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Contents of the Update Project Status Report Tables Screen

Use the fields and options to configure the Update Project Status Report Tables screen.

Update Project Status Report Tables

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Accounting Period

Use the fields in this table window to select the period through which you would like to update these report tables.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the fiscal year for which you want to update the Project Status Report data in the PSR table.

Period

Enter, or click to select, the period for which you want to update the Project Status Report data in the PSR table.

Subpd

Enter, or click to select, the subperiod for which you want to update the Project Status Report data in the PSR table.

Ending Date

This non-editable field displays the effective subperiod date.

Projects

Use the fields in this table window to limit the range of projects that are updated.

Field Description
Option

Use the drop-down list to select the range of projects to update. This range must be consistent with the projects for which you want to print PSR reports. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the project that are the starting point for the report.

End

Enter, or click to select, the project that are the ending point for the report.

Options

Use the options in this group box to select the additional settings for your Project Status reports.

Compute Expense Commitments As Of

Use the selections in this option to establish the "as of" date for the Expense Commitments column in the header of this Project Status Report.

Field Description
Current Date

Select this option to compute expense commitments through the current system date. This option is selected by default.

Subperiod End Date

Select this option to compute expense commitments through the subperiod end date.

Budget Type

Use the selections in this option to set the type of budget that you would like to include on your reports.

Field Description
Baseline

Select this option to update PSR tables with baseline budget data. Create baseline budgets in Costpoint Advanced Project Budgeting.

Workplan

Select this option to update PSR tables with workplan budget data. Create baseline budgets in Costpoint Advanced Project Budgeting.

Compute Open Receivable Amounts As Of

Use the selections in this option to establish the "as of" date for the Open Receivables column in the header of this Project Status Report.

Field Description
Current Date

Select this option to compute open receivable amounts as of the current system date.

Subperiod End Date

Select this option to compute open receivable amounts as of the subperiod end date.

Purge PSRs for Later Subperiods and Periods

Select this checkbox to delete rows from the report table that contain amounts for periods after the period selected. Selecting this checkbox deletes data in future periods that may no longer be accurate because of modifications in prior periods. 

Compute Burden on Commitments

Select this checkbox to apply burden to your commitments, so you can see the burden applied to your commitments on the PSRs.

Note: You must compute and print commitments before executing this process.

The burden type, actual or target, shown for your commitments on the PSR depend on the type selected for the report. If you do not select this checkbox, you can still see your commitments on the PSRs, but they are not burdened. Burden is computed on Purchase Orders and Travel Commitments, where applicable.

Only Projects with Alternate Revenue Profiles

Select this checkbox to update the Project Summary Report Final Data table only for projects with alternate revenue profiles (that is, the project, its parent project, or any of its children is in the ALT_PROJ table).

Note: This checkbox is available only when the Alternate Revenue Calculations database option is selected on the Corporate Settings subtask of the Configure General Ledger Settings screen.

Process

Click to start the update process.