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Create a UDR template

These procedures are applicable for report templates or for manually creating a new UDR in User Mode.

To create a UDR template

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click one of the following in the left Navigator:
• Templates > Reports
• Templates > Project (Standard)> All > [project template] > Reports > User-Defined
• Templates > Shells > [shell type] > [shell template] > Reports > User-Defined
3 Click the New button. The Create a New Report window opens.
4 Fill in the fields using the information in the table.

 

In this field:

Do this:

Data Type

Select from the list. The Data Type list includes all available business processes (for example, base contracts), predefined data types (e.g., project users), modules (for example, Document Manager), data views in Published status (listed in alpha order, project/shell-level requires project_id in query), and may also include custom data types.

Element

If you chose a business process or Primavera uDesigner BP-driven feature (such as funding, schedule of values, project information) as the data type, the Element drop-down list becomes available. Select one of the following options as available for your data type choice:

• All Fields: Makes all fields on the BP available for the report.
• General (Header) Fields: Only the BP header fields will be available, which provides a less detailed report.
• Custom Defined: This is automatically selected for uDesigner-created BPs and related functions. This enables all the custom data element fields on the BPs to be available for the report.

Report Type

Choose a report type.
5 Click OK. The Edit Report window opens. This window has multiple tabs for defining the report layout and content. The actual tabs that display will depend on the type of report you are creating. These tabs are:
• General tab: In this tab, you enter the report name, the title that displays on the report at runtime, and define general settings, such as enabling it for integration, and setting a default time zone to use where time stamps appear on the report.
• Data Elements tab: Allows you to specify the data elements on which to report, and which will appear as columns on the report at runtime. The Data Elements tab differs with each report type. In addition, the data elements that are available to be added to the report depend on the data type chosen during report creation. The data elements can include business process fields, columns in cost, funding, SOV, and schedule sheets, project data such as project name, status, user name, etc.
• Query tab: Defines query parameters to input at report runtime.
• Layout tab: Allows you to customize the layout and presentation of the report. If you do not define layout parameters, a default layout will be used. The Layout tab differs with each report type.
• Projects/ Shells tab: This tab appears only in program-level and company-level reports. It displays which projects or shells will be included in the report.
• Shells tab: This tab appears only in shell-level reports. It displays which shells can be included in the report.
• Permission tab: Enables the report owner to grant permission to other users to run or edit the report. This tab is available only in User Mode and not in the report template.
• Schedule tab: Allows the report owner to schedule and configure automatic report generation and optionally save or e-mail the results.
6 Complete the tabs in the Edit Report window as described in the following sections and click OK.

 

 

 

 

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