The Daily Exception Report allows users to view adjustments in task durations that differ from the original baseline for tasks scheduled to complete before today or tasks where the baseline and adjusted durations are different. The information is broken out by subdivision, job, primary user of the job, task, and scheduling information.
Two criteria determine if a task appears on the report:
The task is late based on the current date and is an active task (scheduled or in progress task).
An active task (scheduled or in progress status) where the adjusted and baseline durations are not equal but are not necessarily late.
To generate the report:
Choose the Division or Community from the drop-down filter. The page refreshes.
Choose the Community or All Communities, Job or All Jobs, Job Primary or All Users, select a Supplier or All Suppliers, Task Type or All Task Types.
Change the Max Rows, Days Late, and choose Critical Path Tasks Only if necessary.
Click the Generate Report button.
Where does that come from?
Below is a list of information in the Daily Exception report and where the information comes from.
Report Filters
Division - This filter is based on the level where the user logs in. If a user logs in at a top company level, all divisions for the company are displayed in the drop down. If a user logs in at a division level, only the user’s assigned subdivisions will appear in the drop down. A division must always be selected. The filter defaults to Please Select if log in is at the top company level.
Community- Defaults to All Communities but includes all communities associated with the division filter. Only communities in the division selected will appear in the drop down. This filter allows the user to report on one or all communities.
Job - Allows the user to filter the report by a specific job or all jobs.
Job Primary - Based on the division filter, only job primaries (supers) assigned to at least one job within the division selected will appear in the drop down. Default value is All Users.
Supplier - Allows the user to filter the report by one supplier or all suppliers.
Task Type - This filter lists all of the task types that are available. Default value is All Task Types. Choose one or more task types at a time. Click on the first task, then hold down the Ctrl key and click each task type needed for the filter.
Max Rows Filter - Limits the number of rows returned to the report. The default value is '100.'
Days Late - A numeric search field that allows the user to type in a numeric value. If a user types in the number 5 the report will only pull back tasks that are five days late or greater. The field length is three characters.
Critical Path Tasks Only - If this box is checked, the report displays critical path tasks based on the other filters selected.
Report Columns
Community- Community for the given task/job in the report. Click the column heading to sort the report by community.
Job - Job related to the task in the report. Click the column heading to sort the report by community.
Primary Job User - This is name of the job primary as taken from the job table. The job primary name can be found on the Job Detail page in BuildPro under the Primary Contact field. Clicking on the column name will sort the column.
Area Manager - Area manager name as taken from the org table. The area manager can be found in BuildPro on the Org Detail page in the Contact Name field. This is the organization’s assigned contact name. Clicking on the column name will sort the column.
Task Name - Name of the task.
Contract Detail - Displays a combination of the supplier number and the order number and located on the actual job task in the first bracket after the task name. The contract detail number will only be available for PO tasks.
Task Type - Displays the task type (PO, Memo, or Reminder) reported from the job task table. The task type can be found in BuildPro on either the Task Summary or Task Detail page in the Task Type field. Click the column name to re-sort the column.
Task Status- Displays the status of each task. Remember, this report only displays active tasks (scheduled or in progress), so the only task statuses that displayed are S for Scheduled and IP for In Progress. This column is sortable.
Supplier - Name of supplier that is assigned to the task being reported (retrieved from the job task table). The Supplier name can be found in BuildPro on either the Task Summary or Task Detail page in the Supplier field. Click on the column name to sort the column.
Adjusted Start Date - Adjusted start date of the task being reported on as taken from the job task table. This can be found in BuildPro on the Task Schedule page in the Adjusted Date field. This column is sortable.
Adjusted Duration - Contains the most recent duration of the task. Numbers in red indicate a change from the task’s baseline duration. Adjusted duration can be found in BuildPro on the Task Schedule page in the Duration field.
Baseline Duration - Contains the task’s original duration before it was changed. This task’s original duration can be found in BuildPro under the template used for the job. The template can be seen under the Template tab on the Schedule Management: Task View page in the Duration field for the specific task.
Days Late - This is determined by first taking the task’s adjusted start date, adding the task’s baseline duration and then subtracting the result from the current (today’s) date. Holidays and weekends are excluded from the calculation. This is a calculation done behind the scenes and there is not a specific field in BuildPro that stores this information.
Reason Code - Reason code given for the schedule change.