Step 3: Execute Job on Recurring Schedule

Browse to the job you want to run (Stock Status 'As Of').

To execute the job:

  1. ClickTeam content > Costpoint Enterprise Reporting for Project Manufacturing > Costpoint Project Manufacturing > Report Generation Schedules.
  2. Click the More icon (dotted vertical line) to the right of the Stock Status 'As Of' report, and select Properties.
  3. Click Job > Advanced.
  4. Under Advanced, do the following:
    1. Click Set to the right of Properties to edit the job and set parameters, and click OK.
    2. Click Set to the right of Schedule Job to set the desired schedule, and click OK.

After the job has completed running, browse to the specified output location to see the report.

Note: There needs to be one instance of Stock Status in the "job" for every unique company number in Costpoint. This predefined job contains two (one for company 1 and one company 10). Clients will need to modify this job for their unique company numbers or add more companies.