Company

Select a company from the list.

Date Range

Enter or select the starting date for the report in From and the ending date in To. The report will include projects that satisfy the date range you specify.

You can opt to select the Earliest date or the Latest date possible for the sales order dates.

Functional Role(s)

Select the functional role code(s) to only include the employees related to the role(s) in the report.

Project Prompt Type

Choose a method that will help you find the projects you want to select for the report.

Select Listview Prompt to select projects from a list or select Search and Select Prompt to search and select individual projects using keywords.

Project

Based on the project prompt type specified, select the project(s) to include in the report from the project list or using keywords.