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Welcome to PMG Support

Project History Report

PMG Support
  • Updated

The Project History Report can be accessed on the "Select Report" list on the Standard Reports interface.

Function

The Project History Report lists each project version across all STIPs.

AK STIP Manager Updated Project History Report.png

Generate the Report

Since the Project History Report lists each project version across all STIPs, the STIP and Revision filters will be disabled as they do not apply when this report is run. The user will be able to filter the report using the following fields. The report can be run without these fields being filled, but it will include all Need IDs, regions, MPOs, place names, and programs.

Field Used To...
Need ID Textbox Enter the Need ID in whole or in part.
DOT Region Dropdown Select a region to filter the report data; holds all values in the DOT Region code list.
MPO Dropdown Select an MPO to filter the report data; holds all values in the MPO code list.
Place Name Dropdown Select a place name to filter the report data; holds all values in the Place Name field list.
Program Dropdown Select a program to filter the report data; holds all values in the Program code list.

Once these fields are satisfactorily filled, the user can click an output type: "Open as PDF" or "Open in Excel."

Report Format

The report will open in the corresponding output format (PDF or Excel) and will be grouped by region and sorted by Need ID in ascending order, if more than one Need ID exists. The report will be broken up into two main areas for each project entry: Project Header and Project Table.

Project Header

The Project Header will include the following information.

  • Need ID: This is the STIP Identifier for the project from the Project Detail tab.
  • Project Title: The latest name for the STIP project as shown on the Project Detail tab.
  • Created Date: This is the earliest Initiated Date found across all STIPs for the project.
  • Added to STIP: This is the earliest Approval Date found across all STIPs for the project and the STIP name associated.
  • Name Change: This is a Yes/No flag to indicate whether the Project’s Title has ever been modified across all STIPs. A Y indicates Yes, a N indicates No.
  • Description Change: This is a Yes/No flag to indicate whether the Project’s Description has ever been modified across all STIPs. A Y indicates Yes, a N indicates No.
  • Project Status: This will read "Please use NID Obligations Report."
  • Initial Estimate: This is the earliest Estimate value found across all STIPs for the project.
  • Approved Estimate: This is the approved Estimate value found in the Active STIP.
  • Latest Estimate: This is the latest Estimate value found in the Active STIP.
  • Current Change: This value is the Latest Estimate minus the Approved Estimate.
  • Total Change: This value is the Latest Estimate minus the Initial Estimate.

Project Table

The report contains a project table for each STIP and Version/Revision that the project was modified in, including the original version for each STIP and the pending version (if applicable). Each project table will include the following fields.

Field Description
STIP The Name and Version of the STIP that corresponds with the Project table (example: 2023 – 2026 Revision 2).
Need ID The STIP Identifier for the project from the Project Detail tab.
Project Title The name for the STIP project.
DOT Region The DOT Region associated with the STIP project.
Program The default Program associated with the project.
Census County The Census County associated with the project location.
Place Name The Place Name associated with the STIP project.
Location Name The Location Description entered on the Project Detail tab.
Work Type The Work Type associated with the project. If multiple Work Types are found, they will be reported as a comma separated list.
Bridge IDs The Bridge ID; this field will only be filled if the location type is a bridge.
Phase The name of the work phase associated with the funding record.
Fund The abbreviation of the funding category associated with the funding record.
FFY Window Years The funding amounts for the specified record by Phase and Fund.
Remaining The funding amounts for a project that appear after the last year in the reported STIP.
Description The Description for the STIP project.
Change Comments A comment documenting the reason for the change.

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