ESF Contracting Report in PICSWeb

Owned by Joe Robson (Unlicensed)
Nov 25, 2022
3 min read

The ESF Contracting Report produces a list of ESF Funding Items that meet the specified criteria.

Report Options

The following customisation options are available:

  • Contracts – Here you can restrict the report to ESF Items linked to specific Contracts. Choosing a contract from the drop-down menu will add it to the field. You can add multiple contracts to the field and remove any added ones by selecting the X icon. The following contract options are available:

    • Any Of – This will restrict the report to items that have at least one of the specified contracts linked.

    • None Of – This will restrict the report to items that do not have any of the specified contracts linked.

    • Is Blank – This will restrict the report to items with no contracts linked.

    • Not Blank – This will restrict the report to items with at least one contract linked.

  • ESF Contract Numbers – Here you can restrict the report to specific ESF Contract Numbers. You can add multiple numbers to the field and remove any added ones by selecting the X icon.

  • Effective From and To – Here you can specify the date range that will determine which ESF Items are included in the report, measured by their Effective date. You can either choose a Fixed Date and choose the relevant dates from the calendar date selector, or choose one of the relative values such as Today, Start of Week, Start of Month or others. If you choose a relative value, it is possible to add a positive or negative Offset value, which will adjust the date by the specified number of weeks. For example, choosing End of Week with a +1 Weeks Offset value will run the report from the end of the next week.

  • Deliverable Types – Here you can restrict the report to specific Deliverable Types. You can add multiple types to the field and remove any added ones by selecting the X icon.

  • Cost Types – Here you can restrict the report to specific Cost Types. You can add multiple types to the field and remove any added ones by selecting the X icon.

  • Reference Types – Here you can restrict the report to specific Reference Types. You can add multiple types to the field and remove any added ones by selecting the X icon.

  • Sites – Here you can restrict the report to items linked to specific Sites. You can add multiple sites to the field and remove any added ones by selecting the X icon.

  • Subcontractor – Here you can restrict the report to items linked to specific Subcontractor Organisations. You can add multiple subcontractors to the field and remove any added ones by selecting the X icon.

  • Qualification Plans – Here you can restrict the report to items with specific Qualification Plans linked. Choosing a plan from the drop-down menu will add it to the field. You can add multiple plans to the field and remove any added ones by selecting the X icon. The following plan options are available:

    • Any Of – This will restrict the report to items that have at least one of the specified plans linked.

    • None Of – This will restrict the report to items that do not have any of the specified plans linked.

    • Is Blank – This will restrict the report to items with no plans linked.

    • Not Blank – This will restrict the report to items with at least one plan linked.

  • Include Dormant – If this is ticked, items that have been set as Dormant will be included in the report.

Report Output

The ESF contracting report consists of a single sheet listing all matching ESF funding items. Along with the core item details, any Optional Fields chosen when building the report will be included as additional columns.