Initial Work Authorization Report Overview

The Work Authorization Document (WAD) report is the default report when you click the Initial Work Authorization Print button. It is configured to directly print the Initial Work Authorization. This default can be changed in the Specific Report to Run for This Workflow Type field in Workflow Type Configuration.

When you select a different workflow type to print that includes Initial Work Authorizations, clicking Print will not directly print the Initial Work Authorization. Instead, it displays the Report List dialog box.

This report is designed to print a standard workflow type. If you add columns to the workflow type, these columns will not display on the report. You will need to create a custom report and add the fields to the report. If you choose a workflow of a type that contains different information than the standard report, the report will fail. For more information about working with custom reports, see the Deltek PM Compass Custom Reports and MSQL Server Reporting Services Guide.

Filtering the Data

Click in the Report grid Selection column to display the Search dialog box that you can use to filter your report data. You can specify either specific records or criteria when you define the filter that the system uses when creating the report.

For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).

Creating a Report that Includes the Control Account Manager Field

If you have already added the Control Account Manager (CAM) field to a workflow form and you now want to create a custom Initial Work Authorization report that includes this field, see the PM Compass Custom Reports and MSQL Server Reporting Services Guide for steps.

You need Business Intelligence for Visual Studio 2013 Report Designer (known as SSDT-BI 2013 Report Designer) for this task.

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Initial Work Authorization Options dialog box which includes the following tabs:

• Use the General tab to rename a report and select workflow to display.

• Use the Layout tab to set the font, margins, orientation, page size, and other formatting options for the report.

All tabs on the Options dialog box share some common options and buttons.

Generate the Report

You can generate this report from the following areas:

• Workflows » All Workflows » Print » Select Workflow to Print » Initial Work Authorization

• Workflows » Work Authorization » Initial Work Authorization

• Reports » Workflow » Initial Work Authorization

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Review the report procedures (use, modify, edit, format, sort, and archive reports)

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