Costpoint Online Help

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Contents of the Create Project Summary Balances Screen

Use the fields and options to configure the Create Project Summary Balances.

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 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.

Description

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

Options

Receiving Location

Field Description
Code

Enter, or click to select, a receiving location code. Only active location codes are available for selection. The home location of your login company is not available. The location description displays in the adjacent, unlabeled field.

Ending Subperiod

Field Description
Fiscal Year

Enter, or click to select, the ending fiscal year for project data to be created.

Period

Enter, or click to select, the ending period for project data to be created.

Subperiod

Enter, or click to select, the ending subperiod for project data to be created.

Summarize

Field Description
Project Level _____ and below

Enter a level number to signify the detail of project information to be created. The larger the integer, the greater the detail created. If you use a smaller integer, less detail is created. To show all levels of detail, enter zero.

Account Level _____ and below

Enter a level number to signify the detail of account information to be created. The larger the integer, the greater the detail created. If you use a smaller integer, less detail is created. To show all levels of detail, enter zero.

Organization Level _____ and below

Enter a level number to signify the detail of organization information to be created. The larger the integer, the greater the detail created. If you use a smaller integer, less detail is created. To show all levels of detail, enter zero.

Currency Conversion

Field Description
From

This non-editable field displays the sending company's functional currency.

To

This non-editable field displays the receiving company's functional currency.

Output

This group box is enabled only if the receiving location is external.

Field Description
File Name

Enter a file name for the output file.

File Location

Enter the location of the file you are exporting. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.
  • Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.

Subtask

Subtask Description
Exchange Rates Click this link to open the Exchange Rates subtask, on which you can review the currency and rate that are used to convert the sending company's functional currency to the receiving company's functional currency. 

This link is enabled only if the From and To currencies are different.