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Contents of the Compute Billing Value of Cost Incurred Screen

Use these fields and options to configure the Compute Billing Value of Cost Incurred 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 limit the projects that have billable value calculated.

Field Description
Option

Use this drop-down list to select the range of projects to be included in the billable value computation. 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 of the range you want to compute. If you select All or From Beginning in the Option field, this field is inactive.

End

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

Accounting Period

Use this group box to select the last subperiod to be calculated for the selected projects. Costpoint calculates all selected projects up to and including the selected subperiod.

Field Description
Option

This field always displays One.

Fiscal Year

Enter, or click to select, the last fiscal year to be included in the billable value computation for the selected projects. All existing years are available for selection.

Period

Enter, or click to select, the last fiscal period to be included in the billable value computation for the selected projects. All existing periods are available for selection.

Subpd

Enter, or click to select, the last subperiod to be included in the billable value computation for the selected projects. All existing subperiods are available for selection.

Ending Date

This non-editable field displays the final date of the subperiod selected.

Options

Project Classifications

Select items in this group box to specify which types of projects to include in the computation of billable value. You can select as many classifications as you want, and there is no default value for this group box.

Include

Field Description
All

If you select this option, all the check boxes in the Project Classifications group box become selected.

Specific

Select this option to select the check boxes individually.

Include Projects with No Costs

Select this check box to include projects that do not have any costs incurred. Select this check box if you know that you have no costs but have already recognized some revenue, or if you want to insert a header record into the goal header table for all projects in the PROJ table.