RedTeam Flex allows users to export their list of projects in different formats and include a vast arrange of data depending on their specific needs for the report.
For clients that need to gain deeper insights into their projects and make more informed decisions. This new report facilitates a CSV file that includes columns for project details, associated Opportunity details, contract and budget amounts and Additional customized scope details for each project.
Export Projects and Linked Opportunities:
The Export Projects and Linked Opportunities Export report. This feature is designed to provide users with comprehensive insights into their projects, including valuable information about Budget, Opportunities and additional scope details columns. [Note that custom opportunity and additional scope fields can be added via the Configuration menu. Allows users to select columns to be exported, including Opportunities fields, Budget and Additional Scope Details. Filter selection can be saved for ease of use on future reports.
This provides clients with an easy way to create comprehensive custom reports, including details that have typically been missing from standard reports or are in multiple reports.
How do you access and use the Projects and Linked Opportunities Export Report?
Navigate to the Projects menu and apply the necessary filters to generate a list of projects relevant to the report. You can use all the available filter options to narrow down your list and include the projects you need to create your report.
Once you've refined the list to your specifications, click on the View icon and choose "Projects and Linked Opportunities Export" to initiate the export process.
Upon clicking the report option, a new browser tab will open displaying the report with all columns included by default. To customize the report, utilize the filter located in the top right corner of the page. From there, select the desired columns by checking the corresponding checkboxes. Once satisfied with your selections, click Save Selection to save your preferences.
Once you save your chosen preferences, they will be retained for all subsequent reports, streamlining your workflow by recalling your selections each time you need to run the report again.
See below how you can use the available checkboxes to make your selection.
The available columns encompass various project scope fields, budget and contract amounts, fields from opportunities, as well as any customized additional scope details configured for your company.
After customizing the report to fit your requirements, simply click the Export button located in the top-right corner. This action will initiate the download of a CSV file to your computer, containing all the columns you have selected.
What columns do I have available to export?
Besides your basic project details such as project name, number, project manager and project status, you can include a vast list of columns in your Report.
If your Project was created from an Opportunity, you'll also have all the relevant fields from the Opportunity details.
You'll have side-by-side data from Budget, Contract, Committed, Billed and Received amounts all in one place.
If your Company's projects have additional Scope details configured, all customized fields will be available for selection.
This list includes all available default fields for your report.
Project Number
Project Name
Customer Contract ID
Opportunity Manager
Manager
Contract Type
Status
Sub Status
Division
Market
Customer
Facility
Bid Date
Work Location
Work Description
Contract Date
Opportunity Start Date
Opportunity Finish Date
Contract Start
Actual Start
Contract Finish
Anticipated Finish
Modified Contract Days (Duration)
Opportunity Type
Opportunity Stage
Opportunity Rating
Opportunity Value
Contract ($)
Budget ($)
Committed ($)
Actuals ($)
Receivable ($)
Received ($)
Balance to Finish ($)
Cloud Storage for Plans
Owner Name
Owner Address
Second Contracting Party Name
Second Contracting Party Address
Architect's Project Number
Architect Name
Architect Address
Engineer Name
Building Permit Jurisdiction
Consultant's Project Number
Referral Source
Bid Type
Construction Type
Delivery Method
Financing
Approx. Size
Bid Bond
Fieldlens (Optional - if you are integrated with Fieldlens)
Accounting Integration (Optional - if you use an accounting integration)
NOTE:
You have the option to tailor Additional Scope details to align with your Project Scope, ensuring that all custom fields you generate will also be accessible for export in this report.
If you would like to learn more about customizing your Scope details, you can click here.