Creating and Printing IRA item reports

Individual item reports can be created and printed, both with and without item transactions. These can be created in Word and Excel. If creating multiple item reports at the same time, Excel is recommended as this method will allow for a user to ‘Select All’ project items, which will create a new tab/worksheet for each item, but within the same Excel document.

This feature requires that the package ‘mn-item-record-account’ is installed via Administration>Packages.

1. From the Contract Menu, select ‘Contract and Project Details’

2. Click on ‘Details’ next to the project

3. Under the section ‘Project Item Office Templates’, click on an option. As a reminder, Word documents will create one item per word document, whereas using the Excel option will create a new worksheet/tab for each item, all within the same document.

4. Select a single item, multiple items, or click on ‘ALL’ to create a document for all items within the project.

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