Use the Bonding Report screen to create a report of work in progress for projects for a selected date range. This report can be used by management as well as external entities, such as bonding companies, to determine the financial health of projects.

An asterisk (*) is shown next to cost to complete amounts that are affected by entries made in Update Work In Progress. You can print or save this report.

To open the Bonding Report screen, click Projects > Reports > Bonding Report in the All Tasks pane.

You can control the output of the Bonding 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.

• Period Start Date - Enter the start date for the report, click to select the date from a date picker, or click to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.

• Period End Date - Enter the end date for the report, click to select the date from a date picker, or click to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula.

• Exclude Projects Completed Through: Click to select the date through which to exclude completed projects.

• 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.

• Project Status: Click to select the project status for the report. Select Both to show both active and inactive projects in the report.

• Project Classification: Click to select one or more project classifications for the report. If no classifications are selected, all classifications appear in the report.

• Project Manager: Click to select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.

• Customer: Click to select one or more customers for the report. If no customers are selected, all customers appear in the report.

• Exclude Projects with Contracts: Enter a contract amount below which projects should be excluded from the report. Enter 0 to include all projects in the report.

• Summarize Projects with Contracts: Enter a contract amount below which projects are summarized in the report. A single summary line is shown in the report for all projects that fall below this amount, including projects below the Exclude Projects with Contracts < amount.

• Transactions To Include: Select Posted to show only posted transactions in the report. Select Posted and Pending to show both posted and pending transactions in the report. Select Posted, Pending and Committed to show all transactions in the report.

• Include Pending COs in Contract Amount: Select the checkbox to include amounts from pending change orders in the calculated contract value. This affects the Contract Amount, Earned Revenue, Percent Billed, Over/Under Billed, and Unbilled Contract Amount. Deselect the checkbox to include only amounts from approved change orders in the report.

• Consolidate Sub Projects and Master Project: Select the checkbox to show the sum of cost codes across master and subprojects, when the cost codes match. Deselect the checkbox to show subproject details.

• Sort By: Select Project Manager to sort the report by project manager. Select Division to sort the report by division. Select Project to sort the report by project. Select Contract Amount to sort the report by contract amount from highest to lowest.

• Round Values to Whole Dollars: Select No to show all dollar amounts in the report without rounding. Select Yes to round all dollar amounts in the report to the nearest dollar.

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