Contents of the Create Project Report Tables Screen
Use the fields and options to configure the Create Project Report Tables 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
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 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.
Select Ranges
Projects
Use the fields in this table window to select the project range.
| 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 reports. Valid options are:
|
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the starting project for the range of projects to be updated.
Accounting Period
Use the fields in this table window to select the period through which you would like to update the report tables.
| Field | Description |
|---|---|
| Fiscal Year |
Enter, or click
|
| Period |
Enter, or click
|
| Subpd |
Enter, or click
|
| Ending Date |
This non-editable field displays the effective subperiod date. |
| Only Projects with Alternate Revenue Profiles |
Select this check box to update all four report tables only for projects that have alternate revenue profiles (that is, the project, its parent project, or any of its children is in the ALT_PROJ table). Note:
This check box is available only when the Alternate Revenue Calculations database option is selected on the Corporate Settings subtask of the Configure General Ledger Settings screen. |
Options
Create Data For
Use the options in this group box to select which report tables you would like to create.
| Field | Description |
|---|---|
| Revenue Summary |
Select this check box to update the report table for the Project Revenue Summary Report. This check box also updates the report table, including labor costs, for use on the View Project Activity screen. See the Table Information section for information on sources tables and tables created by this process. |
| T&M Analysis |
Select this check box to update the report table for the T&M Analysis Report. See the Table Information section for information on sources tables and tables created by this process. |
| Labor Summary |
Select this check box to update the report table for the Project Labor Summary Report. See the Table Information section for information on sources tables and tables created by this process. |
| Revenue Worksheet |
Select this check box to update the report table for the Revenue Worksheet. See the Table Information section for information on sources tables and tables created by this process. |
T&M Analysis Report Options
You can access this group box only when you have selected the T&M Analysis check box.
The two separate percentage fields represent two different methods for calculating your profitability on T&M projects. You must select which method you want to use. Your can use only one of the two options. Enter a percentage for the option you use and set the percentage for the other option to "0."
The percentages in this group box are used for analyzing the profitability of your T&M rates on the Print T&M Analysis Report screen. Refer to that screen's documentation for particulars of the analysis calculations.
| Field | Description |
|---|---|
| Desired Markup Percent |
The average base labor rate is marked up by the percentage you enter in this field. This percentage is used in lieu of cost burdens by companies that do not use indirect cost pools. The average base labor rate is marked up by a flat percentage and the resulting profit percentage is compared to the profit percentage from the current billing rates. If you decide to print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero. |
| Desired Fee Percent |
Enter a percentage in this field. The average base labor rate is burdened by your indirect cost pools to arrive at an average burdened hourly rate. This average burdened hourly rate is compared to the current billing rate to determine the profit percentage. The desired fee percent that you enter in this field is then added onto the average burdened hourly rate to provide the minimum hourly rate you could charge and still reach your profit objectives. If you print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero. |
| Include Non-T&M Projects |
Select this check box to include projects with any revenue formula when data is created for T&M projects. Select this check box for reports on Revenue Equals Billings projects. |
Budget Type
Use this group box to select the type of budget you would like to print on your reports.
| Field | Description |
|---|---|
| Baseline |
Select this option to update the report tables with baseline budget data from Costpoint Advanced Project Budgeting. |
| Workplan |
Select this option to update the report tables with workplan budget data from Costpoint Advanced Project Budgeting. |
Compute Open Receivable Amounts As Of
Use the options in this group box to select the "as of" date for the Open Receivables.
| Field | Description |
|---|---|
| Current Date |
Select this option to compute open receivable amounts through the current system date. This option is selected by default. |
| Subperiod Ending Date |
Select this option to compute open receivable amounts through the subperiod ending date. |
Revenue Worksheet Report Options
| Field | Description |
|---|---|
| Include Adjustment Periods for ITD Calculations of Loaded Labor Rate Amounts |
This check box is enabled only if you select the Revenue Worksheet check box on this screen. Select this check box to include labor history hours from adjustment periods when calculating inception-to-date (ITD) revenue for projects that use the Loaded Labor Rate billing formula. This is selected by default if the Allow Adjustment Period Revenue Computation & Posting in Subsequent Fiscal Years check box is not selected on the Configure Project Settings screen; otherwise, this check box is cleared. |
| When available use Vendor Employee Name in Labor Detail |
This check box is enabled only if you select the Revenue Worksheet check box on this screen. Select this check box to use the vendor employee name in Labor Detail and print it on the Revenue Worksheet, if the vendor employee exists. If you do not select this check box or the vendor employee does not exist, the application uses the vendor name. |
| Create Report Tables |
Click
|
to create the report tables.