1. What Our Clients Do With Spitfire!
Client Webinar Series
Time to Reach New Heights
What Our Clients Do With Spitfire!
November 9, 2017

2. Presented by Dorothy McGovern
Budget Bypass Doc
Presented by Dorothy McGovern
Problem: Users out in the field using Spitfire in Chrome could not add or edit the budget.
Solution: Use the new Budget Bypass doc type available in V2017 to edit the budget without opening the BFA workbook.

3. Presented by Chelsea Schmieg at Codell Construction Co.
Closeout Document
Presented by Chelsea Schmieg at Codell Construction Co.
Problem: Manually preparing Closeout docs for Bid Packages, which involved generating files from templates one at a time, was time consuming.
Solution: Use a system-generated Closeout document for each Bid Package that creates all files from templates automatically.
Codell Construction Company specializes as Construction Manager on public and government buildings. They occasionally also contract as Construction Manager-At-Risk or General Contractor

4. Rate-based Commitments
Presented by Jay Jackson at Tharp Plumbing Systems Inc.
Problem: We needed to enter Commitments for open-ended purchases of services or materials based only on a rate
Solution: Set up Commitments with Rate-only Items.
Tharp Plumbing Systems Inc. is a commercial plumbing company.

5. Presented by Jay Jackson at Tharp Plumbing Systems Inc.
Custom Reports
Presented by Jay Jackson at Tharp Plumbing Systems Inc.
Problem: Standard reports did not consolidate information the way we wanted.
Solution: Create custom reports to provide the information we were used to seeing.
Tharp Plumbing Systems Inc. is a commercial plumbing company.

6. Revise/Resubmit Button
Presented by David Moody at UC Davis
Problem: GCs would submit RFIs to the PMs, who would close the RFI when they responded. GCs needed a way to continue the conversation.
Solution: Set up a button that allows GCs to create RFI revisions with a single click.
UC Davis is part of the University of California

7. Capability-based UI Configuration
Presented by Michelle Davis at UC Davis
Problem: We had fields on a Doc type that we did not want everyone to be able to see, and we had some fields that we wanted as read-only for some and read/edit for others.
Solution: Use capability-based configurations to hide the fields for some users, allow some users to read the field and allow others to edit the field.
UC Davis is part of the University of California

8. Context-based UI Configuration
Presented by Michelle Davis at UC Davis
Problem: When we showed all fields on our Commitment, users would try to fill them all in even though some didn’t apply to the selected subtype.
Solution: Use context-based configurations to display fields on the document based on the selected subtype.
UC Davis is part of the University of California

9. Presented by Dennis Stroud
Bonus: BFA Alerts
Presented by Dennis Stroud
Problem: We needed to quickly see the margin impact of Change Orders or Budget revisions.
Solution: Set up project margin alerts in the BFA workbook.

10. Look Ma, No Hands: Automated Processes
Next Topics
Look Ma, No Hands: Automated Processes
December 14
1:00 pm EST