Project Progress (Inquiry)

Additional Information

The Project Progress Inquiry provides you with a list of Project Progress documents that are available in draft to allow for editing as well as workflow progression. The inquiry does not provide access to Project Progress documents in final; those documents are not accessible from anywhere in the application.

A split pane presents the specific Project Progress document corresponding with the row selected in the List and allows for the same editing capability as if the document is opened directly.

When the inquiry is run the number of rows returned are placed in parentheses next to the caption.

The Project Progress Inquiry provides the ability to view attachments on documents. See attachments for more information.

Restrictions

The inquiry includes the following default restrictions:

  Restriction Description
  From Posting Period

Enter or select a posting period. This is the first date in the date range to include open.

  To Posting Period Enter or select a posting period. This is the last date in the date range to include open items.
  Project Enter or select a project to further limit the list.
  Project Progress Manager

Enter or select the manager assigned in Project Progress.
  Project Progress Role Select the role fassigned in Project Progress. Available selections include: Project Director, Project Manager, Task Manager, and Budget Manager.

For a list of the optional restrictions, see ClosedProject Progress Optional Restrictions.

The following optional restrictions are available:

  • Budget / Earned Value Change
  • Budget Change
  • Document Date
  • Document Number
  • Project Administrator
  • Project Client
  • Project Company
  • Project Contract
  • Project Director
  • Project Manager
  • Project Organization
  • Resource Change
  • Revenue Basis

Results

The inquiry contains a single level of project progress information, which includes Project Name, Year Period, Project Progress Manager Name, Project Progress Role, Budget / Earned Value Change, Resource Change, Document Date, Document Number, Workflow, State, and Budget Change.

For a list of optional columns, see ClosedProject Progress Optional Columns .

The following optional columns of information are available:

  • Checked Out By
  • Date Last Updated
  • Last Updated By
  • Project Administrator Code
  • Project Administrator Name
  • Project Client Code
  • Project Client Name
  • Project Code
  • Project Company Code
  • Project Company Name
  • Project Contract Code
  • Project Contract Name
  • Project Currency Code
  • Project Currency Name
  • Project Director Code
  • Project Director Name
  • Project Fee
  • Project Manager Code
  • Project Manager Name
  • Project Organization Code
  • Project Organization Name
  • Project Progress Manager Code
  • Revenue Basis
  • Source

Related items

Click the related items button and then select Open Project to open Project for the selected rows or Open Project Progress to open Project Progress for the selected rows. If multiple rows are selected, each document opens in a separate tab.