The Project Schedule to Date report provides a summary of planned project activity across current and future STIP years, broken out by phase and year, so users can see when each project phase is scheduled over time.
Filters
Once the user selects the Project Schedule to Date report in the "Select Report" list, these filters will appear:
| Filter | Description |
| From STIP Year | A textbox where a year within the STIP window can be entered as the "From" date; required. |
| To STIP Year | A textbox where a year within the STIP window can be entered as the "To" date; required. |
| District(s) | A multi-select list of all Districts. |
| MPO(s) | A multi-select list of all MPOs. |
| Project Status | A multi-select list of approved project statuses. |
| Project Owner | A picklist of project owners. |
| Project Sponsor | A picklist of project sponsors. |
| Project Contact | A picklist of project contacts. |
| Project Tag | A picklist of items in tags. |
| Grouped Project Status | A picklist with three options: Individual, Grouped, and Either. This filter is required. |
| Group Type | A picklist of two options: Program and Fund Source. This filter is required. |
| Group Name | A multi-select list of either Programs or Fund Sources; the options here are based on the Group Type selection. |
| Revision | A picklist of all revisions associated to the STIP/TIP selected in the STIP/TIP Selection picklist. |
Generate the Report
To generate this report, the user can follow these steps:
- Click "Project Schedule to Date" in the "Select Report" list (left side).
- Select a value in the From STIP Year, To STIP Year, Grouped Project Status, and Group Type fields.
- Fill the other fields-- District(s), MPO(s), Project Status, Project Owner, Project Sponsor, Project Contact, Project Tag, and Revision-- to filter the report results if desired (OPTIONAL).
- Click the "Submit" button.
If the user wishes to change the STIP/TIP before running the report, they can navigate to the STIP/TIP Selection picklist on the Main Menu. To export the report, the user can click the export icon (), then choose the export type (PDF, XLSX, DOCX).
Output
The resulting report will display the selected Date Range, District(s), and MPO(s) at the top of the report. The report will be grouped by STIP Year and Program, and each grouping will be specified by these columns: Key Number, District, Program Year, Program, Program Name, Project Status, Agreement Sponsor, and Programmed Amounts by Phase.
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