Contract Details Report

The Contract Details report provides a report of estimates and basic project information for contracts.

Print the report when you require a printed record of contract and project details. For example, you might print reports of the estimates you submit to your customer, the contracts and projects that have been approved, or contracts that have been completed.

All the projects in a contract are grouped and subtotaled by currency, in a multicurrency system.

The customer number for each project is also printed, so that you can distinguish between the project customer and the contract customer.

You can choose the level of detail to report. For instance, on a report for a completed contract, you might not want to include category estimates.

For each contract number you include in the selected range, the report lists details for projects at the contract level you specify.

To print the contract details report:

1. Choose the Contract Details icon from the PJC Analytical Reports folder.

2. Specify report options using the following fields:

3. Contract From/ToEnter the range of contracts to include on the report.

4. Project From/ToEnter the range of projects to include on the report.

5. Category From/ToEnter the range of categories to include on the report.

6. Customer Number To/FromEnter the range of customers for whom you want to print contract details.

7. Contract Start Date To/From

   To restrict the report to contracts whose start dates fall within a certain range, specify the range of start dates.

   If you do not specify a range, the program will include contracts regardless of the start date.

8. Project Start Date From/To

   To restrict the report to projects whose start dates fall within a certain range, specify the range of project start dates.

   If you do not specify a range, the program will include projects regardless of the start date.

9. Contract StatusTo limit the report to contracts with a certain status, specify that status in this field. If you select All, the program will include contracts regardless of their status.

10. Project StatusTo restrict the report to projects with a certain status, specify that status in this field. If you select All, the program will include projects regardless of their status.

11. Include options

    You determine the level of detail to include on the report by selecting — or deselecting — the options in this section.

    Note that if you select:

    • Tax Details, the report prints the tax details for each project and category.

    • Resources, the report prints (for standard projects) details for each resource.

    If you do not select this option, you will not be able to include details for resource categories.

    If you use optional fields, select the option Include Optional Fields to include contract optional field information, as well as optional fields used with its projects, categories, and resources.

3. Click Print.

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