Contents of the Summarize Project Goal Detail Screen
Use these fields and options to configure the Summarize Project Goal Detail 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.
Selection Ranges
Use this group box to select the subperiod in which the summarized rows reside. All periods and subperiods for the fiscal year, up to and including the subperiod selected, are summarized. After you enter the Subperiod, the field to the right displays the subperiod ending date.
| Field | Description |
|---|---|
| Fiscal Year |
Enter, or click the drop-down list to select, the fiscal year of the subperiod in which the summarized rows reside. This field is required. |
| Period |
Enter, or click the drop-down list to select, the period of the subperiod in which the summarized rows reside. This field is required. |
| Subperiod |
Enter, or click the drop-down list to select, the subperiod in which the summarized rows reside. This field is required. The effective subperiod date displays in the field to the right. |
Options
| Field | Description |
|---|---|
| Delete the Project Goal Detail Table for All Prior Years |
Select this check box to delete all rows in the PROJ_GOAL_DETL table for all prior years. Remember that, when you run the Update Prior Year History screen with the Billing Value check box selected, Costpoint summarizes all of the transactions from the PROJ_GOAL_DETL table and inserts them into the PY_GOAL table. Costpoint does not delete the rows in the table at that time. Warning: Do not compute billable value of cost incurred for periods that have been summarized and deleted. This inserts rows into the tables and results in incorrect data. If you have computed billable value again in error, you must compute billable value for the last fiscal year, period, and subperiod before running the Update Prior Year History screen.
|
| Summarize Project Goal Detail |
Click
|
to execute this screen.