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View or Print Project Reports

You can view or print reports for projects linked to an opportunity, contract, or subcontract from the Manage Opportunities, Manage Contracts, or Manage Subcontracts screen.

Make sure that you have specified the parameters for viewing project reports for opportunities on the Configure Opportunity Settings screen and for contracts and subcontracts on the Configure Contract Management Settings screen before generating project reports in the CRM & Contracts domain.

To view or print a project report:

  1. On the Manage Opportunities or Manage Contracts screen, complete these steps:
    1. On the General tab, click the Projects Linked subtask.
      Note: If there are no projects linked to the opportunity or contract, no records display on this subtask and you will not be able to generate a project report.
    2. Click the row for the project for which you want to view or print a project report.

      If the linked project you are looking for is a lower-level project, and the table window displays only the top-level projects, expand the project's parent project or click Expand All to display all linked projects.

    3. On the toolbar, click the Preview Menu or Print Menu drop-down list, and select from the following options:
      • Project Status Report
      • Project Non-Labor Detail Report
      • Project Labor Summary Report
  2. On the Manage Subcontracts screen, complete these steps:
    1. On the General tab, make sure that a project is associated with the subcontract.
      Note: If the Subcontract Project ID field in the Subcontract Project Data group box is blank, you will not be able to generate a project report.
    2. On the toolbar, click the Preview Menu or Print Menu drop-down list, and select from the following options:
      • Project Status Report
      • Project Non-Labor Detail Report
      • Project Labor Summary Report

On all three screens, you cannot make any changes on the actual report parameters, but you can modify the Page Setup and Print Setup settings.

Project Status Report

By default, the Projects Linked subtask uses the following parameters from the Print Project Status Report screen for the logged-in company:

  • Project Managers group box: Option, Start, and End values
  • Sort By group box: All fields, except that Project must be the first sort
  • Level group box: Account Level __ and Below field
  • Show group box: All fields
  • Profit as Percentage of selection
  • Column group box: All columns
  • Rate Type selection

The values taken into account for the following options on the Print Project Status Report screen come from other sources:

  • Selection Ranges drop-down list: This will always be Project if the selected linked project has a classification other than Work In Process. Otherwise, the drop-down list will have WIP Project. The selection range Option for Project and WIP Project will always be One, and the Start value will be the project ID of the selected linked project.

  • Accounting Period group box: For a project linked to an opportunity, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Opportunity Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored PSR parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Opportunity Settings will be used.

    For a project linked to a contract and/or subcontract, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Contract Management Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored PSR parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Contract Management Settings will be used.

  • Project Level/Alt Project Level __ and Below field: This will always be the level of the selected linked project.

Project Labor Summary Report

By default, the Projects Linked subtask uses the following parameters from the Print Project Labor Summary Report screen for the logged-in company:

  • Collate By drop-down selection
  • Project Managers group box: Option, Start, and End values
  • Select group box: All fields, including Sort Order and Include Subtotal
  • Include group box: Lines With No Activity and Inactive Projects check box selection
  • Select Labor Category group box: Project (PLC) or General (GLC) selection

The values taken into account for the following options on the Print Project Labor Summary Report screen come from other sources:

  • Group By drop-down list: This will always be Projects.
  • Projects selection range: Option will always be One, and the Start value will be the project ID of the selected linked project.

  • Accounting Period group box: For a project linked to an opportunity, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Opportunity Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Labor Summary Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Opportunity Settings will be used.

    For a project linked to a contract and/or subcontract, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Contract Management Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Labor Summary Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Contract Management Settings will be used.

  • Project Level __ and below field: This will always be the level of the selected linked project.

Project Non-Labor Detail Report

By default, the Projects Linked subtask uses the following parameters from the Print Project Non-Labor Detail Report screen for the logged-in company:

  • Performing Organizations group box: Option, Start, and End values
  • Accounts group box: Option, Start, and End values
  • Project Managers group box: Option, Start, and End values
  • Sort By group box: 1st Sort selection
  • Transaction Sort group box: All fields
  • Include group box: Performing Organization Level __ and below and Account Level __ and below fields
  • Group Organizations group box: Project or Performing Org selection
  • Show: Transaction Description check box selection

The values taken into account for the following options on the Print Project Non-Labor Detail Report screen come from other sources:

  • Project selection range: Option will always be One, and the Start value will be the project ID of the selected linked project.

  • Accounting Periods group box: For a project linked to an opportunity, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Opportunity Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Non-Labor Detail Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Opportunity Settings will be used.

    For a project linked to a contract and/or subcontract, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Contract Management Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Non-Labor Detail Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Contract Management Settings will be used.

    Note: If Use Accounting Period Below is selected, you must run the Update Project Status Report Tables application before generating the Project Non-Labor Detail Report to get accurate results. If Update Project Status Report Tables has never been run for the project, no data will be printed on the Project Non-Labor Detail Report if you generate the report from the Manage Opportunities, Manage Contracts, or Manage Subcontracts screen.
  • Project/Alternate Project Level __ and below field: This will always be the level of the selected linked project.