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.

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

This field always displays One.

Enter, or click to select, the fiscal year for which you want to update prior year history. This is the fiscal year that you are closing. All the data for this fiscal year in the PROJ_SUM and CB_SUM tables is summarized and transferred to the PSR_PY_SUM and PY_CB_SUM tables. Any data for this fiscal year in the PSR_PY_SUM and PY_CB_SUM tables is overwritten.

Enter, or click the drop-down list to select, the range of projects you want to update. Valid options are:

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

The default for this field is All.

The value entered in this field varies depending on the range that you have selected. If you selected All projects, this field is inactive. If you selected One project, enter the project in this field. If you are updating a Range of projects, enter the starting project in this field. If you selected the From Beginning option, this field is inactive. If you selected the To End option, enter that project in this field.

Click to select values from the appropriate table.

The value entered in this field varies depending on the range that you have selected. If you selected All projects, this field is inactive. If you selected One project, this field is inactive. If you are updating a Range of projects, enter the ending project in this field. If you selected the From Beginning option, enter that project in this field. If you selected the To End option, this field is inactive.

Click to select values from the appropriate table.

Select this check box to include all cost and revenue amounts in this update. The default for this check box is selected. Costs and revenue from the PROJ_SUM and PROJ_BURD_SUM tables are summarized by fiscal year and are copied into the PSR_PY_SUM and PSY_PY_BURD_SUM tables. The Manage Prior Year Cost and Revenue screen displays the amounts in the PSR_PY_SUM and PSR_PY_BURD_SUM tables. You normally select this check box only when you are closing your fiscal year or when an audit or other adjustment to prior year amounts has been completed.

Select this check box to include all labor history hours in this update. The default for this check box is selected. Actual and allowable hours from the Manage Project Labor History screen (LAB_HS table) are summarized by fiscal year, project, organization, account, GLC, PLC, and employee or vendor. PY_PROJ_LAB_HS is updated with these summarized amounts. PY_PROJ_LAB_HS captures actual and allowable hours for projects that have established hours-based ceilings.

Select this check box to include all units amounts in this update. The default for this check box is selected. Actual and allowable units from the UNITS_USAGE_HS table are summarized by fiscal year, project/CLIN/item, or price catalog/item. PY_UNITS_PRICING is updated with these summarized amounts. PY_UNITS_PRICING captures actual and allowable units for projects that have unit maximum billing quantities.

Select this check box to update all billing value amounts. The default for this check box is selected. Billing value amounts are summarized by fiscal year, project, account, organization, employee, vendor, vendor employee, GLC, and PLC. PY_GOAL is updated with these summarized amounts from the PROJ_GOAL_DETL table. The data in the PY_GOAL table is displayed on the Manage Prior Year Billable Value screen.

Select this check box to update the prior year Cobra tables. Select this check box only if you have purchased the Cobra software and are running the Cobra Interface process. If you select this check box, the Update Prior Year History process updates the Manage Prior Year Cobra Costs screen (PY_CB_SUM and PY_CB_BURD_SUM tables) with data in the CB_SUM and CB_BURD_SUM tables. 

Select this option to update prior year cost information using actual burden rates for the selected fiscal year. 

The Compute Burden Costs process computes indirect costs at actual rates for each period of the fiscal year and inserts the amount into the PROJ_BURD_SUM table. The amounts in the actual columns of this table are summarized for the fiscal year and inserted into the Incurred Amount column on the Prior Year Pool Amounts subtask on the Manage Prior Year Cost and Revenue screen. The actual rates used to compute burden are on the Pool Rates subtask of the Manage Cost Pools screen.

Select this option to update prior year cost information using target burden rates for the selected fiscal year.

The Compute Burden Costs process computes indirect costs at target rates for each period of the fiscal year and inserts the amount into the PROJ_BURD_SUM table. The amounts in the target columns of this table are summarized for the fiscal year and inserted into the Incurred Amount column on the Prior Year Pool Amounts subtask of the Manage Prior Year Cost and Revenue screen. The target rates used to compute burden are on the Pool Rates subtask of the Manage Cost Pools screen.

Select this option to update prior year cost information using actual burden and target revenue rates for the selected fiscal year.

The Compute Burden Costs process computes indirect costs at actual rates for each period of the fiscal year and inserts the amount into the PROJ_BURD_SUM table. The amounts in the actual columns of this table are summarized for the fiscal year and inserted into the Incurred Amount column on the Prior Year Pool Amounts subtask of the Manage Prior Year Cost and Revenue screen. The actual rates that are used to compute burden are on the Pool Rates subtask of the Manage Cost Pools screen.

The Compute Revenue process computes the revenue at target and inserts the total into the TO_REV_TGT_AMT column in the PROJ_SUM table. 

Select this option to sum all costs based on targeted or actual costs from all periods in the fiscal year (including adjustment periods) and sum revenue based on regular periods only (excluding adjustment periods).

Select this option to sum all costs and revenue based on targeted or actual costs from all periods in the fiscal year, including adjustment periods.

Select this option to sum all costs and revenue based on targeted or actual costs from only the regular periods in the fiscal year, that is, excluding any adjustment period.

Select this check box to copy project setup data to history tables for the fiscal year selected. When you run Compute Revenue, the system will look at these history tables to see if it finds a value for the project and fiscal year being computed. If it does, it will use the value from the history tables if no value exists in the audit tables (created by Compute Revenue if the Track Revenue Setup Information on Compute Revenue and Allow Use of Previously-Stored Revenue Calculation Values for Compute Revenue check boxes are selected on the Configure Project Settings screen). After checking the audit tables, if it does not find a value for that project/fiscal year/table, it will go to the "regular" source tables for the data.

This process will populate history tables that were added in Costpoint 7.1.1 with values from a variety of setup tables that are used for revenue calculations. The tables that are copied to are:

• HS_CEIL_DIR_CST
• HS_CEIL_DIR_HRS
• HS_EMPL_CEIL
• HS_VEND_CEIL
• HS_OVRIDE_MLT_ON_DIR
• HS_OVRIDE_FEE_ON_DIR
• HS_PROJ_MOD
• HS_PROJ_REV_SETUP
• HS_PROJ_ACCT_DISC
• HS_PROJ_VOLUME_DISC
• HS_PROJ_REV_PROJ
• HS_PROJ_BILL_INFO
• HS_PROJ (selected fields only)

  This process should be done only when you are at the end of a fiscal year. It will allow you to preserve the various revenue calculation values, ceilings, and so on, against a future time when you will get final audited rates, and will need to come back and recompute revenue for the prior fiscal year using the revenue calculation parameters that were in effect for that fiscal year. Ideally, you should select this check box only once, at the end of the fiscal year, when you have finalized all the revenue calculation parameters for that fiscal year, and before you enter new data pertaining to the new fiscal year.

  You should not select this check box to run this process after you have entered data for a subsequent fiscal year, because then you will lose the historical values for the revenue setup parameters for that specific prior fiscal year. There are no maintenance screens for these history tables.

Select this check box only if you want to replace previously saved project revenue setup data in the history tables for the fiscal year in question. This is generally not recommended, unless you know the data already saved is inaccurate, and the existing data in the source tables is correct for the fiscal year you plan to update. Selecting this check box will result in losing any previously saved revenue setup data for the project(s) and fiscal year for which the process is run.

Click to start the update process.