Data views and standard log reports for projects
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Go to Reports.
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Select General Reports from the Report Category dropdown.
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Select Projects in the Report Sub-Category dropdown.
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Select the appropriate report in the Standard Reports tab.
Alternatively, go to Projects, the Project Insights section, and select the reports icon (
) next to Active Projects.
) next to Active Projects.Primary data views
- vw_ProjectInfo
- vw_ProjectInfoSimple
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
Standard log reports for projects
| Report name | Filter parameters |
|---|---|
| Active Projects | EstStartFromDate, EstStartToDate |
| Active Projects Grouped by Bid Contact | BidContactId, EstStartFromDate, EstStartToDate |
| Active Projects Grouped by Classification Type | ClassificationType, ClassificationTypeOptionId, EstStartFromDate, EstStartToDate |
| Active Projects Grouped by PM Contact | PMContactId, EstStartFromDate, EstStartToDate |
| Active Projects Grouped by Salesperson | SalesContactId, EstStartFromDate, EstStartToDate |
| InActive Projects | EstStartFromDate, EstStartToDate |