Contents

Overview of Anterra Pivot Grids

Overview of Anterra Pivot Grids

Anterra Pivot Grids allow Anterra users to create and save their own reports.  When a grid is saved by a Grid Administrator as a “Shared Grid” all users with access to the menu item will see the grid.   Any user can create their own grids and save them under “My Grids”

When you create a grid, the following settings are “Persisted” or saved:

• The grid parameters (except for date)
  
• The visible columns
  
• Column grouping (pivoting)
  
• Column width
  
• Any filters you apply (i.e. Revised Contract Value > $1 million)
  

Currently the Anterra Pivot Grids that are available are:

• Margin Gain Erosion 
  
• Final Margin Analysis
  
• Project Cost Score Card / Cost at Cost Code Level / Cost at Transaction Level
  
• Project Commitments / Commitment Cost Code Level / Commitment Transaction Level
  
• Forecast Cost at Transaction Level
  
• Action Items – Procore and Anterra AR 
  
• Labor Cost Reporting /Cost Code / Transaction
  
• AR Aging 
  
• Commitments
  
• Service Management Work Order Profitability
  
• Service Management Agreements
  

Steps to create and save a Anterra Pivot Grid

1. Select your Parameters
   

Parameters on Anterra Pivot Grids can be changed using the dropdown menus above the report.  The report date can be changed by clicking on the calendar icon and clicking on a date or by entering a date in the date field. The report will reload and be filtered based on your selection.  Note that the default date for grids is either Today or Last Day of Last Month, the date you select will not be saved with the grid as it should be dynamic.

2. Apply Filters and Sorting
   

To filter a column in the report, click the ellipsis (3 vertical dots on) on the column that you are choosing to sort. In this example I have chosen to filter the project name column. Click the arrow to select how you want to filter the report.

In the example above, I have chosen to filter by “Contains” which means it will show many anything that has the word or phrase I have chosen. In this example I didn’t know the exact job name so I entered “Office” when the report runs list all projects that contain the word Office in them:  

Note the column that is filter will have the yellow highlighted ellipsis.

3. Adding and Removing Columns on a Anterra Pivot Grid
   

To add or remove a column simply click on the ellipsis of any of the columns that are in that report and scroll down to “Columns” on the menu and click the arrow.  

You will see a list of all the columns available that can be added/removed on the grid.  The checked columns are already visible on the grid, you can make a column visible or not visible by checking / unchecking the box beside it.  Once the column appears you can drag it to the location you chose on the report and then save your setting when you leave it if you want it the report to appear that way next time you run it.

In the example below, I am going to add Job to Date (JTD) Committed Costs and remove JTD Hours.

Now on the report you can see that JTD Committed has been added.  

4. Moving columns 
   

To move a column’s location on a report simply click your mouse on the column and drag it to the desired location on the report.  In this example the Remaining to Commit % column is moved next to the JTD Committed column

5. Grouping / Pivoting Columns
   

You can group a Anterra PivotGrid grid like a pivot table by dragging a non-numeric column header(s) to the row above where it says “Drag a column header and drop to group by that column”.  In this example we want to group by Project Manager.  Pivoting by Project Manager will now group the jobs under each project manager and subtotal their results.  This allows for easy comparisons and assessment of risk.  

The report is now grouped by Project Manager.  To remove the grouping click on the X on the Project Manager column as seen below.

6. Sorting Columns
   

You can sort any column by clicking on its title – you can sort 1 column at a time. To sort ascending you click the column title once, twice for descending and a third click will un sort the column sorting.

7. Exporting a grid to Excel
   

The reports can be exported to Excel into by clicking on the excel tab.  It will launch the in excel and may ask you to enable editing before the data loads depending on your browser.  

8. Saving a Anterra Pivot Grid 
   

Once you have made your changes to the report you have the option to save those settings so you can re-run the report quickly with all your desired settings.   To save go to the upper right-hand corner of the grid and click on the Save Icon.

Available Report Inventory

To see the saved versions of a Anterra Pivotgrid that are available to you click the arrow filter on the far righthand side of the report and the drop-down list of reports will appear. 

Notice that there are two sections Shared Grids and My Grids.  Shared Grids are reports that the administrator has made available for you.  Those reports can be modified while you are in them, but when you go to save your changes you can only save those under the “My Grids” section of the drop down.  It operates like the “Saves As” functionality in Microsoft Excel or Word.  Under My Grids you will see the By Project Manager report that we just created.  You can create multiple versions within any of the Anterra Pivot Grids that are available.  To launch your save report simply click on the report version you want to run.  

Note that when you got to leave the report or run a different version the system will prompt you to save your changes.  If you don’t want to save them simply hit discard button and it will revert to the previous version.