generate contract report

Navigation Button	Description
Statistics (Display View)	Provides a summary and detailed view of all the contracts within the project
Go	Starts filter by search (only displays when list is more than one page)
All	Displays all documents in project (only displays when list is more than one page)
Previous	Goes back one page of files (only displays when list is more than one page)
Page No.	Click dropdown to select page (only displays when list is more than one page)
Next	Goes forward one page of files (only displays when list is more than one page)
New (Details View)	Create new contract instruction (variation order or contract memo)
Edit	Opens a screen that allows the contract instruction to be edited
View	Enables the viewing of the selected contract instruction without editing capabilities
Print	Prints the contract instruction with options to include attachments
Report	Generates an excel report for the contract instruction
Search	Multiple search facility, allows searching by dates, contract instruction numbers, PC reference number, status, contract number and/or keyword
Screen Item	Description
Filter by	Filter list by entering word, date, number (e.g. loxton) and the list will display only projects with the word 'loxton' in the name (only displays when list is more than one page)
Contracts (Display View)	Project contract number, contracted company name and project role
Number	Date document was added to 'My Files'
Project	Project Name

To view meanings and calculation methods, hover cursor over column or screen item (field) headings.
Variation Orders (VOs) may be cancelled but not deleted.
Forecast and Pending Variation Orders (VOs) have not been approved for any work to commence.
A VO may be cancelled by changing the status to 'Cancelled'.
Cancelled VOs will not be added into any of the contract totals.
BPIMS allocates sequence numbers to all VOs. All numbers start from 0001 for a contract. It is important to note that a VO could have many sequence numbers allocated to it throughout its life from the Forecast and/or Pending and/or Approved sequence numbers.
The first line of the description is included on the screen listing of all the contract instructions for the contract so it is important to provide a summary description that best covers the work to be undertaken. The other lines may be used to further explain the work or, if necessary, extra documentation may be attached to the VO to assist others.
If status set to 'Authorised/Sent' the 'Date Authorised' and 'Authorised By' must be filled in.
A Contract Memo can be cancelled at any stage.
A Contract Memo will not have a value in the Contract Instructions List.
Cancelled Contract Memos are not included in any totals.
If select status of 'Authorised/Sent', the 'Date Authorised' and 'Authorised by' must also be filled in.

A Contract Report is generated using Excel, and represents all a project's contract variation orders and contract memos. The report includes the VO/CM Number, Status, Authorised Date, Description, Estimate, Contractor's Claim, Approved Value, Adjustment, Cause, Old RIPAC Number, Discipline, and Fund Source.

You can manipulate the data through Excel data filters and sorts and save to your PC/Network.

When there are 10 or more items to select from a list, the 'Filter by' box will display. 'How to use Filter By'