18. Management Reports Training Guide - Version 1
    18. Management Reports Training Guide - Version 1

18. Management Reports Training Guide

Version 1
Printed on July 30, 2021    
18. Management Reports Training Guide - Version 1
    18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
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18. Management Reports
18.1 Getting Started

18.2 Maintain Backlog Available Fields
    18.2.1 Updating existing available fields
    18.2.2 Creating new available fields

18.3 Maintain Backlog Expected Days

18.4 View Backlog (Sale to Start Status Report)
    18.4.1 Running a template report
    18.4.2 Creating a new report

18.5 View Future Direct Cost Spending Projection
    18.5.1 Running a template report
    18.5.2 Creating a new report
Updated October 6, 2009    
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    18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
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18.1 Getting Started
A complete overview of the Management Reports module and its applications.


Application Purpose
Maintain Backlog Available Fields Purpose of application is to activate/deactivate backlog fields which, in return, are utilized in View Backlog (Sale to Start Status Report) report. For details, see View Backlog (Sale to Start Status Report) section of this training guide.
Maintain Backlog Expected Days Purpose of application is to set up the number of backlog expected days.
View Backlog (Sale to Start Status Report) The three main purposes of the report are as follows:

Weekly Backlog - to track the sale process of a purchased home through the building process (e.g. sale, design center, loan) to closing.
Operations Backlog - to get projected dates of specific steps in the building process and to cycle times of homes currently being built.
Construction Backlog - to get projected dates of key construction tasks and compare them to the actual dates.
View Future Direct Cost Spending Projection Purpose of the report is to give an overview of estimated future cost spending.
Updated October 6, 2009    
18. Management Reports Training Guide - Version 1
    18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
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18.2 Maintain Backlog Available Fields
Purpose of application is to activate/deactivate backlog fields which, in return, are utilized in View Backlog (Sale to Start Status Report) report. For details, see View Backlog (Sale to Start Status Report) section of this training guide.
18.2.1 Updating existing available fields
Step Action
1. Open Maintain Backlog Available Fields application.
2. Select an existing backlog field, either a critical field or task.
3. Click .
4. Select an active or inactive status.
5. When you are done, click .
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18.2.2 Creating new available fields
Step Action
1. Open Maintain Backlog Available Fields application.
2. To create a new backlog field, select a task.
3. Click .
4. Select an active or inactive status.
5. When you are done, click .
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Updated October 6, 2009    
18. Management Reports Training Guide - Version 1
    18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
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18.3 Maintain Backlog Expected Days
Purpose of application is to set up the number of backlog expected days.


18.3 Maintain Backlog Expected Days
Step Action
1. Open Maintain Backlog Expected Days application.
2. Select a backlog field from the Select Backlog Field drop down list. You can also narrow down the scope by selecting a project and product type, but this is not mandatory.
3. When you are ready, click .
4. Review and update Backlog Field Expected Information form. NOTE: The projected date can be based on the Date Accepted or Offer Date and if there isn't an accepted offer for the lot, the number of days is based on the comparison to another task.
5. When you are done, click .
Updated October 6, 2009    
18. Management Reports Training Guide - Version 1
    18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
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18.4 View Backlog (Sale to Start Status Report)
The three main purposes of the report are as follows:

Weekly Backlog - to track the sale process of a purchased home through the building process (e.g. sale, design center, loan) to closing.
Operations Backlog - to get projected dates of specific steps in the building process and to cycle times of homes currently being built.
Construction Backlog - to get projected dates of key construction tasks and compare them to the actual dates.
18.4.1 Running a template report
Step Action
1. Open View Backlog (Sale to Start Status Report) application.
2. Select a template from the Select a template drop down list:
  • To delete the report template, click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To run the report online, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
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18.4.2 Creating a new report
Step Action
1. Open View Backlog (Sale to Start Status Report) application.

