Contents of the View Project Ledger Activity Screen

Use the fields and options to configure the View Project Ledger Activity screen.

View Project Ledger Activity

Field Description
Fiscal Year

Enter, or click to select, the fiscal year of projects to review. This field is not required.

Period

Enter, or click to select, the period from which to pull records. This field is not required.

Subperiod

Enter, or click to select, the subperiod from which to pull records. This field is not required.

Project

Enter, or click to select, a project on which to inquire. This field is not required.

Project Level

Enter the highest project level to be displayed. Balances are rolled up to this project level. The default level is 1.

Account

Enter, or click to select, an account on which to inquire. This field is not required.

Account Level

Enter the highest account level that you want to display in the inquiry. Balances are rolled up to this account level. The default for this field is 1.

Organization

Enter, or click to select, an organization on which to inquire. This field is not required.

Organization Level

Enter the highest organization level that you want to display. Balances are rolled up to that organizational level. The default for this field is 1.

Table Window

This non-editable table window displays data from the PROJ_SUM table. The number of rows displayed is based on your selection criteria. The data in this table is grouped by project, account, organization, fiscal year, period, and subperiod.

Field Description
PROJ_ID

This non-editable field displays the project ID.

ORG_ID

This non-editable field displays the organization ID.

ACCT_ID

This non-editable field displays the account number.

S_ACCT_FUNC_DC

This non-editable field displays the account function code description. If the account and all its sub-accounts in the same project account group have the same account function code description, this field displays that account function code description. If the account and its sub-accounts have different account function code descriptions, this field displays Various. For accounts with a Various account function code description, you can view the specific account function code descriptions of the sub-accounts on the Detail subtask.

If the account has been removed from the project account group, this field displays Missing.

FY_CD

This non-editable field displays the fiscal year associated with the data on this row.

PD_NO

This non-editable field displays the period number associated with the data on this row of the table.

SUB_PD_NO

This non-editable field displays the subperiod number for this row of the table window.

FEE_BURD_ACT_AMT

This non-editable field displays the fee on the burden amount that was calculated using actual rates.

FEE_BURD_TGT_AMT

This non-editable field displays the fee on the burden amount that was calculated using target rates.

FEE_ON_DIR_AMT

This non-editable field displays the fee on the direct cost amount.

FEE_ON_HRS_AMT

This non-editable field displays the fee on hours.

MARKUP_FEE_AMT

This non-editable field displays retroactive revenue adjustments for revenue calculated at actual rates. This field is used only if you made an adjustment to a year-to-date revenue formula.

OTH_FEE_ACT_AMT

This non-editable field displays any other fees that are calculated on indirect costs using actual rates.

OTH_FEE_TGT_AMT

This non-editable field displays any other fees that are calculated on indirect costs using target rates.

OVER_ACT_CST_AMT

This non-editable field displays the amount by which total costs calculated at actual rates exceed the cost portion of the contract value.

Contract values are entered on the Manage Modifications screen.

OVER_ACT_FEE_AMT

This non-editable field displays the amount by which the fee calculated at actual rates exceeds the contract value fee.

Contract values are entered on the Manage Modifications screen.

OVER_ACT_TOT_AMT

This non-editable field displays the amount by which the total costs and revenue calculated at actual rates exceed the contract value.  

Contract values are entered on the Manage Modifications screen.

OVER_TGT_CST_AMT

This non-editable field displays the amount by which total costs calculated at target rates exceed the cost portion of the contract value.

Contract values are entered on the Manage Modifications screen.

OVER_TGT_FEE_AMT

This non-editable field displays the amount by which the fee calculated at target rates exceeds the contract value fee.

Contract values are entered on the Manage Modifications screen.

OVER_TGT_TOT_AMT

This non-editable field displays the amount by which the total costs and revenue calculated at target rates exceed the contract value.  

Contract values are entered on the Manage Modifications screen.

PTD_ACT_AL_BUR_AMT

This non-editable field displays the period-to-date allowable burden amount calculated at actual rates.

PTD_ACT_BURD_AMT

This non-editable field displays the period-to-date actual burden amount.

PTD_AL_UNITS_QTY

This non-editable field displays the period-to-date allowable units quantity. Units are allowable as long as they so not exceed any unit ceilings.

PTD_COM_ACT_AL_AMT

This non-editable field displays period-to-date allowable cost of money amount calculated using actual rates. Amounts are allowable as long as they do not exceed cost of money ceilings.

PTD_COM_ACT_AMT

This non-editable field displays period-to-date cost of money amount calculated using actual rates.

PTD_COM_TGT_AL_AMT

This non-editable field displays period-to-date allowable cost of money amount calculated using target rates. Amounts are allowable as long as they do not exceed cost of money ceilings.

PTD_COM_TGT_AMT

This non-editable field displays period-to-date cost of money amount calculated using target rates.

PTD_DIR_ALLOW_AMT

This non-editable field displays the period-to-date allowable direct cost. Costs are allowable as long as they do not exceed any direct cost ceilings.

PTD_DIR_ALLOW_HRS

This non-editable field displays allowable direct hours. Hours are allowable as long as they do not exceed any hours ceilings.

PTD_DIR_AMT

This non-editable amount displays period-to-date allowable direct costs.

PTD_DIR_HRS

This non-editable field displays period-to-date direct hours.

PTD_TGT_AL_BUR_AMT

This non-editable field displays the allowable burden calculated at target rates. Burden is allowable as long as it does not exceed burden cost ceilings.

PTD_TGT_BURD_AMT

This non-editable field displays the period-to-date burden calculated using target rates.

