Project estimates report (ProjEstimateList)

  • Article

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to view and print estimates by estimate date and period code. You can select to include the status of the project estimates and any warnings for an estimate on the report.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Period code

Select the period code. The period code that you select determines the start dates that you select in the Estimate date field.

Estimate date

Select a date for the estimate projects that you want to include on the report.

Note

If you do not select an actual start date that is applicable to the selected Period code, the report will be empty.

Included warnings

Select whether to include warning types on the report from the following options:

  • Nothing to print – No report is created and nothing is displayed.

  • Exclude warnings – A report is created. However, no warnings are included on the report.

  • Include warnings– A report is created and warnings are displayed.

  • Only warnings – A report is created, but only warnings are displayed.

Note

The following conditions are displayed as warnings on the report:

  • A percentage of completion larger than 100 percent.

  • A percentage of completion less than 0 percent.

  • A negative amount in the remaining estimate column.

  • An estimate that has no corresponding contract amount.

  • An estimate that has no cost estimate attached.

Included estimate status

Select the estimate statuses to include on the report.

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

ProjEstimateList

Location of report in the AOT

SSRS Reports\Reports\ProjEstimateList

Menu item of the report

ProjEstimateList

Navigation to the report

Click Project management and accounting > Reports > Estimates > Project estimates.

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjEstimateListDP.processReport

  • ProjEstimateListTmp table

Note

To determine where the data in the temp tables comes from, view the cross-references for the ProjEstimateListDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).