TABLE OF CONTENTS
- About the Project Members Report
- Filters & Sorting
- Viewing the Resultsz
- Additional Resources
- Out-of-the-Box Print Example PDFs
About the Project Members Report
The Project Member Report allows users to pull reporting based on the available information held within the Project Members\ section of the Project Setup Module.
There is a special feature in the Project Members Report that allows for specific Project Members that are returned in the filter/search results to be excluded from the PDF print of the report. This feature is held in the Project Member Report's preview grid. After applying filters and sorting, selecting the checkbox to the left of a Project Member will exclude that Project Member from the PDF Print. When excluded, the Project Member will appear strikethrough in the preview grid.
Filters & Sorting
The Report Design options allow for control of the type of report that is created when the PDF print for the report is generated. The filters that are available can be used to search/filter for specific information regarding Project Members held within the Project Members section. The Sorting options allow for the sort of the filtered data to be customized when the PDF print of the RFI Report is generated.
Show Grids =A selectable checkbox that allows for gridlines to be included on the PDF print of the report.
Show Project Specific Trade Names = A selectable checkbox that allows for the assigned Project Specific Trade name included to a Project Member's profile to be included to the PDF Print of the report.
Group by Company = A selectable checkbox that allows for the Project Members included to the PDF print of the report to be grouped by Company.
By Company = A dropdown that is populated with the listing of Companies that have a Project Member on the Project. This can be used to search/filter for a specific Company.
By Project Member = A dropdown that is populated with the listing of Project Members. This can be used to search/filter the Project Members Report for a specific Project Member.
By CSI Code = A text entry field that can be used to search/filter RFI Items for a specific word or words within the RFI Subject. This can be used to search/filter a specific CSI Code.
By Role =A dropdown that is populated with available User Roles that can be assigned to Project Members. This can be used to search/filter the Project Members Report for a specific Project Member User Role.
Show Users Only = A selectable checkbox that will filter out and contact profiles and only include User type profiles in the search/filter of the Project Member data.
Sorting
The sorting options at the bottom of the Project Member Report allows users to control the order in which the information is sorted on the print of the report. The eight sorting options are: None, Number, Date Submitted, Due Date, Status, Responsible Party, Submitting Party, Subject. The arrows to the right are to toggle the sort between ascending and descending.
Sorting By Role
The sorting by role at the bottom of the Project Member Report allows users to control the sort based on defined roles.
Once filters and sorting have been applied, using the Run button will run the filters on the project data and return results for viewing.
Viewing the Results
Once the filters, reporting options, and/or sorting are entered, using the Run button will apply the entered filters and sorting to the available information held within the Project Member section. The Project Member Report Preview grid will update to show the results based on the entered filter criteria.
The filtered report can also be printed to a PDF by using the Print icon in the top ribbon.
A copy of the filtered report that was generated using Print can also be sent out via a Project Transmittal by using the Transmit button in the top ribbon and completing the Transmittal.
The Project Member Report data can also be exported to a .csv file
Additional Resources
Out-of-the-Box Print Example PDFs
If the standard, out-of-the-box print of the report does not meet an organization's need, there is the opportunity to customize any print or report via our Professional Services Group. Submit to support@stratusvue.com a markup of the report with details about customizations or changes. The Report Writers will review the request and advise if the customization request can be completed, the cost, and the turnaround of the customized report.