Team Leaders Tab Utilities>PM Report Designer

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Overview

The PM Reports Team Leaders Tab. On this tab, team leader filters are selected.

 

Field Descriptions

Project Accountants

Description - Project accountants to include; if empty, filter is not used.

 

Project Managers

Description - Project managers to include; if empty, filter is not used.

 

Principals

Description - Project principals to include; if empty, filter is not used.

 

Projects

Description - Projects to include; if empty, filter is not used. You can also select all projects based on a Roll-up Node.

 

Clients

Description - Project clients to include; if empty, filer is not used.

 

Footer

•Print Expanded - Project Management reports use drill down and are rendered in a collapsed mode. However, when print expanded is checked, all drill downs are expanded. To view these details in a printed hard copy, check this option.
•View Data - 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 data that comprises the report will appear in a grid that can then be exported.
•Print - Renders the PM Report.
•Cancel - Cancels the action.