Reports
Project Status
This report shows the project status or number of days ahead or behind for jobs grouped by region, division, and community. Days ahead or behind will be calculated based on the JBFN milestone key in each job. If the adjusted end date of this task is after the baseline end date, the job is considered behind schedule. If the adjusted end date of this task is before the baseline end date, the job is considered ahead of schedule.
Users must have the Region and Division flags set for their orgs in order for this report to work properly. The report will work org down. A user may only display project status information for the org the user belongs to and down.
To generate the report:
Choose a Region from the drop-down list. The Division filter displays all divisions in that region.
Choose a Division from the drop-down list. The Community filter displays all communities in that division.
Choose a Community from the drop-down list.
Choose the Job Status you want to view on the report. This is a multi-select filter. Check one or more Statuses.
Choose Calendar Days or Construction Days from the Days drop-down list.
Click the Generate Report button. The Project Status report opens.
Click a hyperlinked number to open the Project Status - Jobs.
Where does that come from?
Below is a list of information in the Project Status report and where the information comes from.
Report Filters
Region - Contains a list of all regions. Only users at the company level will be able to run the report for all regions. For users assigned at a division level, the report pre-populates the region so the user does not have to select the region.
Division - Contains a list of all divisions. If the user is assigned at a division-level org, the report pre-populates the division and region. If a region is selected, the Division filter will only include divisions under that region. If all regions are selected, the user will need to select a division or all divisions. Defaults to All Divisions.
Community - Contains a list of all communities based on the Region and Division filters selected. The user may select an individual community or all communities. Defaults to All Communities.
Job Status - Contains a list of all job statuses. This multi-select filter allows the user to filter the jobs by job status. Defaults to Active.
Days - Contains two choices: Calendar Days and Construction Days. This filter determines if the average cycle time displayed is based on calendar days or construction days. Calendar days include Saturdays, Sundays, and holidays. Construction days exclude Saturdays, Sundays, and holidays.
Report Columns
Region - Displays the regions selected in the report. Regions are sorted alphabetically.
Division - Displays the divisions for each region selected on the report. Divisions are sorted alphabetically within each region.
Community - Lists all active communities (subdivisions) for each region and division selected in the report. The communities are sorted alphabetically within each division.
Total Homes - Displays the total number of homes (jobs) within each community that have a task with the milestone key JBST and a task with milestone key JBFN. If at least one job is found without the required milestone keys, the report displays an asterisk* after the Total Homes number. If no jobs are found for that month, the cell is left blank.
Jobs Behind - This section spans 4 columns. The 4 columns group the jobs by number of days behind:
>20 - Jobs where the adjusted end date is 20 or more days (Construction or Calendar) after the baseline end date of the JBFN milestone task.
11-20 - Jobs where the adjusted end date is 11 to 20 days (Construction or Calendar) after the baseline end date of the JBFN milestone task.
6-10 - Jobs where the adjusted end date is 6 to 10 days (Construction or Calendar) after the baseline end date of the JBFN milestone task.
1-5 - Jobs where the adjusted end date is 1 to 5 days (Construction or Calendar) after the baseline end date of the JBFN milestone task.
0 - Displays the number of job, based on status selected, where the JBFN milestone task adjusted end date is equal to the baseline end date.
Jobs Ahead - This section spans 4 columns. The 4 columns group the jobs by number of days ahead:
1-5 - Jobs where the adjusted end date is 1to 5 days (Construction or Calendar) before the baseline end date of the JBFN milestone task.
6-10 - Jobs where the adjusted end date is 6 to 10 days (Construction or Calendar) before the baseline end date of the JBFN milestone task.
11-20 - Jobs where the adjusted end date is 11 to 20 days (Construction or Calendar) before the baseline end date of the JBFN milestone task.
>20 - Jobs where the adjusted end date is more than 20 days (Construction or Calendar) before the baseline end date of the JBFN milestone task.
Total Behind - Displays the sum of jobs/homes from the four columns of Jobs Behind.
Division Subtotal - Displays the sum of the number of jobs for all communities for each behind/ahead column.
Region Subtotal - Displays the sum of the number of jobs for all divisions for each behind/ahead column.
Grand Total - Displays the sum of the number of jobs for all regions for each behind/ahead column.