Hi, Vikki:
If you are conversant with Report Designer, you can build it and export it (except that you have to export .csv and convert.
And...it is TEDIOUS, but you can continue to enhance it until it does what you want. Your consultant might be able to do it faster.
Also, do you know that all your inquiries go DIRECTLY to Excel? This saves an enormous amount of time. You have to manipulate in Excel, but you have to do that anyhow, and it's a whole lot easier than the .csv route. It's a binary Excel file; only a minor annoyance.
An investment in 1 use of Inquiry designer and some training in same is worth it!
Since you still need someone from ops to give you good (sic) estimates, the inquiry you design can be dumped right into Excel from the inquiry screen and your PMs and Estr's can send it back to you with the data in the format you need for your WIP, in whichever format you start your compiling.
Have at it!
Regards,
Dan
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Daniel DiNardo CCIFP
Daniel J DiNardo CPA
Penn Valley PA
(610) 664-4385
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Original Message:
Sent: 01-21-2015 16:09
From: Vikki Grinnan
Subject: Work in Process Schedule
This message has been cross posted to the following Discussions: Philadelphia, PA and General Inquiries .
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Is anyone aware of a software product that is compatible with Timberline/Sage that will download info and prepare a WIP schedule and then roll it over that data each month?
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Vikki Grinnan
Chief Financial Officer
HSC Builders & Construction Managers
Exton PA
(610) 280-0200
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