Costpoint Online Help

Contents of the Print Project Exception Report Screen

Use the fields and options to configure the Print Project Exception Report screen.

Print Project Exception Report

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 the options in this block to limit the size of the report by project manager, project, or owning organization.

Field Description
Select By

Select how you want the report printed. Valid options are:

  • Project
  • Project Manager
  • Owning Organization
Option

Use the drop-down list to select the appropriate option for the projects, project managers, or owning organizations for which you want to report. 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 project, project manager, or owning 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 project, project manager, or owning 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.

Accounting Period

This Accounting Period group box is available only when the selected reports include the Allowable Hours or any of the Revenue or Billing percentage reports.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the last fiscal year to be included in this report. All fiscal years, including this year, are included in the preparation of this report.

Period

Enter, or click to select, the last fiscal period to be included in this report. All fiscal periods, including this period, are included in the preparation of this report.

Subperiod

Enter, or click to select, the last subperiod to be included in this report. All subperiods, including this subperiod, are included in the preparation of this report.

Ending Date

This field displays the last date of the selected subperiod.

Options

Field Description
Select Report

Highlight one or more of these 10 reports for the selected projects, project managers, or owning organizations.

Percent Limits

This Percent Limits group box is available only when the selected reports include any of the Revenue or Billing percentage reports.

Field Description
Contract Value

Enter the minimum percent limit of the contract for either the revenue or billing amount.

Funded Value

Enter the minimum percent limit of the funded value for either the revenue or billing amount.

Rate Type

For those report types that incorporate a percentage, use the options in this group box to determine whether that percentage is based on either actual or target project rates.

Field Description
Actual

Select this option to use actual rates with reports that incorporate a percentage.

Target

Select this option to use target rates with reports that incorporate a percentage.