can be used instead of Compliance Notification documents to send vendors a list of out-of-compliance requirements once a month. (See the ComplianceConfig rules below.)
      
    • *You can now choose to track your retention in Spitfire only instead of in your integrated accounting system, to reduce AP liability. (See Rules | BudgetConfig below.)

  • Period Distribution

    • You now have greater control over the percent increase to apply to expense amounts in a Period Distribution workbook to determine the revenue distribution for new periods. (See BudgetConfig rules below).

• Manage Dashboard/Tools

  • (see also Reports below)

  • Templates Tool and Bookmark Templates

    • *A new FPT_ prefix can be used to tell the template to ignore HTML formatting from the Spitfire document and revert to Plain Text (which will in turn use the formatting of the Word template).
    • *Now, when you use Z as the middle of a number-format bookmark prefix, nothing will print if the value is zero.  For example, FZC_, FZN_, FZF_, and FZP_ will not print zero when the value is zero; instead the value will be left blank. These prefixes can thus be used in tables with quantities where the quantity for a Lump Sum should be blank.
    • The new qDistinctTo_LastActed bookmark can be used to pull in the most recent date and time that a person on a route has acted on the route.
    • Spitfire allows queries to be run from Microsoft Excel templates, when a qAlias name (defined in the QueryConfig rule) is used as a tab name.
      

• System Admin Dashboard/Tools

  • (see also Workflow Script Commands, Role Capabilities and Rules below)

  • Roles Tool

    • *New columns show information about how many Routes use a role and the number of subroles in the role.
      

  • UI Configuration Tool

    • The Project Team part now includes the item Likeness, which can be made visible in order to show photos of team members.
      

• Workflow Script Commands

  • ATC: ADD UIA

    • This command now accepts ClearFileCache as the ID and can be used to clear the IIS cache of all files attached to the document.
    • This command now accepts RefreshDashboard as the ID and can be used to push a refresh to the main dashboard tab.
    • This command now accepts RefreshPart as the ID and can be used to push a refresh to a specific part of the main dashboard, if displayed.

  • ATC: ADD INCLUSION

    • This new command can be used to copy rows from the Incl/Excl tab.

  • ATC: ADD WBCODE

    • This command now accepts FROM projectid and LIKE mask options and can be used to copy cost code and descriptions from a source project that match a modifier.

  • ATC: ATTACH MAKEPDF

    • This new command can be used to create and attach a PDF from a selected Microsoft Word file.

  • ATC: DUE

    • This command now accepts the FROM variable option, which can be used to to set the working date based on the value of a date variable.

  • ATC: IF

    • This command now accepts LookupResult as a value expression, offering greater flexibility to the IF command.

  • ATC: ITEMDUE

    • This command now accepts the FROM variable option, which can be used to to set the working date based on the value of a date variable.

  • ATC: SEQ

    • This command now accepts the FROM variable option, which can be used to to set the working date based on the value of a date variable

  • ATC: SET

    • *This command now accepts Concatenate, FormatResult and LookupResult as set values, which can be used to set fieldnames with greater flexibility.

• Role Capabilities

  • LIST | Can Merge Two Contacts

    • *A new I permission on this capability allows the user to “move” a Contact into a different parent Company.

  • LIST | Can Read All Files 

    • This new capability, with R permission, allows the user to read all files, regardless of folder permissions or confidentiality or other limitations and including files in hidden folders. Because of the breadth of this capability, it should be used sparingly.

  • SYS | Can Add Primary Companies

    • *New capability. With R+I permission, allows the user to add a new Primary Company contact, taking that permission away from the SYS | Contact Maintenance capability.

  • SYS | Can Use the Poke Tool

    • *This new capability, with R+U permission, allows the user to to use the Poke tool (provided the user also has the PAGE | Diagnostics Utilities capability.)

• Rules

  • BudgetConfig

    • BillingUplift is a new rule that lets you specify the percent increase to apply to expense amounts in a Period Distribution workbook to determine the revenue distribution for new periods.
    • *CombineLaborAndBurden is a new rule that lets you indicate whether Labor Burden should be merged with Labor amounts on each Cost Code in the BFA workbook.
    • *SoftRetention is a new rule that lets you indicate whether retention should be tracked only in Spitfire or also sent to your  integrated accounting system (AP).

  • ComplianceConfig (previously ComplianceNotificationText)

    • SenderRole is a new rule that lets you specify the project team member role to be assigned as originator of a Compliance Summary document.
    • SummaryDay is a new rule that lets you specify the generic day of the month (where Sunday the 1st is day 1 and fifth Tuesday is day 31) on which the Compliance Summary document should be generated.

  • DocCopyConfig

    • DateFilter is a new rule that lets you specify a Boolean expression that references date fields in the xsfDocDate table.

  • DocItemConfig

    • *NewItemsLike now accepts 68 as the result value to mean “copy the selected item only once and then default new items to empty.”
    • ShowExpandItem is a new rule that lets you indicate whether the “expand item” icon should be visible to users ever.

  • DocTypeConfig

    • CreateFromParent is a new rule that lets you specify the Doc types that should use the Create from Parent dialog box (for example, CCOs).
    • LinktoChildType is a new rule that lets you specify the Doc type for a document’s Linked Document tab.

  • EmailText

    • *NotifyMsg now accepts simple HTML formatting.

  • NextDocFlow

    • SourceDocStateFlags now accepts 128 as a result value to mean “do not offer the Create Next option if a document of the target type is already attached.”

  • ProjectConfig

    • ManualCIRegister is a new rule that lets you indicate whether the Change Item Register should be created only after a user adds a Change Item to a Change Order or Proposed Change Order, or automatically when the Project Setup is first saved.

  • QueryConfig

    • *qAlias:WithRole is a new rule that lets you specify the name of the role that a user must have in order to use a query.

  • RouteConfig

    • ESignMarkups is a new rule that lets you indicate whether e-Signature events created for the Doc should have the e-Signature provider’s “Allow Markups” option enabled.
    • *ShowEmailActionDocs is a new rule that lets you indicate whether pending-action documents that have been routed to the user via Email should also appear on the User’s Home Inbox

Resolved Enhancement Requests

• 28055: Combine Labor and Fringe Allocated in BFA
• 28517: Disable creation of AP Vouchers for Retention Hold
• 28817: Via Email Action Items
• 28854: Route Notification Emails include HTML markup
• 28944: Use Template formatting
• 29025: Changes to Commitment and SCO Templates
• 29043: Workflow SET supports FormatResult function
• 29108: Inbound email support for embedded images
• 29146: Roles Tool: Additional Columns
• 29240: Dynamic Queries can now be limited to users with a specific role
• 29303: Copy This Row, Just Once
• 29358: Retire “click here after download” message
• 29387: User needs access to Poke tool
• 29399: Auto-save when idle for 5-8 minutes
• 29420: Totals on Budget Entries
• 29443: Make “Show All Attachments” msg more obvious
• 29561: Changing Company on a Primary Contact Record
• 29685: Separate Capability to add Companies from Add Contacts
• 29720: SF Splash Screen – Hyperlinks

Upgrade Considerations

New Capability to Allow Users to Add New Company Contacts

• Why: Clients wanted the flexibility to allow some users to add new Contacts into existing Companies, but not be able to add new Primary Company Contacts.
• Potential Problem: None.
• Suggestion: Review your roles to decide if any roles should no longer have the SYS | Can Add Primary Companies (RI) capability.
• During the Upgrade: Roles with the SYS | Contact Maintenance (RU) capability are automatically given the new SYS | Can Add Primary Companies (RI) capability for backward compatibility.