FORM FAQ
Report Restrictions
Project For which project(s) do you wish to view backlog? You can choose either one or all projects.
Lot For which lot(s) do you wish to view backlog?
Schedule Start Task From which starting task you want to run the backlog report? Enter a task ID or click on the link to find one. NOTE: If not defined the start task will be used.
Schedule Completion Task Up to which completion task you want to run the backlog report? Enter a task ID or click on the link to find one. NOTE: If not defined the finish task will be used.
Calculate Completion By Completion can be calculated either by the date task was completed or approved. Select one.
Date Range Report output can be narrowed down to a specific time frame. For example, you can search for all lots whose offers were accepted in February 2009. Or which lots' EXCAVATE_BASEMENT task was completed on or ahead of time.
Add Fields to Report Which fields do you want to include in the report? Select one more fields by holding the key on your keyboard and then click .

To remove from the report one of the added fields click .

To rearrange the order of the fields displayed, click or accordingly.

NOTE: For more information about these fields, please refer to Appendix section of this training guide.
Sale Type Select a sale type (e.g. model, pre-construction sale).
Lots to Report You can run the report either for all lots or only ones with a schedule assigned.
Closed Lot Control Do you need to display closed or open lots? Make your selections accordingly.
Show Progress Where Do you want all or any of the report criteria to be matched?
Display Options
Group Offer Date by Month Report output can be grouped by month. Select Yes to do so.
Start New Page After Each Month For printing purposes only: do you want each month's data to display on a new page? Select Yes or No.
Date Format Select date format (e.g. mmm dd, yyyy).
Sort By How do you want the report data sorted (e.g. offer date, closing date)?
2. At the very least, select a lot for which you want to see production overview. However, do try and narrow down your search criteria as much as possible, to reduce the size and loading time of the report.
3. When you are done, click .
4. Here is an example of Backlog report. In this example we can see which tasks have been completed on or ahead of time, and which ones are backlogged (falling behind schedule).

First line shows number of expected days from selected Offer date. The expected number of days, which in the case of STUCCO_CEILING is 3 days, can be set up in Maintain Backlog Expected Days application. For details, see Maintain Backlog Expected Days sections of this training guide.

Second line shows "Baseline" (or, in this case, Approved date) in bold which is the actual date of each critical field.


Third line shows "Target" date calculated using formula that shows within hover-text.


Fourth line shows "Variance" or difference between "Baseline" and "Target". NOTE: Variances in red are numbers of days late; variances in black are the number of days early compared to the baseline schedule.


To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
Back to the top
Updated October 6, 2009    
18. Management Reports Training Guide - Version 1
    18. Management Reports Training Guide - Version 1 Home | Appendix | Full Training Guide     
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18.5 View Future Direct Cost Spending Projection
Purpose of the report is to give an overview of estimated future cost spending.
18.5.1 Running a template report
Step Action
1. Open View Future Direct Cost Spending Projection application.
2. Select a template from the Select Template drop down list:
  • To delete the report template, click .
  • To view the report in print mode and to print it out, click . Review the report and when you are done, click .
  • To run the report, click .

    To create a duplicate of the report template, fill out the form located at the very bottom of the page. You can make this report template available either to all users or only yourself. Enter a new template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .
Back to the top


18.5.2 Creating a new report
Step Action
1. Open View Future Direct Cost Spending Projection application.
2. At the very least, select a project or vendor for which you want to see cost spending projection to reduce the size and loading time of the report.
3. When you are done, click .
4. Here is an example of Future Direct Cost Spending Projection report.

NOTE: If a Draw based Preliminary PO is used to determine amount, the PO may be treated completely as Base class (class 1) and therefore released by the Base draw percentages (as opposed to some at option class percentage release, option class is usually released at later draws).

To create a template from your report, fill out the form located at the very bottom of the page. Enter a template name in the Save report as a template named input field, select user access (e.g. all users, only current user) from the For drop down list and click .

If you intended to display different data and need to make some adjustments to the report, click and modify your restrictions.
Back to the top
Updated October 6, 2009