Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Print Estimate to Complete Report Screen

Use the fields and options to configure the Print Estimate to Complete Report screen.

Identification

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

Projects

Use these fields to limit which projects are included on the report.

Field Description
Option

Use this drop-down list to select the range of projects to be included in the report. Valid options are

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

The default for this field is All.

Start

Enter, or click to select, the beginning project of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Performing Organizations

Use these fields to limit which performing organizations are included on the report.

Field Description
Option

Use this drop-down list to select the range of performing organizations to be included in the report. Valid options are

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

The default for this field is All.

Start

Enter, or click to select, the beginning performing organization of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending performing organization of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Accounts

Use these fields to limit which accounts are included on the report.

Field Description
Option

Use this drop-down list to select the range of accounts to be included in the report. Valid options are

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

The default for this field is All.

Start

Enter, or click to select, the beginning account of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending account of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Sort By

Use these fields to select the grouping for the report.

Field Description
Group By

Use this drop-down list to select this report's primary grouping. Valid options are:

  • Project
  • Project Manager
  • Owning Organization
1st Sort

Use the drop-down list to select the report's primary sort.  Selections are:

  • Performing Organization
  • Account
2nd Sort

Use the drop-down list to select the report's secondary sort.  Selections are:

  • Performing Organization
  • Account

Options

Include

Field Description
Project Level

Identify the highest project level that you want printed on the report. Balances are rolled up to this project level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Performing Organization Level

Identify the highest performing organization level that you want printed on the report. Balances are rolled up to this organization level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Account Level

Identify the highest account level that you want printed on the report. Balances are rolled up to this account level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter zero.

Budget Type

Use the options in this group box to select the budget type that you would like to print on the report.

Field Description
Baseline

Select this option to print the baseline project budget.

Workplan

Select this option to print the workplan project budget.

Percent Complete

Use the fields in this group box to estimate the percent complete.

Field Description
Optional Percent Complete

Enter a maximum of 100% as the percentage to complete for the selected project budgets.