Company

Select the company to use to run the report.

Fiscal year

Select the fiscal year.

Period

Select the period.

Subperiod

Select the subperiod.

If adjustment subperiods are available for the selected period, they are displayed in the Subperiod drop-down list including the adjustment period type which can either be Interim or Final.

Primary group

Select the primary grouping for the report.

Reorganization, Alternate Project, and Project Manager are optional prompts that require some prior setup in Costpoint before you can use them.

To use Reorganization, first establish the Reorganization structure on the Reorganizations screen in Costpoint.

To use Alternate Project, first establish an alternate project structure on the Alternate Reporting screen in Costpoint.

To use Project Managers, link project managers to projects on the Manage Project User Flow screen in Costpoint.

Revenue level

Select Yes to display project data at revenue level. Select No and then select a project level in the next field to display data at project level.

Organization level

Select the organization level at which you want the report printed. All lower levels will be rolled up for the report.

Include

Select the types of projects to include:

• Active projects only

• Billable projects only

Columns to display

Select the data you want to display from the list of columns.

Limit projects

Enter a portion of one or more project IDs in the Keywords field and click Search to list projects to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.