Time to Reach New Heights Client Webinar Series Time to Reach New Heights Why Forecasting March 10, 2016

Enhance the User Experience Agenda Enhance the User Experience Gather all the Info Outlook Inbox vs. Spitfire Inbox Keep Tracking of Budget vs Actuals (Transaction Detail for Date Range) Looking Forward with Forecasting (Giving your Project a Monthly Health Check) Target Task with Scope Creep Is it (Task) Done yet? % Spent  vs. % Complete Managing Changes/Potential Changes

Gather All the Info: From Outlook Outlook Inbox vs. Spitfire Inbox Forward your email to your Spitfire Site Find your site’s email address from the Catalog and Attach Email icon on any Document’s Attachment tab On the Subject Line Include: Project ID Doc Type (creates new doc) Or Doc Type and Doc No (attaches to existing doc)

Gather All the Info: Tracking Actuals Keep Tracking of Budget vs Actuals (Transaction Detail for Date Range) Cost Code = % Account Category = blank Date Range = Last week (or 2 weeks, or month)

Monthly Health Check Check for Scope Creep Tasks/Cost Codes that are closing in on Current Budget How close to completion? Costs outpacing Budget?

Monthly Health Check Is it Done Yet Check Last Posted Date Check BFA Notes Check BFA Tracking Notes

Monthly Health Check % Spent vs. % Complete % Spend (Actual + Committed / Current Budget) % Spent = % Complete unless… you enter Declared % Complete

Monthly Health Check Managing Changes/Potential Changes Review Proposed Change Orders Review Change Orders Review Commitment Change Orders Review Pending Commitments

Next Topic Workflows to Hit the Ground Running (Quote > Win > Deliver) April 14th – 1:00 pm EST Review past Webinars at http://support.spitfirepm.com Have a topic you’d like included in an upcoming Webinar? Send your suggestion to dmcgovern@spitfiremanagement.com