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Contents of the Activate Alternate Project Revenue Profiles Screen

Use the fields and options to configure the Activate Alternate Project Revenue Profiles 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 this group box to select the range of projects with alternate revenue profiles you want to activate. Only records that are in the alternate tables for the selected range are processed.

Field Description
Option

Select from the drop-down list the range of projects to be included in the process. 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 process. If you select All or From Beginning from the Option drop-down list, this field is inactive.

End

Enter, or click to select, the ending project for the range you want to process. If you select All, One, or To End from the Option drop-down list, this field is inactive.

Clear Allowable Amounts for

Use this group box to clear allowable amounts and hours in revenue-related columns in the PROJ_SUM table for the specified fiscal years.

Field Description
Fiscal Year(s)

Enter, or click to select, the fiscal year(s) for which you want to clear allowable amounts and hours. You must enter at least one fiscal year. For multiple fiscal years, the years do not need to be consecutive, but Costpoint provides a warning message if they are not.

Execute

Click to activate alternate project revenue profiles for the selected parameters. Depending on the size of the data you are processing, the process could take considerable time to complete. You must not run any processes related to project cost or revenue processing/reporting while this application is being run.

Preview

Click to preview the Activate Alternate Project Revenue Profiles Error Report.

Print

Click to print the Activate Alternate Project Revenue Profiles Error Report.