Improvements

Since October 2021. See also What’s New in V2021.

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

Specific Documents/Workbooks

- Budget/Forecast/BFA
  - *When importing data via the Import Wizard in the BFA workbook, there is now the option to replace all existing BFA rows with a new import.
- Pay Application/SOV Workbook
  - *Improvements made to the way that SOV stores files means that the SOV workbook loads more quickly.
  - *You can choose whether or not you want to be prompted to save a local copy of PAPT output when selecting the Create PDF option on the Print form. See the SOVConfig rule below.
- Period Distribution/ PD Workbook
  - Improvements made to the way that Period Distribution stores files means that the PD workbook loads more quickly.
  - There is now greater visibility relating to the information being presented on the PD workbook:
    - A clear snapshot date
    - If the last reporting is prior to the current year
    - The number of Working Periods being reported
    - Month/year of the last period
    - Month/year of the current period
    - Last activity date
  - Three additional reporting views are available on the workbook.
  - A new Select to-be-distributed option makes for an easier initial distribution of EAC amounts (when used with the Show All/Undistributed Rows and then Remainder Only options).
  - You can relabel Revenue as Billing through a BudgetConfig rule (see below).
Manage Dashboard/Tools
- (see also Reports below)
- Predefined Routes
  - *Spitfire now supports two more alias roles on predefined routes: Project Responsible Contact (the person in the Project Setup’s Responsible field) and Project Approver Contact (the person in the Project Setup’s Owner Approver field).
- Templates Tool and Bookmark Templates
  - *The Templates tool now has a File Type filter so you can search for Excel-based templates, Word-based templates, and XML files more easily.
  - *Bi-directional templates can now include an Inclusions tab for the adding and editing of items on the document’s Incl/Excl tab. This tab may be particularly helpful for Commitments.
  - *ToSpitfire_AutoPrintArea and ToSpitfire_AutoPrintAreaPad on bi-directional templates can be used to set the area on the ToSpitfire tab to be printed.
  - *Bi-directional templates now support the specification of a sort column for export purposes by use of the defined name zRawItems_sort.
System Admin Dashboard/Tools
- (see also Workflow Script Commands, Role Capabilities and Rules below)
- Mask Maintenance Tool
  - Masks for Project IDs (Project) and Cost Codes (Task) can now indicate Year as the Mask Type for a segment. This segment will autofill as the current year (in lengths of 2,3, or 4) and can be overridden.
Workflow Script Commands
- - ATC: INVOKE is a new command that is similar to ATC: CALL, but runs the script with elevated “system-level” permissions.
  - ATC: SEQ now allows ANY as a route option to mean Pending Any.
  - ATC: QUERY command now sets the variable $$RowCount to hold the number of rows returned, when the query is run.
  - The PASTSEQ condition, available for certain ATC commands (see KBA-01783), now accepts a $Variable.
Rules
- BudgetConfig
  - LimitToBudget:CostingMethod is a new rule that lets you indicate whether Cost Codes should be limited to the existing EAC budget when a document’s Post To buckets are all zero.
  - PeriodRevenueLabel is a new rule that allows Revenue to be relabeled Billing in Period Distribution.
- DocTypeConfig
  - The AllowUnapprove rule now allows users with the DOC | Can set document status to Approved capability to also reverse Completed documents back to the status that the document had prior to Completion.
- EmailText
  - ATCSenderName is a new rule that allows you to specify the name for outbound emails without Sender Aliasing. The default is Project Management.
- FileTypeConfig
  - WXFileClass is a new rule that allows you to specify a Webix file class for use in the Power UX Catalog.
- SOVConfig
  - *PAPTLocalCopy is a new rule that allows you to indicate that you do not want Spitfire to ask you where to save a local copy of the PAPT output.
Reports
- The new Commitment Balance by Line Report, available from the Report Browser, lists the units and amounts on Commitments and what has been paid vs. what is outstanding.