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

2. 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

3. Gather All the Info: From Outlook
Outlook Inbox vs. Spitfire Inbox
Forward your to your Spitfire Site
Find your site’s address from the Catalog and Attach 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)

4. 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)

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

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

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

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

9. Next Topic Workflows to Hit the Ground Running
(Quote > Win > Deliver)
April 14th – 1:00 pm EST
Review past Webinars at
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