1. 5 Advantages to Using a Template Project
Client Webinar Series
Time to Reach New Heights
5 Advantages to Using a Template Project
May 12, 2016

2. Agenda Five Advantages
Add documents to your new project for a quick start up
Automatically add files to your new documents at creation
Copy a Budget
Create a new document when a milestone is achieved
Quickly and efficiently populate the Incl/Excl tab

3. Add Documents to Your New Project for a Quick Startup
Use a Workflow Script triggered by a Route to Spitfire (see below) or from a Trigger (next slide) on your Project Setup document.
Workflow Script for a Route
ATC: COPY 6b95e9a1-7f5b-4c4b-af3a-c816cf5f645a XX ; with Attachments Items Due 2 AutoAccepted ATC: COPY 70289d0c-bf43-4daf-b67a-e23b59ae1f41 * NEW;
Workflow Script with translation in Blue Font
ATC: COPY 6b95e9a1-7f5b-4c4b-af3a-c816cf5f645a XX ; with Attachments Items Due 2 AutoAccepted
Copy this Doc Type from Project DocNumber; with the Attachments and the Items make it due in 2 days and set SEQ 1 Routee as Responded
ATC: COPY 70289d0c-bf43-4daf-b67a-e23b59ae1f41 * NEW;
Use this Doc Type to create a new document of this Doc Type on this Project
Alphanumeric string in Red Font is a GUID (Global Unique ID)

4. Add Documents to Your New Project for a Quick Startup
Use a Workflow Script triggered by a Route to Spitfire (see previous slide) or from a Trigger (this slide) on your Project Setup document.
Workflow Script for Workflow Library
ATC: IF Subtype ISCHANGING
     ATC: COPY 6b95e9a1-7f5b-4c4b-af3a-c816cf5f645a XX ; with Attachments Items Due 2 AutoAccepted
      ATC: COPY 70289d0c-bf43-4daf-b67a-e23b59ae1f41 * NEW;
ATC: ENDIF
Workflow Script with translation in Blue Font
ATC: IF Subtype ISCHANGING
If the Subtype field is changed (from blank to your selected option is a change)
ATC: COPY 6b95e9a1-7f5b-4c4b-af3a-c816cf5f645a XX ; with Attachments Items Due 2 AutoAccepted
Copy this Doc Type from Project DocNumber; with the Attachments and the Items make it due in 2 days and set SEQ 1 Routee as Responded
ATC: COPY 70289d0c-bf43-4daf-b67a-e23b59ae1f41 * NEW;
Use this Doc Type to create a new document of this Doc Type on this Project
ACT: ENDIF
ACT: DONE - if the subtype field didn’t change – do nothing.

5. Add Documents to Your New Project for a Quick Startup
Considerations
Workflow on a Route vs Workflow Scripts Library
Both use ATC commands
Both are powerful
Workflow Scripts Library
If you need to make a change, you can make it in one location
Can be triggered by Document Events and evaluated at different saves (e.g.: First Save, Normal Save, Newly Approved Save, etc.
Route
Triggered by the route to Spitfire
Good since the route controls when the action will take place
Bad since the route is dependent upon users to always send their routes forward
Workflow script is part of the route detail –if the script in the route changes only new routes will be affected. All existing routes will continue to use the workflow in place when the route was created.

6. Finding GUIDS (Global Unique ID)
Doc Type GUID
System Admin | Doc Types
Document GUID
DataPK on the WCC Info on the Document
Double-Click on the Footer near the Powered by Spitfire logo

7. Automatically Add Files to your New Documents at Creation
Rule Maintenance | DocTypeConfig rule group
AutoAttachFromDoc
AutoAttachFromDoc:% (substitute your Subtype Code value for the % for example: PO for Purchase Order)
Both of these Rules attach all their attachments to the selected DocType in the Filter column
In the Results column add the GUID of the Document that is the source of the attachments

8. Copy a Budget
A Basic Budget for your projects is a quick way to add cost codes with basic amounts for your smaller projects – or for any projects that you have that may be repetitive.
Add a basic budget in your Template job
On your new project, in BFA choose Copy a Budget
Select your Template Project
In the Select Import Rows box:
Select Rows
Select Budget Source Original for Template Job
Could be Original, EAC, Actual or FAC if you selected a working project
Increase Amount by a Multiplier to account for location or schedule
Click Insert

9. Create a New Document When a Milestone is Achieved
This one started out as a Template Job document to copy, but I switched it to a Workflow Script
In the Workflow Script
SECTION is the field in the Daily Field report that is changed when a day is lost
WITH LINK – adds a link on each document’s Attachment tab
SET DocDate = * The * indicates to set it to the Value in the Source document (in this case the Daily Field Report)
Workflow Script
(triggered by Normal Save on Daily Field Report)
ATC:IF SECTION ISCHANGING
ATC: Copy ed9def02-0a14-4d39-9cff-a888a * NEW; WITH LINK
ATC: SET DocDate = *
ATC: SET Title = Weather Delay [Fd_DocHeader_DocDate]
    ATC: SET Subtype = WD
ATC: SET Status = C
ATC: SAVE
ATC: ENDIF

10. Quickly and Efficiently Populate the Incl/Excl Tab
AutoAttachIXFilter works with the AutoAttachFromDoc rule
AutoAttachFromDoc tells the AutoAttachIXFilter rule which Document to use as the source for the Incl/Excl line items
In the screen shot below – new Vendor Commitments will copy both the Attachments (AutoAttachFromDoc) and the Incl/Excl line items from the same Document in your Template job

11. Quickly and Efficiently Populate the Incl/Excl Tab
This Example Copies Include/Exclude items from a Commitment document in Template Job
Notice that the Consultant Agreement and the Prime Contractor have different Include/Exclude line items

12. Quickly and Efficiently Populate the Incl/Excl Tab
By using the Context column in UI Configuration, the label and Visibility can be set for each Doc Type/Subtype combination.

13. Next Topic Routing = Communication + Accountability
Thursday June 9thth – 1:00 pm EST
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