Contents of the Create PSR Budget Report Tables Screen
Use the fields and options to configure the Create PSR Budget 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
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 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.
Selection Ranges
Projects
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of projects to be included in the table creation. Valid options are:
The default for this field is All. |
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the beginning project of the range you want to include in the table creation. If you select
Fiscal Year
| Field | Description |
|---|---|
| Option |
This field always displays One because you can run this application for only one fiscal year. |
| Start |
Enter, or click
|
Accounting Periods
| Field | Description |
|---|---|
| Option |
Use this drop-down list to select the range of accounting periods to be included in the table creation. Valid options are:
The default for this field is All. |
| Start |
Select the beginning fiscal period of the range to update. If you select All or To End in the Option field, this field is inactive. All organizations are available in
|
| End |
Select the ending fiscal period of the range to update. If you select All or From Beginning in the Option field, this field is inactive. All organizations are available in
|
Options
Operation
Use the drop-down list to select the operation to perform. Valid options are:
- Update: Select this option to load report tables.
- Delete: Select this option to delete empty report tables. If you select Delete, data is not removed from the budgeting tables but from the tables that create budgeting reports.
Budget Type
Use the options in this group box to select the budget type for which you would like to create tables.
| Field | Description |
|---|---|
| Baseline |
Select this option to create report tables for baseline project budgets only. |
| Workplan |
Select this option to create report tables for workplan budgets only. |