The Project Forms report provides a list of projects and their associated forms (or vice versa). This report includes the due date and an indicator for extension. This report can be project driven or form driven.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management and Practice Advantage, there are no comparable reports. This is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
This will determine how the report is displayed. The options are project and form.
| Options and Settings | ||
|---|---|---|
| Option | Setting | Description |
|
Report By |
List |
Determines how the report is oriented. The options are Project and Form. |
| Default Filters | ||
|---|---|---|
| There are no default filters for this report. |
| Optional Filters | ||
|---|---|---|
| Available Fields | ||
|
Client FYE |
Project Business Unit | Project Original Planned Finish |
| Client ID.Sub ID |
Project File Holder |
Project Planned Finish |
| Client Name |
Project Frequency |
Project Planned Start |
|
Extended |
Project ID |
Project Status |
|
Form Agency |
Project Name |
Project Team |
|
Form ID |
Project Office |
Project Template |
|
Form Name |
Project On Hold |
Project Type |
| Project Actual Finish |
Project On Hold as of Date |
Statutory Due Date |
| Project Actual Start |
Project Original Due Date |
Works from the Pool |
| Grouping | ||
|---|---|---|
| Available Fields | ||
|
Client ID-Sub ID |
Project Frequency |
Project Status |
|
Client Name |
Project ID |
Project Team |
|
Form Agency |
Project Name |
Project Template |
| Project Business Unit |
Project Office |
Type |
| Project File Holder | Project Region | |
| Sorting | ||
|---|---|---|
| Available Fields | ||
|
Client |
Extended |
Project ID |
|
Client ID-Sub ID |
Form Agency |
Project Name |
|
Client FYE |
Form ID |
Statutory Due Date |
| Client Name |
Form Name |
|
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
| Report Fields | |
|---|---|
| Field | Description |
|
Project ID |
The project ID. |
|
Project Name |
The project name. |
|
Client |
The name of the client that the project is associated with. The format is client name (Client ID.Sub-ID). |
| Client FYE | The month and day of the client's fiscal year end date. |
|
Form ID |
The form ID. |
|
Form Name |
The form name. |
| Form Agency | The agency associated with the form. |
|
Statutory Due Date |
The date the project is/was due to be finished, according to the statute. |
|
Extended |
The form extension status. No indicates the form is not extended, Yes (1) indicates the forms is extended one time and Yes (2) if extended two times. |
Project Forms Sample Report
