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 Print Organization Cost Summary Report Screen

Use the fields and options to configure the Print Organization Cost Summary Report 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

Note: To modify only the fiscal year, period, and subperiod for a saved report parameter, use the Change Period Report Parameters toolkit.

Performing Organizations

Use this group box to select the performing organizations that you would like to include on the report.

Field Description
Option

Select the range of performing organizations to print. Valid options are:

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

The default for this field is All.

Start

Enter, or click to select, the beginning performing organization of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending performing organization of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Report Type

Use these options to select Account for direct costs or Pool for indirect costs. You can also select the range of pools or accounts for the report.

Use the drop-down list to select a report type. Valid options are:

  • Pool
  • Account

Print the report by Account to see the projects and their balances for a range of accounts. Print the report by Pool to see the distribution of a pool and the amount absorbed by each project for that pool.

Field Description
Option

Select the range of pools or accounts for which to print the report. Valid options are:

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

Enter, or click to select, the beginning pool or account to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending pool or account to include in the report. If you select All or To End in the Option field, this field is inactive.

Ending Subperiod

Use these fields to select the period through which you would like to include data on the report.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the fiscal year of the ending subperiod for the report.

Period

Enter, or click to select, the period of the ending subperiod for the report.

Subpd

Enter, or click to select, the ending subperiod for the report.

Options

Include

Field Description
Performing Organization Level ___ and Below

Identify the highest organizational level that you want printed on the report. Balances are rolled up to this organizational level.

Project Level ___ and Below

Identify the highest project level that you want printed on the report. Balances are rolled up to this project level.

Account Level ___ and Below

Identify the highest account level that you want printed on this report. Balances are rolled up to this account level. This option is available only if you selected the Account report type.

Pool Rate Type

This group box is enabled only when the selected Report Type is Pool.

Field Description
Actual

Select this option to use actual pool costs on this report. When you execute the Compute Burden Costs screen, both actual and target rates are computed.

Target

Select this option to use target pool costs on this report. When you execute the Compute Burden Costs screen, both actual and target rates are computed.

Note: If the rate for a project is different from other projects, an override rate may have been used on that project. If the override rate does not apply to all accounts in that pool, the rates shown for that project are not correct; however, the amount is still correct.