Project Management General Reports
General reports in the Project Management module refer to reports that are available to all geographic areas.
The following table displays a list of all PM general reports, along with a description and how often you should run each report. Click on a link to get additional information on the report.
|
Title |
Description |
When Run (Typically) |
|---|---|---|
|
Displays PM Approved Change Order. |
As needed | |
|
Displays PM Approved CO Detail w/Est Profit. |
As needed | |
|
Displays PM Ball In Court by Firm/Contact. |
As needed | |
|
Displays PM Ball in Court by Type. |
As needed | |
|
Displays PM Batch Control Error List. |
As needed | |
|
Displays PM Batches. |
As needed | |
|
Displays PM Budget Codes. |
As needed | |
|
Displays PM Buy-Out Report. |
As needed | |
|
Displays PM Change Order Request - Change Order. |
As needed | |
|
Displays PM Change Order Request - Contract. |
As needed | |
|
Displays PM Change Order Request - Cost Type. |
As needed | |
|
Displays PM Change Order Request - Item. |
As needed | |
|
Displays PM Change Order Request - Phase. |
As needed | |
|
Displays PM Change Order Status Report. |
As needed | |
|
Displays PM Change Orders - Internal/External. |
As needed | |
|
Displays PM Company Parameters. |
Periodically | |
|
Displays PM Contract Analysis Drilldown. |
As needed | |
|
Displays PM Contract Change Order Form. |
As needed | |
|
Displays PM Contract Cost Comparison. |
As needed | |
|
Displays PM Contract Drilldown. |
As needed | |
|
Displays PM Contract Phases. |
As needed | |
|
Displays PM Contract Status Drilldown. |
As needed | |
|
Displays PM Daily Log by Subcontractor. |
As needed | |
|
Displays PM Daily Logs. |
As needed | |
|
Displays PM Daily Project Log. |
As needed | |
|
Displays PM Daily Project Log With Options. |
As needed | |
|
Displays PM Distribution Audit Report. |
As needed | |
|
Displays PM Document History. |
As needed | |
|
Displays PM Document Types. |
Periodically | |
|
Displays PM Drawing Log Report. |
As needed | |
|
Displays PM Firm Contacts. |
As needed | |
|
Displays PM Firms. |
As needed | |
|
Displays PM Firm Types. |
Periodically | |
|
Displays PM Import Cost Types. |
As needed | |
|
Displays PM Import Cross References. |
As needed | |
|
Displays PM Import Header Review. |
As needed | |
|
Displays PM Import Items Review. |
As needed | |
|
Displays PM Import Materials Review. |
As needed | |
|
Displays PM Import Phase / CT Review. |
As needed | |
|
Displays PM Import Subcontracts Review. |
As needed | |
|
Displays PM Import Templates. |
As needed | |
|
Displays PM Inspection Log Report. |
As needed | |
|
Displays PM Interfaced Buy Out By ACO Item Report. |
As needed | |
|
Displays PM Issues History. |
As needed | |
|
Displays PM Issues Log. |
As needed | |
|
Displays PM Job Cost and Pending Change Orders. |
As needed | |
|
Displays PM Late Submittals - 6.5. |
As needed | |
|
Displays PM Letter of Transmittal List. |
As needed | |
|
Displays PM Material Details. |
As needed | |
|
Displays PM Material Orders. |
As needed | |
|
Displays PM Matl And Sub Not Interfaced. |
As needed | |
|
Displays PM Meeting Minute History. |
As needed | |
|
Displays PM Meeting Minutes. |
As needed | |
|
Displays PM Meeting Minutes and Items. |
As needed | |
|
Displays PM MS Quotes. |
As needed | |
|
Displays PM Orig And CO Data Not Interfaced. |
As needed | |
|
Displays PM Original Contract/Cost Estimates. |
As needed | |
|
Displays PM Other Documents List. |
As needed | |
|
Displays PM Pending Change Order Form. |
As needed | |
|
Displays PM Pending Change Order History. |
As needed | |
|
Displays PM Pending Change Order Summary. |
As needed | |
|
Displays PM Pending Change Order Summary - Item. |
As needed | |
|
Displays PM Pending Change Order Types. |
As needed | |
|
Displays PM Pending Change Orders. |
As needed | |
|
Displays PM Pending Change Orders - Contract/Cost. |
As needed | |
|
Displays PM Pending Contracts List. |
As needed | |
|
Displays PM Pending COs - Contract/Cost Approved. |
As needed | |
|
Displays PM Pending Purchase Orders. |
As needed | |
|
Displays PM Pending Subcontracts. |
As needed | |
|
Displays PM Phase Submittals - 6.5. |
As needed | |
|
Displays PM PO Open End Subcontract. |
As needed | |
|
Displays PM Project Addons. |
As needed | |
|
Displays PM Project Budgets. |
As needed | |
|
Displays PM Project Cost Type Markups. |
As needed | |
|
Displays PM Project Drilldown. |
As needed | |
|
Displays PM Project Firms. |
As needed | |
|
Displays PM Project Firms And Contact Detail. |
As needed | |
|
Displays PM Project Issues. |
As needed | |
|
Displays PM Project Locations. |
As needed | |
|
Displays PM Projects. |
As needed | |
|
Displays PM Project Notes. |
As needed | |
|
Displays PM Project Original Est. by Cost Type. |
As needed | |
|
Displays PM Project Original Estimate by Phase. |
As needed | |
|
Displays PM Punch List By Item. |
As needed | |
|
Displays PM Punch List with Optional Sort. |
As needed | |
|
Displays PM Purchase Order Change Orders. |
As needed | |
|
Purchase Order Form |
As needed | |
|
Displays PM Reminder Letter. |
As needed | |
|
Displays PM Request For Information. |
As needed | |
|
Displays PM Request For Information Log. |
As needed | |
|
Displays PM Request For Quote Log. |
As needed | |
|
Displays PM Request For Quote Log 6.6. |
As needed | |
|
Displays PM Revised Estimate Report. |
As needed | |
|
Displays PM Status Codes. |
Periodically | |
|
Displays PM Sub Change Order Form by ACO. |
As needed | |
|
Displays PM Sub Change Order Form by ACO/SubCo. |
As needed | |
|
Displays PM Sub Change Order Form by SubCo. |
As needed | |
|
Displays PM Subcontract Change Orders. |
As needed | |
|
Displays PM Subcontract Change Orders - All. |
As needed | |
|
Displays PM Subcontract Detail. |
As needed | |
|
Displays PM Subcontract Items w/Change Orders. |
As needed | |
|
Displays PM Subcontracts. |
As needed | |
|
Displays PM Submittal Ball-InCourt. |
As needed | |
|
Displays PM Submittal Entry List - 6.5. |
As needed | |
|
Displays PM Submittal Entry with Items - 6.5. |
As needed | |
|
Displays PM Submittal Log - 6.5. |
As needed | |
|
Displays PM Submittal Log - Architect/Engineer - 6.5. |
As needed | |
|
Displays Submittal Register information by Activity Date. |
As needed | |
|
Displays PM Template Phases. |
Periodically | |
|
Displays PM Test Log Report. |
As needed | |
|
Displays PM Vendor Register Drilldown. |
As needed |
