Costpoint Online Help

Using the Help Search
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Create Project Summary Balances

Use this screen to create subsidiary project reporting data. This process summarizes project data at the account, organization, and project level specified on this screen, so that you can create or export summarized amounts.

Depending on whether the receiving location is internal or external, Costpoint either creates or exports the project data:

  • If Costpoint creates the project data, it inserts the data directly in the consolidation project report tables of the receiving company. 
  • If Costpoint exports the project data, it creates a file that you can import and upload into the receiving company's consolidation project report tables. 

This application creates costs, revenue, and budget amounts up to and including the fiscal year, period, and subperiod selected. The created project data can be converted from the sending company's functional currency to the receiving company's functional currency. These selections should be consistent with the Create Consolidation Entries screen.

Reporting tables to be summarized and created include the Project Status Report (PSR) and the Revenue Summary Report. Project, account, and organization names are also created so that reports and inquiries contain proper names. The process creates these names and other limited master information at the level specified on this screen. The application assumes that the level of summarization selected here is the level at which reports and inquiries are run. Therefore, the application exports names only at these levels.

Use this screen to create the consolidation project data after you complete the Manage Consolidation Transfer History screen and before you complete the Import Consolidation Data screen.

There are two ways to work with export files in Costpoint:

  • You can save the file to an Alternate File Location.
  • You can save the file to the Costpoint database.

If you decide to use the first option, click in the File Location field to select the alternate file location to which you want to save the file. If you choose the second option, leave the File Location field blank when you export the file.