Run Project Reports
Run project reports to view, print, or save information about projects, change orders, and project billing in ProContractor. There are a number of different reports available. Reports are independent of each other and can be run at any time.
Available project reports are listed below. In addition to these reports, you can create and run your own user-defined reports in the Project module.
| Report | Description | When Run (Typically) |
|---|---|---|
| Project Dashboard screen | Displays charts and graphs showing details about selected projects. | As needed |
| Change Order | ||
| View Change Order Logs screen | Lists change order related documents for selected companies and projects in a customizable grid. | As needed |
| Invoices | ||
| View Contract Invoice Log screen | Lists contract invoices for selected projects, invoice stages, and routing statuses in a customizable grid. | As needed |
| View Time and Material Invoice Log screen | Lists time and material invoices for selected projects, customers, invoice stages, and routing statuses in a customizable grid. | As needed |
| Project Documents | ||
| View Project Document Logs | Lists project documents for selected companies and projects in a customizable grid. | As needed |
| Validate DFRs for Payroll Import Report | Lists daily field reports that have not been imported and contain errors on the Employee Time tab. | Before importing DFRs |
| Field Order Management | ||
| View Field Order Log screen | Lists field orders for selected companies and projects in a customizable grid. | As needed |
| Lien Management | ||
| View Customer Lien Document Logs screen | Lists customer lien notices or customer lien releases for a specified period in a customizable grid. | As needed |
| View Vendor Lien Document Logs screen | Lists vendor lien notices or vendor lien releases for a specified period in a customizable grid. | As needed |
| Reports | ||
| Bonding Report screen | Shows work in progress for selected projects. | Periodically |
| Work in Progress Detail Report screen | Shows work in progress details for selected projects. | Periodically |
| Project Cash Flow Analysis screen | Shows the net cash position of a project based on cash received for billings less cash paid for costs. | Periodically |
| Project Profitability screen | Shows project profitability. | Periodically |
| Cost and Billing Detail Report screen | Shows detailed project cost and billing information. | Periodically |
| Cost and Billing Detail Report with Summarized Labor screen | Shows detailed project cost and billing information including payroll data. | Periodically |
| Cost and Billing Summary Report screen | Shows a summary of project cost and billing information. | Periodically |
| Cost Detail Report screen | Shows detailed project cost information. | Periodically |
| Cost Detail Report With Summarized Labor screen | Shows detailed project cost information including payroll data. | Periodically |
| Project Committed Cost Report screen | Shows commitment cost information for one or more projects. | Periodically |
| Forecasted Cost Report screen | Shows forecasted project costs by cost code. | Periodically |
| Project Status screen | Shows project status for the project and cost code. | Periodically |
| Project Variance screen | Shows the variance in estimated and posted costs and the variance in estimated and posted revenue. | Periodically |
| Project Cost Codes with Labor Hours | Shows project costs by cost category. | Periodically |
| Project Cost Detail with Labor Hours | Shows project transactions with totals by cost type. | Periodically |
| Management Report screen | Shows project information. | Periodically |
| Units Complete Worksheet screen | Creates a worksheet for manually recording actual units complete in the field. | Periodically |
| Project Sales & Use Tax Report screen | Shows sales and/or use taxes for projects. | Fiscal period |
| Project Reconciliation Summary by Division screen | Shows a summary of project costs by division. | Periodically |
| Project Reconciliation Detail by Division screen | Shows detailed project costs by division. | Periodically |
| CMR Cost Code Detail screen | Shows details of change management records at a cost code level. | Periodically |
| Change Management Record Summary screen | Shows a summary of change management records. | Periodically |
| Labor Performance Report screen | Shows labor usage and costs for projects. | Periodically |
| Project Billing Summary screen | Shows project invoices, payments, and payment balances. | Periodically |
| Unbilled Time and Material Costs screen | Shows project time and material costs that have not been billed. | Periodically |
| Unbilled Project Report screen | Shows projects that have not been billed. | Periodically |
| Work in Progress History Report screen | Shows work in progress history for selected projects. | Periodically |
| View Project Contacts screen | Shows contacts associated with projects. | As needed |
| Project Log Report screen | Shows project locations, gross profit, or cash flow in a simple format. | Periodically |
| Project Document Log Report screen | Shows documents by project and document type. | Periodically |
| Projects User-Defined Reports screen | Create your own customized project reports. | As needed |
| Submittal Reviews Due Report screen | Shows reviews due on submittal documents for selected projects and date range. | Periodically |
| Project Schedule of Values Report screen | Shows contract information entered for a project, including billing codes with invoiced amounts. | Periodically |
| Lien Management Reports | ||
| Customer Lien Status Report screen | Shows customer lien notices and releases for a specified date range. | Periodically |
| Vendor Lien Status Report screen | Shows vendor lien notices and releases for a specified date range. | Periodically |
| Posting Journals | ||
| Contract Invoice Posting Journal screen | Shows contract invoice posting groups containing entries that are ready to be posted. | Before posting contract invoice entries |
| Adjusted Contract Invoice Posting Journal screen | Shows adjusted contract invoice posting groups that are ready to be posted. | Before posting adjusted contract invoice entries |
| Time & Material Invoice Posting Journal screen | Shows time and material invoice posting groups that are ready to be posted. | Before posting time and material invoice entries |
| Voided Time & Material Invoice Posting Journal screen | Shows voided time and material invoice posting groups that are ready to be posted. | Before posting voided time and material invoice entries |
| Journal History | ||
| Contract Invoice Journal History screen | Shows contract invoice posting groups containing entries that have been posted. | After posting contract invoice entries |
| Adjusted Contract Invoice Journal History screen | Shows adjusted contract invoice posting groups that have been posted. | After posting adjusted contract invoice entries |
| Time & Material Invoice Journal History screen | Shows time and material invoice posting groups that have been posted. | After posting time and material invoice entries |
| Voided Time & Material Invoice Journal History screen | Shows voided time and material invoice posting groups that have been posted. | After posting voided time and material invoice entries |
| Setup | ||
| View Project Setups screen | Lists current settings on project setup screens in a customizable grid. | As needed |
