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Spitfire Project Management Training is e-learning
and delivered over the web in a live session with the instructor with
following hands-on exercises. Attendees will receive a Training Manual
for use during the session and as a reference after the session.
(6 hours presented in two 3-hour sessions)
This course is designed for the end-users and includes
training on the following topics:
- Dashboards: Home,
Project, Catalog and Executive Dashboards with filtering on
web parts
- Document Control: Various Document
Types and the how each controls the flow and requirements for the document
type
- Document Types: Common elements
across the various Document Types along with the unique elements and
functions on specific Document Types
- Special Document Types: Some Spitfire Document
Types integrate directly to accounting; this section is designed to
give you a clear understanding of that integration and affect on job
cost
- Workflow/Routing: Includes individual
routing, using pre-defined routing groups, and creating routing groups
on the fly. Also discusses role-based routing vs. named individual
routing
- Alerts: Adding Alerts to documents and selecting
individuals to receive alerts
- File Catalog: Includes adding
files to the Catalog by scanning or uploading, setting up folder hierarchy
and use of Search functions
- Reports: Selecting a report, and
setting report options along with printing or previewing the report
(4 hour session)
This course is designed for the end-users and includes
training on the following topics:
- Creating Budgets: Includes creating
a budget from scratch, importing from a spreadsheet, or copying from
another project
- Maintaining Budgets: Editing, Reviewing and Approving
Budgets
- Forecasting: Creating, Reviewing, Approving Forecasts
(8 hours presented in two 4-hour sessions)
This course is designed train the company’s
system administrator on the use of the Administration features of Spitfire
Project Management. Topics included in this session include:
- System Information : Location of the Spitfire files and databases, how to update your system. For integrated users: includes synching data with MS Dynamics SL
- Contacts/Roles/Routes: How these functions fit together:
- Contacts: Maintaining Contacts, Adding new Spitfire contacts
- Roles: Adding/deleting/modifying roles, applying conditions to roles, understanding subordinate roles.
- Routes: Creating, deleting, and modifying pre-defined Routing Groups for specific document types using named individuals or roles
- Introduction to Routing Workflow: How Workflow can automate downstream tasks
- Catalog Folders: Understanding,
creating and maintaining the File Structure for the site’s Catalog.
- CSI/Uniformat and Reference List: Maintaining
the CSI/Uniformat Codes Reference list.
- Report Folders: Maintaining the
folder structure along with security rights for those folders for reports
generated in Project Management
- Document Templates: Editing and maintaining
your Word document templates (for example, the Transmittal cover sheet).
- DocTypes: Active/Inactive DocTypes, renaming DocTypes, adding new DocTypes
- Alert Types and Alert Subscriptions: Maintaining your Alert Types
- Compliance Types: Adding and Maintaining your Compliance Types
- Code Maintenance: Building and maintaining these user-defined options for the various drop-down lists that appear on the sfDocuments
- Reference and CSI/Uniformat – Understanding the their function in the system, an how to build your Reference and CSI/Uniformat lists
- User-defined Codes : Editing
and adding options in the drop-down lists on specific Document Types
(for example, the instruction drop-down list on Transmittals).
- Introduction to Customization Documents: Hiding
and exposing fields, changing field labels, adding and hiding Tabs.
(4 hour session)
This course is designed train the company’s
system administrator on customizing Spitfire
Project Management. Topics included in this session include:
- Document Templates: Creating Document Templates, understanding how Spitfire uses bookmarks to merge data from the Spitfire document into the MS Word document, advanced bookmarks and doc template techniques
- Customization: Customizing an existing Spitfire document type and building your own by hiding and exposing fields and tabs and editing labels. Includes creating custom Document Type and using customization to edit the new DocType to your specifications
- Themes: Simple techniques for creating a custom theme for your Spitfire dashboard
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