Change Order Detail ReportChange Order Detail Report

This report lists Change Orders. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters Project – the

Change Item Payment LogChange Item Payment Log

This report lists payments associated with CCOs that were created on Change Order Item Budget Entries. Note: although the image above does not show the Output drop-down, you can select

Change Item LogChange Item Log

This report lists Change Items. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters Project – the

CCO LogCCO Log

This report lists CCO documents. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters Project – the

Budget Revision History ReportBudget Revision History Report

This report lists revisions made to project budgets. Filters Project – the Project ID.  You can look up or type a specific project, or use the % mask for multiple projects.

Bid Analysis By Customer ReportBid Analysis By Customer Report

This report lists bids made to customer companies. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report. Filters

Bid Analysis ReportBid Analysis Report

This report lists bids that are won or lost (or both). Filters Open/Closed – the state of the Bid document.  You can select Open, Closed or Both. Due – the

KBA-01544: Multiple Bids on Bid AnalysisKBA-01544: Multiple Bids on Bid Analysis

Question: How does the Bid Analysis report handle multiple bids per project? Answer: sfPMS understands that you may bid the same project multiple times, perhaps to various CM or GCs that

KBA-01486: Which of the Item Date fields appear in the Submittal Item LogKBA-01486: Which of the Item Date fields appear in the Submittal Item Log

Question: The Submittal Item Log displays five of the Item Detail Dates. Answer: The Submittal Item Log report displays five dates from the Submittal Item Details (shown in bold).  Due

KBA-01334: Using the Transmittal LogKBA-01334: Using the Transmittal Log

Question: How do I get routing events to show up on the transmittal log? Answer: In order for an entry to be made in the system transmittal register and the