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Overview
Project Management Reports are project-based reports.
Key Concepts
| • | The Original PM report cannot be modified,however, if you would like to customize the report, you can do so by copying the system version of the report make changes through the Microsoft Business Intelligence Development Studio. A link to the tool is located on the support site here. |
| • | To export the raw data of the report to Excel without including headers, footers, and grouping areas (i.e., a two-dimensional listing), click on the View Data button. The report data will appear in a grid that can then be exported. |
| • | Only data related to projects is available. The data are grouped into these five categories: |
| o | Aggregates - Aggregates are transaction data that CAN be accumulated (summed or totaled). An example is Hours Worked. While all aggregates are numeric, not all numeric's are aggregate. Bill Rate is not an aggregate because summing a bill rate is illogical. More on Aggregates |
| o | Non-Aggregates - Non-aggregates are a transaction data that CANNOT be accumulated. Examples are Employee Name or Invoice Date. More on Non-Aggregates |
| o | Project Fact - All fields that come from the Bill Terms Node (Project) are found here. Client name would be one example. |
| o | Project - Fields that can be set at any level of the WBS are found here. Labor contract amount is one example. |
| o | Project UDF - Project user-definable fields. |
| • | Up to three periods or data ranges can appear on a report. For instance, Current Hours and Project-to-Date Hours can be viewed. The periods affect the aggregate fields only. They create multiple copies of those fields in the dataset by appending a _1, _2, or _3 to the field name. |
| • | There are two types of reports - simple and intermediate. |
| o | Intermediate reports require downloading the report layout, modifying it in Microsoft Report Designer, and then uploading the layout. |
| o | Both Simple and Intermediate designs require selecting columns, configuring report parameter defaults, and setting security. |
| • | The reports that come with InFocus are preserved in a separate table from those designed by the user. Shipped reports can be copied into the user’s own custom designs. |
Customizing a Project Management Report
| • | To create a custom PM report, first select the report in the PM Report Designer applet using the list on the left part of the screen. |
| • | The Copy function is located in the toolbar menu, click Copy. |
| • | When clicked, it will prompt for a report name that must be unique. Add the name and click OK. |
| • | After copying a report, it can be downloaded (Download button located on the toolbar) to a local disk folder and modified using Microsoft Report Designer. |
Note - Knowledge of using the Microsoft BIDS tool is required. All customizations NOT completed by a Clearview technician are NOT supported by Clearview Support.
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