This section demonstrates how to create a Cost Plan Report within UniPhi via a document template. The document template has been designed to draw upon information stored in UniPhi so that content is populated automatically. As this is a sample cost plan report, it may look different to your own reports, and is included here for demonstration purposes only. You may choose to tailor your own Cost Plan Report to meet your own specific needs.
Creating a simple report
Once you have imported and quality assured the cost plan, the cost plan report can be generated from within UniPhi’s document system. UniPhi has been configured by the system administrator to produce a variety of cost plan reports from the one template. To begin the process, select the project you wish to generate the cost plan report for. Click on the Documents module and click “New”
Select Cost Plan Report from the template list. Your project will automatically be selected. Give the document a name. The document name usually appears in the title page of the “Coversheet” stylesheet. Note version numbers will be managed automatically.
Click Create and you will see the following checklist of steps particular to your cost plan template for your business.
Commentary will be captured in a rich text box.
Please refer to our Rich Text Editor user guide articles for a breakdown of all the features.
Other Template Controls
There are 38 different template controls that pull information into a document dynamically. The main ones used for cost plan reporting are listed below
The cost plan table can be used for a variety of outputs. As can be seen from the filters, the depth of the elemental structure can be altered as well as the ability to compare to a previous version with detailed variance analysis dynamically populated. If there are sub project or child project cost plans the summary of each child can be displayed by selected level 1 as the depth. Selecting the lowest level will bring in the entire cost plan which is great for appendices.
Budget Graphs
The graph template control allows you to add as many graphs as you wish to a document step. The list of graphs that can be added are in the screenshot below:
Selecting the “Budget by Version” graph click “Add” will display the following screen:
The various options can be selected that allow for different views. For example, multiple versions can be selected from the budget version drop down; the elements that are compared can be selected from the depth and etc. It is generally advisable to either display the graph at 50% or at 100% with a commentary box as the end PDF graph will be very large if left at 100%.
When the filters are changed you need to click on the “Update” icon to update the information in the graph.
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