Introduction
The Project List Report provides a searchable table of projects in your account, including project details, assigned contacts, change history, and access permissions. This report is ideal for operations audits, DOT access reviews, and user assignment checks.
Navigation
To access this report:
Go to: CMS > Project Reports > Project List Report
Use This Report To:
View active or inactive project lists
Filter by project type or name
Show project foreman, superintendent, and PMs
View project change history and access
Export project data for internal use
Filters & Display Options
Section | Filter | Description |
Display Options | Project Status | Choose Active, Inactive, or Both |
| Project Type | Select a type (e.g., Paving, Dump, Plant) |
| Project | Search a specific project name or number |
| Generate Report | Click to apply selected filters |
Optional Columns
Check any of the following to customize your table:
Project Category
Location Name
Display Status
Display Status Note
Custom Status Name
Address, City, State, Zip
Phone Number
Estimated/Bid Haul Cost
Target Tons
Phase Code
Scale Ticket Email
Scheduled Start / End Dates
Project ID
Company
🔄 Use Reset Default Optional Columns to return to the default view.
Change Log (Audit Trail)
Click the blue "View" button under Change Log to see when a project was created or modified.
Click the chevron (▾) on any entry to see which fields were changed.
Entries show user, action, and timestamp.
Project Access
Click the Audit button in the Project Access column to open a quick view of which users have access to the project.
Includes DOT user flags and the reason for access (e.g., View All Shifts ACL or manual grant).
Export Options
Print Table – For PDF or print-friendly formats
Download CSV – Raw data output
Excel Formatted CSV – Cleaner format for Excel use
