Reporting on Contract Items
A number of reporting options are available to help you to manage contractual information for a project. A basic report provides a summary for multiple contract types, and a more detailed report is available if you want to report on a single contract type. You can also create a live Excel report for all contract items for a single project, which you can update at any time with current live data. You can also print contract items.
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- Print a Contract Item
You can create a printable Word document for a contract item. This includes all information about an item, including all responses from recipients. - Create a Detailed Report for a Single Item Type
You can generate a detailed report for a single contract management item type for a project. For example, you can report on all RFIs for a project. Detailed reports provide additional information that is not included when you report across multiple item types. After you generate a report, you can export it to Microsoft Word. - Create a Summary Report for Multiple Item Types
You can generate a basic summary report for a mix of contract management items for a project. After you generate a report, you can export it to Microsoft Word. - Create an Excel Report with a Data Connection
You can create an Excel report for a project with a data connection to the PIM database. This allows you to update the report at any time with current data. All contract items for a project are included in the report, except for draft items, and items awaiting approval.
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