Project Management Reports & Forms

The Project Management reports and forms are accessed through the My AccuBuild Reports Menu on the main screen. Most reports may be printed for any period within the current fiscal year and with a variety of options.

RFI Status Report - All Items

RFI Status Report - Open Items

CO Request Status Report - All Items

CO Request Status Report - Open Items

Submittal Status Report - All Items

Submittal Status Report - Open Items

Contract Breakdown by Category

Recaps each category contract amount for approved change order amounts (Change Order Requests (COR) that are linked to a Change Order) and includes the original contract amount, a detail listing of each COR, and the revised contract amount.

COR Accounting Link Status Report

COR Accounting Link Status Report - Warnings Only

Project Contact List

Displays the contact information of all companies that have been added as team members on a project. In addition to the owner, architect and main contractor on the job, all categories are listed along with the associated company name and the individual contacts within each company. Only those individuals who have been added to the team list will be displayed on the report.

Note: It is recommended that a category be set up for the contractor, owner and architect along with team members from each of these companies so that they will be included on the report.

Job Close Out Punch List

Change Order

Change Order - Owner and Subcontractors

Contract Agreement

The Contract Agreement (Class 391) under Project Management Forms has been enhanced to include a new data-pipe called PMSUBPMTSHEETCONTRACTITEMS which is list of detail item records related to a subcontractor payment sheet. If the contractor category in Project Management System is linked to a subcontractor payment sheet, then the associate payment sheet detail items will now be available for use in the Contract Agreement Form. This will be useful for contracts that have several line item breakdowns allowing the breakdown amounts to be included in the contract agreement. (Version 8.5.0.1)

Change Order Request / Proposal

Change Order Request with Cost Breakdown

Change Order Request Summary of Categories

Prints a summary which totals all category amounts that are associated with a COR along with the individual COR forms for each category

Change Order Request / Proposal - Detail Pricing

Change Order Request Summary of Categories - Detail Pricing

The Detail Pricing forms contain the breakdown items which are entered on the detail pricing screen of the COR.

Change Order Request - Price Quote

Daily Report

Daily Report with Mobile Pictures from Jobsite - PMMTG1B.401

This version of the Daily Report automatically embeds any pictures into the Daily Report that have been uploaded from AccuBuild Mobile. The new report will handle any number of pictures and will automatically format the pictures on additional pages as needed.

Daily Report - Mobile Employee Hours - PMMTG1C.401

This version of the Daily Report summarizes the mobile time card entries by employee and totals for the day include the cost phase and cost phase description. This form was designed mainly for new features in the next release of AccuBuild Mobile for reporting on entries made while in the field for specific daily reports.

Job Meeting Minutes

Request for Information Status Form

Request for Information Submission Form

RFI Out for Answer Form - Correspondence Info

Utilizes the Sent To information related to the Out for Answer Button on the Correspondence Tab.

RFI Response Distribution Form

Displays the Sent To information from the 'submitted to' fields on the RFI Screen.

Request for Submittals

Submittal Approval Request To Architect

Submittal Approval Request To Owner

Submittal Approval Request To General Contractor

Submittal Request Form - Correspondence Info

Displays the Sent To information related to the Request Submittal Button on the Correspondence Tab.

Submittal Approval Form - Correspondence Info

Displays the Sent To information related to the 'Out for Approval' Button on the Correspondence Tab.

Submittal Status Form

Recaps the submittal history based on the Correspondence Tab.

Although these reports are pre-designed, they may be copied and modified as desired.

The partial run option generates a report for selected records only. When this option is enabled, a list of the records within the available selection criteria will be displayed. Click the box on the left side of each record to select the items that will appear on the report. The selection flag may be removed by clicking the box once more. Select OK to record your selections and to return to the report options screen.

For assistance with customizing any of the Project Management Forms, please refer to the PM Log Technical Documentation for tables showing the screen field name and the associated database field that the data is stored.