Viewing Custom Reports

To view custom reports in the User Mode navigator:

  1. Navigate to the Company Workspace tab in Admin mode.
  2. Expand the Configuration node and select Custom Prints and Reports.
  3. From the Custom Prints and Reports log, select a custom report.
  4. From the Tasks toolbar, click Status and select Published.

To assign user permissions to view the custom report:

  1. Navigate to your project in Admin mode.
  2. Click Access Control.
  3. Expand the User Mode Access node and then expand the Reports node.
  4. Select a custom report to open it.
  5. Click Add.
  6. From the Permission Settings section, select the View check box.

See Also

Introduction to Project Controls

Downloading and Configuring Project Controls

Components of Project Controls

Administrator Mode Navigator Structure

User Mode Navigator

Setting up Project Controls

Company Logs

Project Master Data

Portfolio Manager (Capital Planning)

Information

Document Manager

Financial Transactions

Change Management (Owner Project Only)

Change Management (Contractor Project Only)

Financial Reporting

Project Design

Submittal Manager

RFI Manager

Drawing Management

Schedule Manager

Communication and Followup

Ongoing Reporting

Project Closeout

Running a User-Defined Report

Copyright



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Last Published Tuesday, March 2, 2021