Costpoint Online Help

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Contents of the Print Account List Screen

Use the fields and options to configure the Print Account List 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 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.

Selection Ranges

Accounts

Field Description
Option

Use this drop-down list to select the range of accounts to include on the report. Valid options are:

  • All: Select this option to include all accounts. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one account and then enter that account in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of accounts. Enter the beginning account for the range in the Start field and enter the ending account of the range in the End field.
  • From Beginning: Select this option to include a range of accounts that begins with the first of all the available accounts and ends with the account that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of accounts that begins with the account that you enter in the Start field and ends with the last of all the available accounts. The End field is disabled for this option.
Start/End

Enter the starting and/or ending accounts for the range of accounts to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.

Active Periods

Field Description
Option

Use this drop-down list to select the range of active periods to include. Valid options are:

  • All: Select this option to include all periods. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one period and then enter the fiscal year and period in the Start fields. The End fields are disabled for this option.
  • Range: Select this option to include a contiguous range of periods. Enter the beginning fiscal year and period for the range in the Start fields and enter the ending fiscal year and period of the range in the End fields.
  • From Beginning: Select this option to include a range of periods that begins with the first of all the available periods and ends with the fiscal year and period that you enter in the End fields. The Start fields are disabled for this option.
  • To End: Select this option to include a range of periods that begins with the fiscal year and period that you enter in the Start fields and ends with the last of all the available periods. The End fields are disabled for this option.
Start/End

Enter the starting and/or ending fiscal years and periods for the range of periods to be included on the report. Depending on your selection in Option, one or both of these sets of fields may be inactive.

Costpoint displays the ending dates for the periods next to the Period fields.

Options

Select Project Requirement

You must select one or both of the check boxes in this group box.

Field Description
Project Required Accounts

Select this check box to include accounts that have the Project Required check box selected on the Manage Accounts screen. If this check box is cleared, accounts that require projects print on the report.

Non-Project Required Accounts

Select this check box to include accounts that do not have the Project Required check box selected on the Manage Accounts screen. If this check box is cleared, accounts that do not require projects do not print on the report.

Select Account Status

Field Description
Active Accounts

Select this check box to include active accounts on the report.

Inactive Accounts

Select this check box to include inactive accounts on the report.

Select Account Hierarchy

Field Description
Summary Accounts

Select this check box to include summary accounts on the report. A summary account is a higher-level account that cannot be charged.

Detail Accounts

Select this check box to include detail accounts on the report. A detail account is the lowest-level account. Only detail accounts can be charged.

Select Time Collection

Field Description
Account types

Select this check box to include accounts that have a Time Collection account type.

Note: This field is active only if you are licensed for Time Collection and your Deltek Time and Expense version on the Corporate Labor Settings subtask of the Configure Labor Settings screen is valid.

Generate the Account List

To generate the Account List, select the report options and then click Print Default Report on the Action menu.