Reports

Constructions Status II

The Construction Status II report shows, by organization or subdivision, job status, total number of days, pause/hold days, and the current status of each stage of a job.

For each job, the report shows the lot, template name, start and promised end dates, the contract date, the date you received the selection sheet, the financing expiration date, the release for construction date, the total number of job days, as well as the designated stages and milestones. The stage column shows the maximum baseline end date of any task for that stage, the actual end date of that task and the variance between the two.

 

To generate the report:

  1. Make your choices from the Org/Subdiv, Job Status, Total Job Days, Show Pause/Hold Days and Use Date Task Completed filters, by clicking their drop-down arrows. (The "Use Date Task Completed" filter will change the second date used in the stage column. Selecting 'Yes' will use the date the user completed the task and selecting 'No' will use the end date of the task.)

  2. Click Generate Report. The Construction Status II report will open.

 

The Milestone Module

You can change how  the Construction Status II report calculates the variance between the dates for each stage by using the milestone module. Contact Hyphen Solutions Customer Care for information about using this module.

If the milestone module is used, the report will display the maximum baseline end and maximum adjusted end dates for the stage’s milestone task. If there is more than one milestone task within the stage, the dates are used from the latest milestone task.

 

Where does this come from?

Below is a list of information in the Construction Status II Report and where the information comes from.

Report Filters

Org/Subdiv - List of all subdivisions for the user to filter by. This is a multi-select filter, which allows the user to filter by more than one org or subdivision at a time. If a particular subdivision does not contain any jobs, the filter will not display that subdivision.  

Job Status - Lists of job statuses for the user to filter by. Can filter to show All Jobs, Active, Cancelled, Complete, Hold, Inventory.

Total Job Days - Gives user the option to see either Calendar Days or Construction Days in the Total Job Days column.

Show Pause/Hold Days - Gives user the option see the total number of pause/hold days for a job.  Choose Yes to show pause/hold days or No to not show them.

Use Date Task Completed - Gives user the option to see either the actual end date or the adjusted end date of a stage.  Choose Yes to see the actual end date or No to see the adjusted end date.

Report Columns

Job - Shows the job and lot name and/or number which can be found on the Jobs tab under Job Detail Summary (Job Name field).

Template - Shows the name and/or number of the builder's template which can be found on the Jobs tab under Job Detail Summary (Template field).  

Job Primary - Shows the name of the job primary which can be found on the Jobs tab under Job Detail Summary (Primary Contact field).

Buyer - Shows the buyer/purchaser name(s) which can be found on the Jobs tab under Job Detail Summary (Purchaser Name field).  

Start Date - Shows the job start date which can be found on the Jobs tab under the Job Detail Summary (Start Date field).  This is not necessarily the start date of the first task.

Promised End Date - Shows the promised end date for the job.  This can be found on the Jobs tab under Job Detail Summary (Promised End Date field).

Contract Date - Shows the contract signing date.  This can be found on the Jobs tab under Job Detail Summary (Contract Date field).

Selections Rec'd - Shows the date you received the selection sheet from the buyers.  This can be found on the Jobs tab under Job Detail Summary (Selection Sheet Received Date field).

Finance Expire - Shows the financing expiration date.  This can be found on the Jobs tab under Job Detail Summary (Financing Expire Date field).

Release Date - Shows the date the lot is released for construction.  This can be found on the Jobs tab under Job Detail Summary (Release Date field).

Job End Date - Shows the actual end date of the job.

If the Use Date Task Completed filter is set "Yes":

Top Date: JBFN Baseline End Date

Bottom Date: JBFN Actual End Date*

Number: Difference in days between top & middle dates

*Note: If there is no actual end date for the JBFN milestone task, shows the adjusted end date.

If the Use Date Task Completed filter is set to "No":

Top Date: JBFN Baseline End Date

Bottom Date: JBFN Adjusted End Date

Number: Difference in days between top & middle dates

Pause Hold Days - This is the total number of duration days for all Pause tasks within an entire job.  This column will only display if the user chooses to see Pause Hold Days in the filter.

Net Days +/- - Takes the number in the Pause Hold Days column and subtracts it from the bottom number in the Job End Date column.

Total Job Days - Shows the total number of job days, in Calendar days or Construction days, depending on the filter you chose.

If the Use Date Task Completed filter is set to "Yes":

Top Number: Difference in days between JBST Baseline Start Date and JBFN Baseline End Date

Middle Number: Difference in days between JBST Actual Start Date and JBFN Actual End Date*

Bottom Number: Difference between top & middle numbers

*Note: If there is no actual start date for the JBST milestone task use the adjusted start date.  If there is no actual end date for the JBFN milestone task use the adjusted end date.

If the Use Date Task Completed filter is set to "No":

Top Number: Difference in days between JBST Baseline Start Date and JBFN Baseline End Date

Middle Number: Difference in days between JBST Adjusted Start Date and JBFN Adjusted End Date

Bottom Number: Difference between top & middle numbers

Stage Columns:

All other columns on this report are stage columns and the dates in these columns will vary based two variables: (1) whether the milestone module 103 is turned ON or OFF and (2) whether the Use Date Task Completed filter set to YES or NO.  The JBST and JBFN milestones keys do not affect the stage columns only the Job End Date & Total Job Days columns.  However, the tasks that contain the JBST & JBFN milestone keys are still defined as milestone tasks and will be taken into account when reporting dates for the stages (along with other milestone tasks).

If milestone module 103 is turned ON and the Use Date Task Completed filter is set to YES the output for all stage columns will be:

Top Date – Baseline end date for latest milestone task within a stage.

Bottom Date – Actual end date for the milestone task used in Top Date.

Number – Difference in days between the top date and bottom date.

*Note: When reporting off milestones, the bottom date will not show until the milestone task is complete.  The top date should always show the max milestone baseline end date. If there are not milestones in the stage, the maximum baseline end and maximum actual end dates for the stage are used.  The bottom date will not show until every task is the stage is complete.

 

If milestone module 103 is turned ON and the Use Date Task Completed filter is set to NO the output for all stage columns will be:

Top Date - Baseline end date for latest milestone task within a stage.

Bottom Date – Adjusted end date for the milestone task used in Top Date.

Number – Difference in days between the top date and bottom date.

*Note: When reporting off milestones, the bottom date will not show until the milestone task is complete.  The top date should always show the max milestone baseline end date. If there are no milestones in the stage, the maximum baseline end and maximum adjusted end dates for the stage are used.  The bottom date will not show until every task in the stage is complete.

 

If milestone module 103 is turned OFF and the Use Date Task Completed filter is set to YES the output for all stage columns will be:

Top Date – Maximum baseline end date for stage.

Bottom Date – Maximum actual end date for stage.

Number – Difference in days between the top date and bottom date.

*Note: The bottom date will not show until every task in the stage is complete.

 

If milestone module 103 is turned OFF and the Use Date Task Completed filter is set to NO the output for all stage columns will be:

Top Date – Maximum baseline end date for stage.

Bottom Date – Maximum adjusted end date for stage.

Number – Difference in days between the top date and bottom date.

*Note: The bottom date will not show until every task in the stage is complete.