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Contents of the Print Retroactive Billing Worksheet Screen

Use the fields and options to configure the Print Retroactive Billing Worksheet 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

Use this block to limit the retroactive bills that are printed.

Projects

Use this group box to limit the worksheets that are printed.

Field Description
Option

Use this drop-down list to select the range of projects you want 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 starting project for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Non-Contiguous Ranges

Select this check box to choose a noncontiguous range of projects to print on the report. Use the Project Non-Contiguous Ranges subtask to select the ranges.

Options

Use this block to select the type of retroactive bills to be printed and how information is sorted on the bills.

Select Calculation Type

Use this group box to select which type of retroactive bill you want to print.

Field Description
Loaded Labor Rates

Select this option to print only the projects that have been calculated using revised loaded labor rates.

Indirect Costs

Select this option to print only the projects that have been calculated using revised provisional indirect cost rates.

Group By

Use this group box to control how the loaded labor rate information is sorted on the bill. This group box is unavailable if the Indirect Costs calculation type is selected.

Field Description
Billable Labor Cat

Select this option to sort based on the billable labor category.

Employee

Select this option to sort based on the employees.

Subtask

Subtask Description
Project Non-Contiguous Ranges If you selected the Non-Contiguous Ranges check box, use the Project Non-Contiguous Ranges subtask to select a noncontiguous range of projects.