Data views and standard log reports for prime invoices
- Go to Reports.
- Select Project Specific Reports from the Report Category dropdown.
-
Select Prime Invoices from the Report Sub-Category dropdown.
-
Select either Single Project Reports or Multi-Project Reports and select one or more relevant projects.
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Select the appropriate report in the Standard Reports tab.
Alternatively, you can access the reports using one of the following options on the Project Home page:
- Select Prime Invoices in the Client Contract Admin section and select Reports on the Prime Invoices page.
- Select Client Contract Admin Overview in the Client Contract Admin section and select the reports icon (
) in the Prime Invoices row of the Stats section.
Primary data views
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_PrimeContractInfo
- vw_PrimeContractInfoSimple
- vw_PrimeInvoiceInfo
- vw_PrimeInvoiceInfoFinancialSummary
- vw_PrimeInvoiceItemsCostPlus
- vw_PrimeInvoiceItemsFLS
- vw_PrimeInvoiceItemsFLSHistory
- vw_PrimeInvoiceItemsUnitPrice
- vw_PrimeInvoiceItemsUnitPriceHistory
- vw_PrimeInvoiceJCCSummary
Optional data views
- vw_PrimeInvoiceCostPlusPreBillingDetails
- vw_PrimeInvoiceCostPlusPreBillingSummary
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
- vw_JobCostCodes
- vw_PrimeContractItemsFLSCostPlusGMP
- vw_PrimeContractItemsUnitPrice
- vw_ChangeOrderInfo
- vw_ChangeOrderInfoSimple
- vw_ChangeOrderItems
- vw_WorkOrderInfo
- vw_WorkOrderInfoSimple
Single project standard log reports for prime invoices
| Report name | Filter parameters |
|---|---|
| Cost Plus - Billed Items by Contract, Cost Code and Company | ProjectId, PrimeContractId, JCCId, Company, TransactionType |
| Cost Plus - Billed Items by Contract, Transaction Type and Company | ProjectId, PrimeContractId, TransactionType, Company, JCCId |
| Cost Plus - Prime Invoice Summary by Contract, Status and Transaction Type | ProjectId, PrimeContractId, PrimeInvStatus |
| Cost Plus - Unbilled Items by Contract, Cost Code and Company | ProjectId, BillableStatus, PrimeContractId, TransactionType, Company |
| Cost Plus - Unbilled Items by Contract, Transaction Type and Company | ProjectId, BillableStatus, PrimeContractId, TransactionType, Company |
| Cost Plus - Unbilled Summary by Contract and Transaction Type | ProjectId, BillableStatus, PrimeContractId, TransactionType, Company |
| Fixed Lump Sum - Prime Contract Item Invoice History | ProjectId, PrimeContractId, JCCId, PrimeContractItemId, COId |
| Prime Invoice Details by Contract, Division and Cost Code | ProjectId, PrimeContractId, PrimeInvStatus, JCCDivision |
| Prime Invoice Details by Contract, Status and Owner Code | ProjectId, PrimeContractId, PrimeInvStatus, OwnerCostCodeId |
| Prime Invoices Details by Contract, Status and Cost Code | ProjectId, PrimeContractId, PrimeInvStatus, JCCId |
| Prime Invoices Grouped by Contract and Status With Payment Info | ProjectId, PrimeContractType, PrimeContractId, PrimeInvStatus, PaymentStatus |
| Prime Invoices Grouped by Prime Contract and Status | ProjectId, PrimeContractType, PrimeContractId, PrimeInvStatus |
| Unit Price - Prime Contract Item Invoice History | ProjectId, PrimeContractId, JCCId, PrimeContractUPItemId, COId |
Multi-project standard log reports for prime invoices
| Report name | Filter parameters |
|---|---|
| Cross Project - Approved Prime Invoice Retainage Balance |
FromDate, ToDate |
| Cross Project - Prime Invoices Grouped by Export Status, Owner and Project | Exported, OwnerId, PaymentStatus, FromDate, ToDate |
| Cross Project - Prime Invoices Grouped by Status and Project | PrimeInvStatus, OwnerId, FromDate, ToDate |
| Cross Project - Unbilled Cost Plus Items by Project Contract Trans Type Company | TransactionType, BillableStatus, Company, FromDate, ToDate |
| Cross Project - Unbilled Fixed Lump Sum Items by Project Contract |