Report 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. - Use the Advanced Search to Find Exported Contract Management Data
You can search for contract management data that has been exported to SQL using the SQL Export Utility. When you search for contract management data, you can specify one or more search criteria to limit your search.
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