Generating Punchlist or COW Reports - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

PPMProduct
Intergraph Smart Completions
PPMCategory_custom
Help
version_completions
5.3.6

Generating Punchlist or Carry Over Work (COW) Reports can be performed by accessing the 'Reports' tab in the Punchlists Manager.

There are a six (6) Punchlist or Carry Over Work (COW) Reports; two (2) Index by Systemization and four (4) Index/Status. All reports honor any filtered search criteria, which is used to restrict or refine the content shown in the selected report.

The Punchlist or Carry Over Work (COW) Reports are:

  • Master Punchlist Index (by Systemization with Comments)

  • Punchlist Summary (by Systemization; Scorecard)

  • Punchlist Forecast (by Past Due and Today)

  • Master Punchlist Index (by Responsible Company and Opened Items)

  • Master Punchlist Index (by Responsible Company and Closed Items)

  • Punchlist Forecast (by Due Dates)

There are three (3) types of Punchlist or Carry Over Work (COW) Reports:

  • Index Reports

List each punchlist item, with dates, companies, persons and completion data.

  • Summary Reports

Breaks out punchlist items by responsible company, providing counts.

List each punchlist item, with dates, companies, persons and completion data.

  • Scorecard Reports

Displays where punchlist items (By system) are in their life-cycle/workflow.

The process for generating Punchlist or Carry Over Work (COW) Reports is outlined below:

  1. Expand the Report Category headers by selecting the + button.

    This will list all available reports for the category selected.

    Report Thumbnail Image.

  2. A user can view an image (content) of any report they wish to see without having to run the actual report. Select the thumbnail of the report you wish to view and an image of the report will open in a new window/tab.

    Report Generation.

  3. The user has the ability to view reports in two (2) ways:

  4. PDF Report

    1. Select the PDF icon to run the report.

    2. The report will open in a new window/tab.

  5. Export to Excel

    1. Select the Excel icon to export the report data.

    2. Select the data you wish to export (certain data points are auto-populated for your convenience).

    3. Select the 'Export' button to generate the spreadsheet.

    4. The user can Open or Save the spreadsheet

    5. The spreadsheet can now be viewed.