Change Management Record Summary screen

Use the Change Management Record Summary screen to create a summary report of costs for change management records by project. This report displays the Intercompany Setup screen for transactions. You can print or save this report.

For more information on running the report, see Run and Print Reports.

Note: To open the Change Management Record Summary screen, click Projects > Reports > Change Management Record Summary in the All Tasks pane.

You can control the output of the Change Management Record Summary report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

  • Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.

  • Change Management Record - Click to select one or more change management records for the report. If no change management records are selected, all change management records appear in the report.

  • CMR Type Category - Click to select the CMR type category for the report. Select All to include potential change orders, change order requests, and internal change orders in the report.

  • CMR Type - Click to select one or more CMR types for the report. If no CMR types are selected, all CMR types appear in the report.

  • CMR Stage - Click to select one or more CMR stages for the report. If no CMR stages are selected, all CMR stages appear in the report.

  • Owner Change Order - Click to select one or more owner change orders for the report. If no owner change orders are selected, all owner change orders appear in the report.

  • Owner CO Type - Click to select one or more owner change order types for the report. If no owner change order types are selected, all owner change order types appear in the report.

  • Owner CO Status - Click to select one or more owner change order statuses for the report. If no owner change order statuses are selected, all owner change order statuses appear in the report.

  • Owner CO Stage - Click to select one or more owner change order stages for the report. If no owner change order stages are selected, all owner change order stages appear in the report.

  • Exclude Internal and Owner Change Orders - Select the checkbox to exclude internal CMRs and owner change orders from the report. Deselect the checkbox to include internal CMRs and owner change orders in the report.