Projects

Form ID: (PM631000)

Note: This report is available only if the Projects group of features is enabled on the Enable/Disable Features (CS100000) form.

This report lists either all the projects, grouped by customer, or only the projects for the customer or project manager that you select. The projects are listed along with each project's description, project manager, customer, status, start date, and end date.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, use the following parameter to select the information to be displayed on the report:

  • Customer: The customer whose projects you want to view. If you leave this box empty, the report will include all the projects in the system, grouped by customer.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Project Manager: The project manager for which you want to view information. You can select a project manager to view the projects assigned to this project manager, or leave the box blank to view the list of all projects in the system.
  • Show Active Projects Only: A check box that you select to include only the active projects and their details in the report.