Reports

As an executive, you will use the e-Builder reports module to stay on top of the progress associated with all of your projects or your program. You will easily monitor your status on multiple projects. You will also review historical statistics and past project performance to determine what you should do on future projects. You can also standardize the information you will measure, such as key performance indicators and/or milestones, to ensure you are looking at critical information in a consistent manner across your program. No need to log in to e-Builder either; using the report subscription function you will receive program-level reports directly in your email inbox at certain predefined times.

As the project manager, you will use the e-Builder reports module to summarize or aggregate your critical project information to quickly address issues before they become timely or costly. That means you will have complete control and access to the critical project information from start to finish.

You will manage by exception so you can instantly see when something slips. You can also drill into the detail as needed right from the report. You will use the reporting engine to analyze project performance. You will also be able to quickly identify and prevent bottlenecks, summarize projections and use this information to make informed decisions.

If you have many team members executing your plan you will access your resource reports that will help you gain an understanding on the tasks you are managing that are not complete, tasks that are slipping, or even tasks that are starting soon. Or, for example, during construction, you might want to generate an RFI, meeting minutes, or submittal log report to see which items are open, what are the latest comments, and who s court they are in.

The bottom line is that you will spend less time mining or managing the data. The e-Builder reports module will do that for you. You can then spend time where it s needed - managing the project to ensure it completes on time and within scope and budget.

As a team member, you will use the e-Builder reports module to quickly gain access to your work reports. You will need to know which tasks are starting soon, which are in progress, which are running late, and so forth. You may need to access a meeting minutes report that detail out the items that you are responsible to complete. Maybe you need to reconcile the invoice or commitment data you entered in the cost module within a project. Or, need to access a few key documents from a set of folders you are responsible to manage.

No matter the work responsibility, the reports module can allow you to easily create and manage reports that are important specifically for you so that at the end of the day you are spending less time trying to find project information and more time on getting the work done.

Only e-Builder Administrators will be able to add report folders.

1. Open the Reports page.
2. Click the Add New Folder link. The Add Report Folder page displays.
3. In the Folder Name field, enter the name of the new report folder.
4. Move any saved reports from the Unfiled Reports folder into the new folder by selecting the report names and using the arrow buttons (optional) to move the report.
5. Click Save. The new report folder is added.

Only e-Builder Administrators will be able to edit report folders.

1. Open the Reports page.
2. To edit a report folder or its contents, select its name from the Folder drop down list.
3. Click the Edit hyperlink beside the Folder field. The Edit Report Folder page displays.
4. You can perform the following actions in this page:
   • Edit the name of the folder in the Folder Name field.
   • Add or remove reports from the folder using the arrow buttons.
   • Delete the folder by clicking Delete.
     
5. When finished, click Save to retain the changes.

1. Open the Reports page.
2. To delete a report folder or its contents, select its name from the Folder drop down list.
3. Click the Edit hyperlink beside the Folder field. The Edit Report Folder page displays.
4. Click Delete. You will be asked to confirm your selection.
5. Click Yes, Delete the Report Folder to proceed.

Any Reports saved in a deleted folder will automatically be moved into the Unfiled Reports folder.

Only an e-Builder Administrator will be able to reorder the report folders.

1. Open the Reports page.
2. To change the order of the report folders, click Reorder Folders.
3. In the Reorder Report Folders page, click the name of a report folder and click the top, up, down, or bottom button to change the order they are listed in. The top button moves the folder to the top of the list, while the bottom button makes it the last report in the list, and the up or down buttons move the folder up or down one place from its current order.
4. When finished, click the Save button to save your changes.
   —Or—
   To cancel the process click the Cancel button.