11 Print Reports

This chapter contains these topics:

You can print a variety of reports in the Change Management system.

11.1 Printing Change Request Index

Navigation

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).

Figure 11-1 Change Request Index Report

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Description of "Figure 11-1 Change Request Index Report"

11.1.1 Processing Options

See Section 17.1, "Change Request Index (P53400)"

11.2 Printing Change Request Summary

Navigation

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:

  • Change Request Master (F5301)

  • Change Request Set Up File (F5302)

  • Log Master (F4303)

  • Change Request Text (F53015)

Figure 11-2 Print Summary - Single Change Request Report

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Description of "Figure 11-2 Print Summary - Single Change Request Report"

11.3 Printing Change Request Detail

Navigation

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:

  • Change request

  • Requote

  • Cost, revenue, and buyout amounts

  • Account information for each line item of the change request

The system stores this information in the Change Request Set Up File table (F5302).

Figure 11-3 Change Request Detail Report

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Description of "Figure 11-3 Change Request Detail Report"

11.4 Printing Log Report with Update

Navigation

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.

Figure 11-4 Contract Log Report

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Description of "Figure 11-4 Contract Log Report"

11.4.1 Processing Options

See Section 17.2, "Log Report with Update (P44300)"

11.4.2 Data Selection

Ensure the data selection you choose matches the setting in the Project Management View processing option. For example, if you set the processing option to the Change Management view, then choose Change Request rather than Contract Number in the data selection.

11.5 Printing Change Request Summary

Navigation

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:

  • Change Request Master (F5301)

  • Change Request Detail Description (F53015)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-5 Change Management Summary Print

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Description of "Figure 11-5 Change Management Summary Print"

11.6 Printing Details by Account

Navigation

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:

  • Change Request Master (F5301)

  • Change Request Set Up File (F5302)

  • Change Request Detail Description (F53015)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-6 Change Request Details by Account Report, partial page

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Description of "Figure 11-6 Change Request Details by Account Report, partial page"

Figure 11-7 Change Request Details by Account Report, right side

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Description of "Figure 11-7 Change Request Details by Account Report, right side"

11.7 Printing Details with Contract Data

Navigation

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

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Description of "Figure 11-8 Details with Contract Data Report"

11.8 Printing Job PCO Summary

Navigation

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:

  • Change Request Master (F5301)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-9 Job PCO Summary Report

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Description of "Figure 11-9 Job PCO Summary Report"

11.9 Printing Job PCO Detail

Navigation

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:

  • Change Request Master (F5301)

  • Change Request Set Up File (F5302)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-10 Job PCO Detail Report, partial page

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Description of "Figure 11-10 Job PCO Detail Report, partial page"

Figure 11-11 Job PCO Detail Report, right side

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Description of "Figure 11-11 Job PCO Detail Report, right side"

11.10 Printing Job Planned Change Orders

Navigation

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:

  • Change Request Master (F5301)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-12 Job Planned Change Orders Report

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Description of "Figure 11-12 Job Planned Change Orders Report"

Figure 11-13 Job Planned Change Orders Report, right side

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Description of "Figure 11-13 Job Planned Change Orders Report, right side"

11.11 Printing Job CO Summary

Navigation

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:

  • Change Request Master (F5301)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-14 Job CO Summary Report, partial page

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Description of "Figure 11-14 Job CO Summary Report, partial page"

Figure 11-15 Job CO Summary Report, right side

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Description of "Figure 11-15 Job CO Summary Report, right side"

11.12 Printing Job CO Details

Navigation

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:

  • Change Request Master (F5301)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-16 Job CO Details Report, partial page

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Description of "Figure 11-16 Job CO Details Report, partial page"

Figure 11-17 Job CO Details Report, right side

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Description of "Figure 11-17 Job CO Details Report, right side"

11.13 Printing Job Change Orders

Navigation

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:

  • Change Request Master (F5301)

  • Planned Change Order Master (F5304)

  • Change Order Master (F5305)

Figure 11-18 Job Change Order List Report, partial page

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Description of "Figure 11-18 Job Change Order List Report, partial page"

Figure 11-19 Job Change Order List Report, right side

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Description of "Figure 11-19 Job Change Order List Report, right side"