The Project Setup Report is a one-page report that provides information on the initialization of a range of projects.

It contains data on a variety of setup screens on the Manage Project User Flow screen. Although most of the information is self-explanatory, some of the data merely alerts you that a feature has been activated and that an additional screen may be required to review the specifics.

You can group this report by Project, Organization, Project Manager, Project Type, and Project Classification. You can include inactive projects.

You can print the report for any level of the project tree, but the information prints on the report only if it has been set up at that level. For example, if revenue has been set up at the second level and billing has been entered at the third level, printing the report at the second level excludes the billing information from the report. An exception to this printing rule is modifications, which sum up from the lowest level of the project tree and are printed at the level entered and at all higher levels.

You may find it helpful to print this report, at each level necessary, for each project and retain it in an easily accessible place. Print this report after you have initialized a project or whenever any of the information has changed.