Summary

The PM Summary Report displays a filtered range of Project Management transactions sorted by inventory item.

When printing Inventory Control module reports, be aware that inventory counts and the transactions that affect those counts are date and time specific. In order to generate an accurate inventory report, confirm that both the date and time specified are correct.

Step by Step

1     Open the PM Summary Report window (IC> Reports> PM Summary).

2     Configure the report.

• Enter an Item ID or click the field label to select on from a list.
  • Inventory Items are created and maintained on the Item Maintenance window (IC> Maintenance> Item).
• Enter a Description to filter the items included in the report to those items that contain the specified terms in their description fields.
• The six fields below the Description field are miscellaneous character fields. The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• Specify a transaction range in the Transaction Date From and To fields.
• Enter a PM Project or click the field label to select one from a list.
  • This field label is user-defined and may differ from the example.
  • PM Projects are created and maintained on the Project Maintenance window (PM> Maintenance> Project).
• Enter a PM Task or click the field label to select one from a list.
  • This field label is user-defined and may differ from the example.
  • PM Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
• Check the Print transaction detail toggle to include the individual transaction Date, Description, Quantity, Price Per Unit, and Amount.
• Check the Print archived only toggle to limit the transactions included in the report to transactions that have been archived through the Archive Transactions process (IC> Utilities> Archive Transactions).
• The report will display the Item, Item Description, Quantity, Unit Type, Price Per Unit, and Amount for each Item included. The report will also provide totals by Task, Task Group, Project, and Report.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).