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Change mgmt Log GI/Report


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  • Semi-Pro II
  • 218 replies

Hello all,

Do we have an GI or Report for check out the logs for Change Management? 

Thanks.

Best answer by mike.gillum

@Harry ,

Thanks for the question. I typically setup a dashboard widget on the project manager or project overview dashboard that shows a Change Management Log. I use the GI, Revised Contract vs Approved CO to populate the widget. There are a couple of other GI’s that could work for this as well. Here are a couple of screenshots:

 

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mike.gillum
Acumatica Moderator
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  • Acumatica Moderator
  • 92 replies
  • Answer
  • June 14, 2024

@Harry ,

Thanks for the question. I typically setup a dashboard widget on the project manager or project overview dashboard that shows a Change Management Log. I use the GI, Revised Contract vs Approved CO to populate the widget. There are a couple of other GI’s that could work for this as well. Here are a couple of screenshots:

 


iqraharrison
Captain II
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  • Captain II
  • 525 replies
  • June 14, 2024

@Harry i dont believe there is an existing GI that would produce a CO log for you but you can export the list of change orders to excel.  I’ve shown this option to a few clients and it was helpful.  

if you have the sales demo dashboards, you should already have the CO log Mike’s referring to but if you don’t, here’s the XML for the GI


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