How To: Methods to Search for In Progress Projects

Methods to Search for In Progress Projects

Please review the following instructions for help on how to search for In Progress projects using different Unanet search methods:

Project Advanced Search
Project Grid
Reports
Publisher.

For all search methods, you may adjust your filters and other search parameters required to pull the results needed. As a general rule of thumb, please note the following differentiation between In Progress and Complete projects.

For In Progress projects, we factor in all projects that are less than or equal to 94% complete.
For Completed projects, we factor in all projects that are greater or equal to 95% complete.

Status

Percent Complete

Notes

In Progress

Less than or equal to 94%

Projects in this percentage range are considered to be in progress.

In Progress
(Not Started)

Projects with a 0% percent complete may actually be a null/blank variable because the system was unable to calculate an actual percentage when the CMiC budget and schedule has not been uploaded. If there is no schedule to reference, then there is no way to auto-calculate a percentage which then creates a null variable. If you are creating reports where some projects appear to be left out, it could be because the project has not started and there is no actual percentage (i.e., null/blank) listed.

In Progress
(Not Financially Complete)

100%

If the status is still in progress but shows a percentage of 100%, there may be some open financial commitments (e.g., subcontractor/client payment, warranty claim, etc) that is still underway.

Complete

Greater than or equal to 95%

Projects in this percentage range are considered to be complete. This may include construction and/or financially completed project.

Method 1: Project Advanced Search

Click on the Quick Search box.
Navigate down to the Advanced Search section and click on Projects.
- Important Note: Since Advanced Search does not allow for multi-selecting departments, please keep in mind the results only includes Regular and Main projects.
Select the following parameters.
1. Division/Office: select the applicable Division (e.g., Atlanta)
2. Schedule Status: In Progres
3. Percent Complete:<= 94 (do not include the % symbol)
 - Some projects that are In Progress with a 0% completion may NOT be included in the report if the project has not yet started.
 - When the budget and schedule information have not been uploaded to CMiC, the system pulls in a "blank" or "null" variable which defaults to 0% in Unanet.
 - While these projects indicate 0%, the projects will not display if you are filtering using a Percent Complete search parameter.
If other parameters are needed, enter all filters desired and click on Search.
You may export the list of projects to an Excel sheet.

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Method 2: Project Grid

Click on the the Projects module.
On the upper right hand corner, click on the Filters button.
Optional: If you would like to save the filter for future use, check off the Save Filter box and give your filter a name.
- Important Note: Percent Complete is currently not an available drop down.
  - However, you can sort by ascending/descending order after generating your results.
  - Please bear in mind there isn't currently and Export to Excel feature so you'll only be able to view the list of projects within the Project Grid itself.
Select the following parameters.
1. Division/Office is Any Of the applicable Division(s) (e.g., Atlanta)
2. Department is Any Of Building or Special Projects
3. Project Status is Any Of In Progress
If other parameters are needed, enter all filters desired and click on Apply & Save.
Sort the Percent Complete field by ascending or descending order to focus on the project records less than or equal to 94% complete.

Method 3: Reports

Click on the Reports module.
In the Reports table of contents, click on Project to narrow down the list of project-related reports.
Click on the All Reports tab.
Search for the template report named 00-TEMPLATE-SB Work In Progress Projects <95% Complete and then click on the customize icon.
This is a good opportunity to add/remove any fields you wish to see on the report.
(OPTIONAL) In the Boolean section, if you also wish to include projects that are In Progress that may not have actually started (0% completion - see red note in Method 1), please ensure you include the following parameter:
- Boolean: OR...Percent Complete...Equals...0
At minimum, the following filters need to be updated during the Advanced Filters section on the next page.
- IMPORTANT NOTE: Please expand all Advanced Filters sections to ensure no extraneous variables have been selected, or update the filters for your specific search parameter.
- Division/Office - select the applicable Division(s) (e.g., Atlanta)
- Department - Building, Special Projects (please remove these parameters if you are also looking to include Self-Perform or any other departments)
Scroll down and click on Save and Continue to generate the report.
Once the report has loaded, scroll all the way to the upper right hand side of the report and Save Report for future use.
- After you save the report, you can always refer to the same report for an updated list of In Progress projects as the report is dynamic and not static.
- You may also use an existing report to create a Publisher Project List which is covered in Method 4.

Method 4: Publisher Project Lists - Existing Report

Using Existing Report
1. Click on the Publisher module.
2. Click on Create Document and then click on Project List.
3. Give your Project List a name (e.g., Atlanta_In Progress Projects) and click Save.
4. Under the Selected Layout section, click on Select to choose a Project List template desired.
5. Within the Project List Generation section, click on Project Reports and click Save.
6. A drop down will appear for you to select an existing Project Report.
 - The list of reports are listed in alphabetical order so scroll down to find the report you are looking for.
 - In this example, we will select the report generated from Method 3: Atlanta In Progress Projects.
7. Click Save.
8. After the list of projects have populated, click on Generate Document on the upper left hand corner of the Publisher document.
9. Once the document has loaded, you may download a Word or PDF file of the project list.
 - Important Note: Project Lists are only meant to be shared internally and not externally (e.g., Clients) as it may contain confidential information or fields with missing information.
 
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Using Project List Criteria (Advanced Search)
1. Click on the Publisher module and search for the existing Project List document you would like to use.
2. In this example, we will use the document created in Method 4: Atlanta_In Progress Projects.
3. Within the Project List Generation section, click on Project Reports and click Save.
4. Within the Dynamically Generated Project List section, click on Delete All in the right hand corner to clear the results from the previous Project Reports search.
5. Within the Dynamically Generated Project List section, click on Search.
6. Using the Project Advanced Search, select the following parameters
 - Division/Office: select the applicable Division (e.g., Atlanta)
 - Schedule Status: In Progress
 - Percent Complete: <= 94 (do not include the % symbol)
7. If other parameters are needed, enter all filters desired and click on Search.
8. All projects that meet the criteria will display on the screen.
 - Check off all the projects you wish to include on your project list report. Click Save.
9. After the list of projects have populated, click on Generate Document on the upper left hand corner of the Publisher document.
10. Once the document has loaded, you may download a Word or PDF file of the project list.

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