PTD_UNITS_QTY

This non-editable field displays the period-to-date units quantity.

REALLOC_ACT_AMT

This non-editable field displays redistributed revenue calculated at actual rates. This field is populated by the Redistribute Revenue screen.

REALLOC_TGT_AMT

This non-editable field displays redistributed revenue calculated at target rates. This field is populated by the Redistribute Revenue screen.

REV_ADJ_AMT

This non-editable field displays any revenue adjustments that have been made to the project.

SUB_ACT_AL_BUR_AMT

This non-editable field displays subperiod allowable burden calculated using actual rates. Burden is allowable as long as it does not exceed any burden ceilings.

SUB_ACT_BURD_AMT

This non-editable field displays the subperiod burden amount calculated using actual rates.

SUB_AL_UNITS_QTY

This non-editable field displays the allowable units quantity.

SUB_COM_ACT_AL_AMT

This non-editable field displays the subperiod cost of money allowable amounts calculated using actual rates. The allowable portion of the cost of money amount is the amount that does not exceed cost of money ceilings.

SUB_COM_ACT_AMT

This non-editable field displays the subperiod cost of money amount calculated using actual rates.  

SUB_COM_TGT_AL_AMT

This non-editable field displays the subperiod allowable cost of money amount calculated using target rates. The allowable portion of the cost of money amount is the amount that does not exceed the cost of money ceiling.

SUB_COM_TGT_AMT

This non-editable field displays the subperiod cost of money amount calculated using target rates.

SUB_DIR_ALLOW_AMT

This non-editable field displays the subperiod allowable direct cost amount. The allowable amount is the amount that does not exceed any direct cost ceilings.

SUB_DIR_ALLOW_HRS

This non-editable field displays the subperiod allowable direct hours. The allowable hours are those that do not exceed any hours ceilings.

SUB_DIR_AMT

This non-editable field displays the subperiod direct amount.

SUB_DIR_HRS

This non-editable field displays the subperiod direct hours.

SUB_TGT_AL_BUR_AMT

This non-editable field displays the subperiod allowable burden on direct costs calculated at target rates. The allowable portion is the amount that does not exceed the burden ceilings.

SUB_TGT_BURD_AMT

This non-editable field displays the subperiod direct burden amount calculated at target rates.  

SUB_UNITS_QTY

This non-editable field displays the subperiod direct units quantity.

TOT_ACT_AL_EXP_AMT

This non-editable field displays the total allowable expense amount calculated using actual rates. The total allowable expense is the amount that does not exceed any ceilings.

TOT_REV_UNITS_AMT

This non-editable field displays the total revenue for unit revenue formulas.

DISC_ACT_AMT

This non-editable field displays the total discount amount calculated using actual rates.

TOT_TGT_AL_EXP_AMT

This non-editable field displays the total allowable expenses calculated using target rates.

DISC_TGT_AMT

This non-editable field displays the total discount amount calculated using target rates.

TOT_REV_TGT_AMT

This non-editable field displays the total revenue amount calculated using target rates.

TOT_REV_ACT_AMT

This non-editable field displays the total revenue amount calculated using actual rates.

TOT_REV_TMLAB1_AMT

This non-editable field displays revenue for time and materials projects that do not use the B rate type. It is primarily used when multipliers need to be applied to all rate types except B.

TOT_REV_TMLAB_AMT

This non-editable field displays the total revenue for time and materials projects.

YTD_ACT_AL_BUR_AMT

This non-editable field displays the year-to-date allowable burden amount calculated using actual rates.

YTD_ACT_BURD_AMT

This non-editable field displays the year-to-date burden amount calculated using actual rates.

YTD_AL_UNITS_QTY

This non-editable field displays the year-to-date  allowable units. The allowable units are the number of units that do not exceed units ceilings.

YTD_COM_ACT_AL_AMT

This non-editable field displays the year-to-date cost of money allowable amount calculated using actual rates. The allowable amount is the amount that does not exceed cost of money ceilings.

YTD_COM_ACT_AMT

This non-editable field displays the year-to-date cost of money allowable amount calculated using actual rates.

YTD_COM_TGT_AL_AMT

This non-editable field displays the year-to-date cost of money allowable amount calculated using target rates. The allowable amount is the amount that does not exceed cost of money ceilings.

YTD_COM_TGT_AMT

This non-editable field displays the year-to-date cost of money allowable amount calculated using target rates.

YTD_DIR_ALLOW_AMT

This non-editable field displays the year-to-date allowable direct amount. The allowable direct amount is the amount of direct costs that does not exceed any direct cost ceiling.

YTD_DIR_ALLOW_HRS

This non-editable field displays the year-to-date allowable direct hours. Allowable direct hours are those that do not exceed hours ceilings.

YTD_DIR_AMT

This non-editable field displays the year-to-date direct cost amount.

YTD_DIR_HRS

This non-editable field displays the year-to-date direct hours.

YTD_TGT_AL_BUR_AMT

This non-editable field displays the year-to-date allowable burden calculated using target rates. Allowable burden is the amount of burden that does not exceed burden ceilings.

YTD_TGT_BURD_AMT

This non-editable field displays the year-to-date burden amount calculated using target rates.

YTD_UNITS_QTY

This non-editable field displays the year-to-date units quantity.

Subtask

Subtask Description
Detail Click this link to open the Detail subtask, which contains a table window that displays the detail rows in the PROJ_SUM table. This subtask is useful only if you displayed the project, account, or organization at a level higher than the posting level.