Project Manager Report

Yahoo Archive
1
I developed a dashboard that does pretty much exactly what you're
requesting. The net effect of this dashboard is that a project engineer
can quickly see all status of materials in a format they need by
rearranging columns listed below. The same query & dashboard can be
used for purchasing and our parts expediter to verify nothings getting
missed on a regular basis. Our shop floor foreman and project
schedulers are also using this dashboard with the fields they need moved
to the front. In addition, using calculated fields I color code when a
PO is within one week of being due it goes yellow (1), overdue it's red
(2) and otherwise green (0).



It's an extremely handy dashboard that is used all across the company,
hope this makes some sense.



Here's the query:

for each JobMtl where ( JobMtl.IssuedComplete = false AND
JobMtl.PartNum <> 'misc') no-lock , each JobHead where (
JobHead.JobComplete = false AND JobHead.JobEngineered = true AND
JobHead.JobReleased = true) and (JobMtl.Company = JobHead.Company and
JobMtl.JobNum = JobHead.JobNum) no-lock , each PORel outer-join where
(JobMtl.Company = PORel.Company and JobMtl.JobNum = PORel.JobNum and
JobMtl.MtlSeq = PORel.JobSeq) no-lock , each POHeader outer-join where
(PORel.Company = POHeader.Company and PORel.PONum = POHeader.PONum)
no-lock , each Vendor outer-join where (POHeader.Company =
Vendor.Company and POHeader.VendorNum = Vendor.VendorNum) no-lock .



Basically I linked the following tables:

JobMtl - JobHead

JobMtl - PORel - Outerjoin

PORel - POHeader - Outerjoin

POHeader - Vendor - Outerjoin



I then put the following filters in:

JobMtl.IssuedComplete=false

JobHead.JobComplete=false

JobHead.JobEngineered=true



From there I grabbed a lot of fields to display:

JobHead.Plant

JobHead.JobNum

JobMtl.MtlSeq

JobMtl.PartNum

JobMtl.Description

JobMtl.BuyIt

JobMtl.Direct

PORel.Confirmed

PORel.PONum

Vendor.VendorID

PORel.DueDate

PORel.PromiseDt

PORel.RelQty

JobHead.StartDate

JobHead.DueDate

JobHead.ReqDueDate

JobMtl.RequiredQty

JobMtl.IssuedQty

PORel.ReceivedQty

JobHead.PartNum

JobHead.PartDescription

JobHead.PersonList

PORel.OpenRelease

JobMtl.RFQStat

JobMtl.RFQNeeded

JobMtl.RFQNum

JobMtl.RFQLine

JobMtl.RFQVendQuotes

JobMtl.MfgComment



I also created some calculated fields to color code the dashboard based
on the results:

PODirect (If (JobMtl.Buyit = false) then 0 else if (PORel.OpenRelease)
then 0 else 1)

PODWarn (if (date(PORel.DueDate) < TODAY + 7) then 0 else if
(date(PORel.DueDate) < TODAY) then 1 else 2)

PORWarn (if (date(PORel.PromiseDt) > TODAY + 7) then 0 else if
(date(PORel.PromiseDt) > TODAY) then 1 else 2)

POQty (IF (PORel.RelQty > 0) THEN IF (PORel.RelQty < JobMtl.RequiredQty
- JobMtl.IssuedQty) THEN 2 ELSE 0 ELSE 0)





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of smithjennifer79
Sent: Wednesday, November 05, 2008 11:45 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Project Manager Report



I am not sure if anyone has this and is willing to share but I am
looking for a report that my project managers could use. I would like
to be able to sort by job; see all material grouped preferably by
purchases, not purchased, stock or make direct. Then display info
related to the material. If it's purchase direct is there a PO yet?
if so what's the PO number? who's the vender? has it been received
yet? etc. If it's stock do we have it on-hand? If not, have we
ordered more yet? If so, same as above vendor, received, etc. I have
been trying to build one myself but I'm not experienced enough. If
you want to trade I do have many other reports that I would be willing
to share.

HELP!!
Jennifer





[Non-text portions of this message have been removed]
2
I am not sure if anyone has this and is willing to share but I am
looking for a report that my project managers could use. I would like
to be able to sort by job; see all material grouped preferably by
purchases, not purchased, stock or make direct. Then display info
related to the material. If it's purchase direct is there a PO yet?
if so what's the PO number? who's the vender? has it been received
yet? etc. If it's stock do we have it on-hand? If not, have we
ordered more yet? If so, same as above vendor, received, etc. I have
been trying to build one myself but I'm not experienced enough. If
you want to trade I do have many other reports that I would be willing
to share.

HELP!!
Jennifer