Use this tab on the Configure Project Options screen to select projects, owning organizations, project types, project classifications, employees, vendors, and ending period ranges.
Project
| Field | Description |
|---|
| Options
|
From the drop-down list, select the desired range of project IDs you want to include in this process. You can then specify the range details in the
Start and/or
End field, as applicable. Valid options are:
- All: Select this option to include all available records. The
Start and
End fields are disabled for this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled for this option.
|
| Start
|
Enter, or click
 to select, the starting project ID, as applicable.
|
| End
|
Enter, or click
to select, the ending project ID, as applicable.
|
| Non-Contiguous Range
|
Select this check box to include multiple project ranges. You must then specify the ranges you want to include in this report using the Project Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the
Project drop-down list box to
All.
|
Owning Organizations
| Field | Description |
|---|
| Options
|
From the drop-down list, select the desired range of owning organizations you want to include in this process. You can then specify the range details in the
Start and/or
End field, as applicable. Valid options are:
- All: Select this option to include all available records. The
Start and
End fields are disabled for this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled for this option.
|
| Start
|
Enter, or click
to select, the starting owning organization, as applicable.
|
| End
|
Enter, or click
to select, the ending owning organization, as applicable.
|
Project Types
| Field | Description |
|---|
| Options
|
From the drop-down list, select the desired range of project types you want to include in this process. You can then specify the range details in the
Start and/or
End field, as applicable. Valid options are:
- All: Select this option to include all available records. The
Start and
End fields are disabled for this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled for this option.
|
| Start
|
Enter, or click
to select, the starting project type, as applicable.
|
| End
|
Enter, or click
to select, the ending project type, as applicable.
|
| Non-Contiguous Range
|
Select this check box to include multiple project type ranges. You must then specify the ranges you want to include in this report using the Project Type Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the
Project Types drop-down list box to
All.
|
Project Classifications
| Field | Description |
|---|
| Options
|
From the drop-down list, select the desired range of project classifications you want to include in this process. You can then specify the range details in the
Start and/or
End field, as applicable. Valid options are:
- All: Select this option to include all available records. The
Start and
End fields are disabled for this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled for this option.
|
| Non-Contiguous Range
|
Select this check box to include multiple project classification ranges. You must then specify the ranges you want to include in this report using the Project Classifications Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the
Project Classifications drop-down list box to
All.
|
| Start
|
Enter, or click
to select, the starting project classification, as applicable.
|
| End
|
Enter, or click
to select, the ending project classification, as applicable.
|
Employees
| Field | Description |
|---|
| Options
|
From the drop-down list, select the desired range of employee IDs you want to include in this process. You can then specify the range details in the
Start and/or
End field, as applicable. Valid options are:
- All: Select this option to include all available records. The
Start and
End fields are disabled for this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled for this option.
|
| Start
|
Enter, or click
to select, the starting employee ID, as applicable.
|
| End
|
Enter, or click
to select, the ending employee ID, as applicable.
|
Vendors
| Field | Description |
|---|
| Options
|
From the drop-down list, select the desired range of vendor IDs you want to include in this process. You can then specify the range details in the
Start and/or
End field, as applicable. Valid options are:
- All: Select this option to include all available records. The
Start and
End fields are disabled for this option.
- One: Select this option to include only one record. You must enter that value in the
Start field. The
End field is disabled for this option.
- Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the
Start field and the ending value of the range in the
End field.
- From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the
End field. The
Start field is disabled for this option.
- To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the
Start field. The
End field is disabled for this option.
|
| Start
|
Enter, or click
to select, the starting vendor ID, as applicable.
|
| End
|
Enter, or click
to select, the ending vendor ID, as applicable.
|
Ending Period
You can enable the following fields by selecting the
Contract PSR Information check box on the Options tab.
| Field | Description |
|---|
| Options
|
This field always displays
One.
|
| Fiscal Year
|
Enter, or click
to select, the ending fiscal year through which you want to download.
|
| Period
|
Enter, or click
to select, the ending period through which you want to download.
|
| End Date
|
If you selected a
Fiscal Year and
Period, the default end date is displayed here.
|