*Report with the new standard
| Report | Description | Last Update | File | Plan |
|---|---|---|---|---|
| Bid Comparison* | Compare bids from several suppliers on the same project. | 2026-07-05 | Submission comparison V2.0.xlsm |
Advanced Enterprise |
| Bid Form* | File generated from Aidi for sharing with suppliers. The suppliers can submit their detailed price through this file. | 2026-06-11 | Bid form V4.4.xlsm |
Essentials Advanced Enterprise |
| Budget | Extracts all budget information from a budget version into an Excel file. | 2025-05-14 | Budget V2.1.xlsm |
Essentials Advanced Enterprise |
| Cost Summary with Taxes | Extracts the contents of the Cost Summary screen into an Excel file, which also allows you to select one of the tax groups to be displayed. | 2025-03-06 | Cost summary with taxes V3.3.xlsm |
Essentials Advanced Enterprise |
| Contractual Modifications* | Extracts the list of contractual changes associated to project purchase orders. | 2026-07-09 | Contractual modifications V3.4.xlsm |
Advanced Enterprise |
| Declarations and discharges* | Allows the extraction of declarations and releases related to one or more projects. | 2025-08-04 | Declarations and discharges V1.4 |
Advanced Enterprise |
| Earned Value | Tool for estimating and comparing project progress and cost against planned progress over time. | 2024-11-21 | Earned Value V1.2.xlsm |
Advanced Enterprise |
| Financing Account Overview | Displays the project's financial information (similar to the Cost Summary) by financing accounts. | 2024-11-21 | Financing account overview V1.1 |
Advanced Enterprise |
| Framework contracts overview | This report tracks costs related to framework contracts. | 2024-11-27 | Framework contract overview V1.0.xlsm |
Advanced Enterprise |
| Multi-Project Dashboard | Consolidates financial and contractual information as well as project schedule elements associated with a master project | 2025-09-28 | Multi-project dashboard V2.3.xlsm |
Essentials Advanced Enterprise |
| Payment Cerificate* | Extracts details of payment requests or invoices associated with a purchase order. | 2026-06-09 | Payment certificate V4.1.xlsm |
Essentiel Avancé Entreprise |
| Project Charter | Allows you to extract various data related to the selected project. | 2026-07-05 | Project charter V2.3 |
Advanced Enterprise |
| Project or Portfolio Performance Tracking | Evolution of project performance over time (Budget, Schedule and Effort) | 2025-04-04 | Project performance tracking V1.0.xlsm |
Essentials Advanced Enterprise |
| Purchase Order Balance with Taxes | Summary of purchase order status, for one or more projects, showing committed and actual amounts and associated contractual changes. | 2026-03-03 | Purchase order balance with taxes V4.3.xlms |
Advanced Enterprise |
| Risk Register and Monitoring | Generates a list of risks associated with one or more projects, along with various analysis metrics. | 2024-07-17 | Risk register and report V2.0.xlsm |
Advanced Enterprise |
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