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How to Create a Custom Contract Management Report or Form Within BI Publisher (Doc ID 1458950.1)

Last updated on MAY 12, 2021

Applies to:

Primavera Contract Management - Version 14.0 and later
Information in this document applies to any platform.

Purpose

This document can be used to assist in the creation of new Primavera Contract Management (CM) reports and forms based on the default reports and forms provided with the installation media.

Scope

This document is intended for the Primavera Contract Management reporting administrator.

Note: The limited-use license for BI Publisher that is provided with Contract Management does not allow for the editing of reports and forms (or Letter templates). You will need a full BI Publisher license in order to have contractual permission to edit reports and forms (or create Letter templates). If you are unsure of your license type, please speak with your Sales Representative.

Details

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In this Document
Purpose
Scope
Details
 Method 1: Create a New Report from Scratch
 Method 2: Use 'Save As' from within an Existing Report (Recommended)
 Method 3: Make a Copy of a Report's XDO Folder within the File System and Rename it
 Import your New Report into Contract Management to Make them Available to Users

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