This chapter contains these topics:
You can print a variety of reports in the Change Management system.
From Change Management Reports (G53129), choose Change Request Index
The Change Request Index report includes identifying information for the change requests you select. The system stores the information in the Change Request Master (F5301) and Change Request Detail Description (F53015) tables. If you set the Format Selection processing option to print amounts, the system retrieves those amounts from the Change Request Set Up File table (F5302).
From Change Management Reports (G53129), under the Change Request Reports heading choose Change Request Summary
The Change Request Summary report lists summary information for the change requests you select including:
Information you enter on Change Request Revisions and Change Request Details
Information about documents and activities for change requests
The system stores this information in the following tables:
Figure 11-2 Print Summary - Single Change Request Report
From Change Management Reports (G53129), choose Change Request Detail
The Change Request Detail report lists the detail information for the change requests that you select. It displays the following:
The system stores this information in the Change Request Set Up File table (F5302).
From Change Management Reports (G53129), choose Log Report with Update
The Log Report with Update report lists information about documents and activities for the Change Management, Subcontract Management, and Contract Billing systems.
The system bases this report on data in the Log Master table (F4303), which the Change Management, Subcontract Management, and Contract Billing systems share.
From Change Management Reports (G53129), under the New Change Request Reports heading choose Change Request Summary
The Change Request Summary report lists summary information for the change requests that you select. It displays change requests by job in either ascending or descending order, depending upon the version you select. It also displays planned change orders, change order numbers, and statuses for the change requests.
Use the processing options control whether:
Original, quote, final, or best amounts display for cost, revenue, and buyouts
Change request header text displays
The system stores the information in the following tables:
Figure 11-5 Change Management Summary Print
From Change Management Reports (G53129), choose Details by Account
The Details by Account report lists original, quoted, and final amounts for each account on a change request. It also lists the best revenue and buyout amounts for the change request.
How you set the processing option controls whether the text from the change request header displays.
The system stores the information in the following tables:
Planned Change Order Master (F5304)
Figure 11-6 Change Request Details by Account Report, partial page
Figure 11-7 Change Request Details by Account Report, right side
From Change Management Reports (G53129), choose Details with Contract Data
The Details with Contract Data report lists the original, quoted, and final amounts for change requests associated with contracts in Subcontract Management or Contract Billing. It includes the contract number and all accounts on each change request.
Figure 11-8 Details with Contract Data Report
From Change Management Reports (G53129), choose Job PCO Summary
The Job PCO Summary report lists original and quoted total amounts for cost, revenue, and buyouts for each change request associated with planned change order.
The system stores the information in the following tables:
From Change Management Reports (G53129), choose Job PCO Detail
The Job PCO Detail report lists original and quoted amounts for cost, revenue, and buyout for each account on the change requests associated with the planned change orders you select.
The system stores the information in the following tables:
Figure 11-10 Job PCO Detail Report, partial page
Figure 11-11 Job PCO Detail Report, right side
From Change Management Reports (G53129), choose Job Planned Change Orders
The Job Planned Change Orders report lists the quoted and approved cost, revenue, and buyouts amounts for each planned change order for jobs you select. Information displays in either ascending or descending order by planned change order or by the requested date, depending on the version you select.
The system stores the information in the following tables:
Figure 11-12 Job Planned Change Orders Report
Figure 11-13 Job Planned Change Orders Report, right side
From Change Management Reports (G53129), choose Job CO Summary
The Job CO Summary report lists the planned change order approved, quoted, and final total amounts for cost, revenue, and buyouts. The system sorts the information by change order and then planned change order.
The system stores the information in the following tables:
Figure 11-14 Job CO Summary Report, partial page
Figure 11-15 Job CO Summary Report, right side
From Change Management Reports (G53129), choose Job CO Details
The Job CO Details report lists the planned change order approved, quoted, and final total amounts for cost, revenue, and buyouts. The system displays detail information for change requests.
The system stores the information in the following tables:
Figure 11-16 Job CO Details Report, partial page
Figure 11-17 Job CO Details Report, right side
From Change Management Reports (G53129), choose Job Change Orders
The Job Change Orders report lists the quoted and final total amounts and approved amounts for cost, revenue, and buyouts by change order. Information displays in either ascending or descending order by change order or by the requested date, depending on the version you select.
The system stores the information in the following tables:
Figure 11-18 Job Change Order List Report, partial page
Figure 11-19 Job Change Order List Report, right side