Adaco: Project Listing Report

Project Listing Report

The Project Listing report is used to see details of a project, including products that have been purchased within a specified time frame.

• To run the this report, go to Report Center > Purchasing Reports > Project Listing

• To open the report criteria screen, double-click Project Listing report or select the report and click Run Report, as per Fig.1

Fig.1 - Running the Project Listing Report
 

Report Criteria:

Enter report criteria below to get desired results, as per Fig.2 below.

Fig.2 - Report Criteria for the Project Listing Report
 

Fields	Description
Status:	Active: displays and allows selection from all the Final Approved projects which have an active status. Inactive: displays and allows selection all the projects which have an inactive status. Closed: displays and allows selection all the projects which have a closed status.
Group By	Project Category: allows selection of one or more of the available categories with which to generate the report. Product Category: allows selection of one or more of the available categories with which to generate the report. Note: if a category is not defined, then the first category in the list will be selected when the report is generated.
Outlets	By default, all outlets are selected. This may be modified.
From Date ... To Date	This will determine which products from the selected projects will be displayed. Calculation: FROM DATE...TO DATE = NEED BY DATE - LEAD TIME Note: these values come from Need by Date and Lead Time set on the project for the specific product(s).
Include Prices	When enabled, this will show the quantity needed along with the price of the product at the time of the project creation.

Report Results

When the Project Listing Report is generated, the result should look similar to Fig.3.

 

Fig.3 - Project Listing report results
 

Fields	Description
Project:	Number: the Adaco project number. Name: the name of the project. Type: the kind of project assigned at creation. Start Date: the beginning date chosen when creating the project. End Date: the ending date chosen when creating the project. Status: the current state of the project. Cost: the total price amount of the products in the project. Calculation: COST = Quantity x Price Rates: the total cost of the rates assigned to the products via rate schedules. Contingencies: the incidental expenses amount entered upon project creation. Budget: the total cost of the budget. CALCULATION: COST + RATES + CONTINGENCIES Budget Tolerance: the cost amount (percentage) which may be exceeded. Notification Threshold: when the defined, this is the percentage that when met or exceeded will send an email to the Notification Contact. Notification Contact: the user who will be notified of the Notification Threshold being met or exceeded.
Project Manager	The user assigned when creating the project.
Outlet	The Adaco number and name of the outlet.
Project Category	The category assigned to the project. Note: if Allow All Products is enabled on the Project, then a category will not be assigned.
Prod.#	The Adaco product number.
Description	The product name along with what is entered in the Purchase Info field on the Product Master. Also the retail attributes assigned to the product on the Product Master (Property > Products > Retail) are displayed.
Purch. Unit	The abbreviation of the Purchase Unit assigned to the product on the Product Master.
Account	The account assigned to the products on the Project.
Need By Date	The date specified per product on the Project.
Lead Time	The number entered into the Lead Time field per product on the Project.
Rates	The Adaco number of the rate scheduled assigned to the product.
Ext Cost	The total cost of the product being ordered for the project. Calculation: EXT COST = QUANTITY x COST
Vendor	The name of the vendor that is assigned to the product on the Project.
Order Date	The date the product should be ordered on. Calculation: ORDER DATE = NEED BY DATE - LEAD TIME
Assigned To	The username of the user who has been assigned to the product in the Project.
Is Ordered	If the product has been ordered, then a Yes will be displayed. Otherwise, No will be displayed.

 

When Include Prices is enabled, the results should look similar to Fig.4.
 

Fig.4 - Project Listing report results with "Include Prices" enabled
 

Fields	Description
Qty	The amount of the product specified to be ordered on the project.
Price	The purchase cost of the product at the time the project was created.