PM Ball In Court by Firm/Contact
You can use the PM Ball In Court by Firm/Contact report to show all open items for Transmittals, Requests for Information, Submittals, Other Documents and Requests for Quotes sorted by Firm and Contact by selecting .
This report shows all open items for Transmittals, Requests for Information, Submittals, Other Documents and Requests for Quotes sorted by Firm and Contact. The Project parameter is required and the Date parameter is used to calculate days overdue. Items marked as 'Final' will not be included at all. The report also has an option to print Pending Change Order Items. When answering "Y" for the Include Future Due Dates input, the report will include items with due dates later than the inputted Date parameter.
|
Report Parameters |
Description |
|---|---|
|
Company |
Accept the default, or press F4 to select a company. |
|
Project (Required) |
Select the Field Lookup button or press F4 to select the project. |
|
Date |
Enter date. |
|
Beginning Firm Sort Name |
Click the Field Lookup button or press F4 to select the beginning firm sort name. |
|
Ending Firm Sort Name |
Click the Field Lookup button or press F4 to select the ending firm sort name. |
|
Beginning Contact |
Press F4 to select the beginning contract for sorting. |
|
Ending Contact |
Press F4 to select the ending contract for sorting. |
|
Page by Contact? |
checkbox for page break for each contact. |
|
Include Pending Change Order Items? |
checkbox to include pending change order items. |
|
Include Future Due Dates? |
checkbox to include items with future due dates. |
|
Include Letter of Transmittals? |
checkbox to include letter of transmittals. |
