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Contents of the Update Project Status Report Tables Screen

Use the fields and options to configure the Update Project Status Report Tables screen.

Selection Ranges

Accounting Period

Use the fields in this table window to select the period through which you would like to update these report tables.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click the drop-down list to select, the fiscal year for which you want to update the Project Status Report data in the PSR table.

Period

Enter, or click the drop-down list to select, the period for which you want to update the Project Status Report data in the PSR table.

Subpd

Enter, or click the drop-down list to select, the subperiod for which you want to update the Project Status Report data in the PSR table.

Ending Date

This non-editable field displays the effective subperiod date.

Projects

Use the fields in this table window to limit the range of projects that are updated.

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 PSR reports. Valid options are:

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

Enter, or click to select, the project that are the starting point for the report.

End

Enter, or click to select, the project that are the ending point for the report.

Options

Use the options in this group box to select the additional settings for your Project Status reports.

Compute Expense Commitments As Of

Use the selections in this option to establish the "as of" date for the Expense Commitments column in the header of this Project Status Report.

Field Description
Current Date

Click this selection to compute expense commitments through the current system date. This option is selected by default.

Subperiod Ending Date

Click this selection to compute expense commitments through the subperiod ending date.

Budget Type

Use the selections in this option to set the type of budget that you would like to include on your reports.

Field Description
Baseline

Click this selection to update PSR tables with baseline budget data. Create baseline budgets in Costpoint Advanced Project Budgeting.

Workplan

Click this selection to update PSR tables with workplan budget data. Create baseline budgets in Costpoint Advanced Project Budgeting.

Compute Open Receivable Amounts As Of

Use the selections in this option to establish the "as of" date for the Open Receivables column in the header of this Project Status Report.

Field Description
Current Date

Click this selection to compute open receivable amounts as of the current system date.

Subperiod Ending Date

Click this selection to compute open receivable amounts as of the subperiod ending date.

Purge PSRs for Later Subperiods and Periods

Select this check box to delete rows from the report table that contain amounts for periods after the period selected. Selecting this check box deletes data in future periods that may no longer be accurate because of modifications in prior periods. 

Compute Burden on Commitments

Select this check box to apply burden to your commitments, so you can see the burden applied to your commitments on the PSRs.

Note: You must compute and print commitments before executing this process.

The burden type, actual or target, shown for your commitments on the PSR depend on the type selected for the report. If you do not select this check box, you can still see your commitments on the PSRs, but they are not burdened. Burden is computed on Purchase Orders and Travel Commitments, where applicable.

Only Projects with Alternate Revenue Profiles

Select this check box to update the Project Summary Report Final Data table only for projects with 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.
Field Description
Process

Click to start the update process.