Construction Financials In-App Report Generation Overview

Purpose

Users can download two Construction Financials grids directly from Built as Excel or PDF files: the Change Orders grid, as a formatted change order log, and the Project Budget.

Previously, there was no way to export change order data from Built, so teams kept a separate change order log and re-entered approved change orders by hand. The Project Budget could only be downloaded as an Excel file. With this release, users produce lender-ready change order and budget documentation without leaving Built or reformatting data.

Key Features

1. Change Order Log download: A Download button on the Change Orders grid exports change order data as a formatted log. It is available on a commitment's Change Orders tab and on the project-wide Change Orders grid.

2. Excel or PDF format: Both the Change Order Log download and the Project Budget download let users choose Excel (.xlsx) or PDF (.pdf).

3. Budget exports that match your view: The Budget download panel's Column Selection (Current Columns or All Columns) applies to both formats, so an export can include only the columns currently in view.

Target Users

• Change Order Log download: Owners, General Contractors (GCs), and Subcontractors working in a commitment's or project's Change Orders grid.

• Project Budget download: Owners and GCs working in a Project Budget.

How It Works

Download a Change Order Log

1. Open the Change Orders grid you want to export. For all change orders on a project, select Commitments in the project's left navigation, then the Change Orders tab. For a single commitment, open the commitment and select its Change Orders tab.

2. Select Download, located to the left of Add Change Order.

   

3. Choose Excel (.xlsx) or PDF (.pdf). The file downloads to your computer.

   

What's included. The log contains the rows currently shown in the grid and every grid column except the actions column:

• Project-wide Change Orders grid: Status, Change Order #, Description, Trade Partner, Commitment ID, Change Order Amount, Adjusted Commitment Amount

• Commitment Change Orders tab: Status, Change Order #, Description, Commitment ID, Change Order Amount, Adjusted Commitment Amount

Note:

• Searching the grid narrows the download. If you enter a term in the Search box before selecting Download, only the matching rows are included in the file. Clear the search first to export every change order.

The PDF is titled "{Project or Commitment name} - Change Order Log," and the file is named ChangeOrderLog_{name}_{timestamp}.

Download the Project Budget

1. Open the project's Budget.

2. Select the download icon in the budget toolbar to open the Download panel.

3. Under Column Selection, choose Current Columns to include only the columns currently in view, or All Columns to include every budget column.

4. Under Download Format, choose Excel (.xlsx) or PDF (.pdf).

5. Select Download File.

Note:

• Utilizing saved views allows you to customize the generated report.

The download covers the current project’s budget only.

Benefits

• One source for change order data: Users no longer maintain a duplicate change order log outside Built.

• The right format for each audience: Users share PDFs with lenders and back-office teams, or work in Excel, from the same download.

• Exports that match the work: Budget downloads can include just the columns in view instead of every column.

• Less rework: Users skip re-keying and reformatting data before sharing it.

Best Practices

• Set up your budget view before downloading. Switch to the saved view or column layout you want, then choose Current Columns so the export matches what you see.

• Use All Columns for a complete budget. Choose All Columns when the recipient needs every budget column, regardless of your current view.

• Check your search before exporting a change order log. An active search limits the download to the rows it returns, which is useful for a targeted log and easy to overlook when you want the full one.