Project summary reports
You can view the project summary report of project management jobs that are linked to one or more of the following modules: Production Control, Combining, Estimating, and Purchasing.
By creating the project summary,
you can do the following:
- Compare the materials used in Production Control with the estimated materials and the prepurchased materials in Combining
- View the total values for purchased materials, materials moved from other jobs, and materials moved to scrap
- View the current production status: See which materials are listed on a purchase order and have not yet been received, which materials are in stock but have not been processed, and which have been charged to the job and taken from stock
-
In the upper-right corner of
the Project
Management dialog box, click Project
Summary.
The Report Selection dialog box opens. -
Select the report that you want to view,
print, or export.
The Full Project Summary report provides a snapshot of the current status of the project and the module components that are currently linked to each other.
Estimating, Combining, Production Control: The columns show the quantity of pieces together with the total material weight for each shape used in the job. This information helps you to track materials by shape.
On Order: The materials are on a purchase order.
In Stock: The materials have been received.
Charge: The materials have been taken from stock, that is, they have been cut and are in the fabrication process.
- A purchase order summary, which shows all the purchase orders associated with the project management jobs.
- An inventory transfer summary, which shows materials transferred from a different job into the current project management job.
- The production and shipping status summary report, which shows the quantity of pieces that have been processed. The items are sorted by the route assigned in Production Control. The production and shipping status information is automatically updated when changes are made.
The project summary reports also have reports for all the breakdown areas, but these reports are not displayed by default. To customize the displayed reports, click Edit Report Types in the Report Selection dialog box. See also Create user-defined reports for customizing.