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Update Custom Project Summary Report to v20 Format

Overview

 

If you have a customized Project Summary report created prior to v20, this article will show you how to upgrade the report to v20 format, e.g. to group by Labor Type vs. Phase. 

Resolution

 

This must be done in SI v20.

 

  1. In the Standard Report Designer, open your customized version of the Project Summary report.
  2. Click the grpLaborSummaryHeader section to select it and then click Ctrl + A on your keyboard to select all objects in this section of the report:

 

grplaborsummary section.png

 

  1. Click the delete button your keyboard, and then OK on the following prompt confirming the deletion of the selected fields:

 

confirm delete.png

 

  1. Drag a SubReport control from the ToolBox to the "grpLaborSummaryHeader" section:

 

drag subreport.png

 

This SubReport control will expand the height of the section:

 

expanded field.png

 

  1. Re-size the SubReport control and re-size the "grpLaborSummaryHeader" section as needed, then right-click the Subreport control and select Bind to D-Tools Report:

 

bind to report.png

 

  1. Select the "Project Summary Labor Type Sub Report" report and click OK:

 

select report.png

 

  1. Click the Script tab at the bottom of Standard Report Designer interface:

 

script tab.png

 

  1. Add the following variable to the script as shown below: Dim isBindLaborTypeSubReport As Boolean = False

 

added variable.png

 

  1. Replace the grpLaborSummaryHeader_Format event script with the script in this attachment.

 

grplaborsummary format section.png

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