Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Create CSSR Report Tables Screen

Use the fields and options to configure the Create CSSR Report Tables 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

Projects

Use the fields in this group box to limit which projects have tables created for them.

Field Description
Options

Use this drop-down list to select the range of projects to be included in the C/SSR reports. Each project tree is presented on a separate report. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the first project of the range to include in the C/SSR reports. If you select All or From Beginning in the Options field, this field is inactive. Only projects that were entered on the Manage CSSR Information screen are available for .

End

Enter, or click to select, the last project of the range to be included in the C/SSR reports. If you select All, One, or To End in the Options field, this field is inactive. Only projects that were entered on the Manage CSSR Information screen are available for .

Accounting Period

The C/SSR is a cumulative report; use this group box to select project data for all subperiods up to and including the subperiod selected.

Field Description
Options

This field always displays One.

Fiscal Year

Enter, or click to select, the last fiscal year to be included in the calculation of the report table.

Period

Enter, or click to select, the last period to be included in the calculation of the report table.

Subperiod

Enter, or click to select, the last subperiod to be included in the calculation of the report table.

Ending Date

This non-editable field displays the ending date of the selected subperiod.

Options

Rate Type

Field Description
Target

Select this option to use target rates on the report. The target rates are found on the Pool Rates subtask of the Manage Cost Pools screen.

Actual

Select this option to use actual rates on the report. The actual rates are found on the Pool Rates subtask of the Manage Cost Pools screen.

Data Source

Use this group box to include Project Period Budgets in the work-scheduled or work-performed areas of the C/SSR Budgets.

Work Scheduled

Use this group box to use the Manage Project Budgets by Period screen as the data source for the work-scheduled area of the C/SSR Budget.

Field Description
Use Period Budgets

Select this check box if work-scheduled data for the selected projects comes from the period budgets created on the Manage Project Budgets by Period screen. If you do not select this check box, the work-scheduled data comes from the Manage CSSR Budgets screen.

Budget Revision

Use the drop-down list to select the budget revision to use in the creation of this report table. This field is active after you select the Use Period Budgets check box in this group box.

Work Performed

Use this group box to use the Manage Project Budgets by Period screen as the data source for the work-performed area of the C/SSR Budget.

Field Description
Use Period Budgets

Select this check box if work-performed data for the selected projects comes from the period budgets created on the Manage Project Budgets by Period screen. If you do not select this check box, the work-performed data comes from the Manage CSSR Budgets screen.

Budget Revision

Use the drop-down list to choose the budget revision to use in the creation of this report table. This field is active after you select the Use Period Budgets check box in this group box.