Contents of the Mass Add Project Master Data Screen
Use the fields and options to configure the Mass Add Project Master Data 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 the fields in this block to specify the range of projects to be included in the process.
Template Project
Field | Description |
---|---|
Option |
This field always displays One. |
Start |
Enter the project that you want to replicate. The project name displays in the field below. See the restrictions in the documentation for the Destination Project fields for information about project leveling. |
Destination Project
Field | Description |
---|---|
Option |
This field always displays Range. |
Start |
Enter the starting project in the range to be created. |
End |
Enter the ending project in the range to be created. There are certain restrictions placed on the number of projects and projects levels that you can create. These restrictions are as follows:
|
Number of Projects |
This field displays the number of projects that are created when you execute the Add process. To update this field, use the Fill Table button. |
Options
Use the fields in this block to specify project information to be included in the process.
Project
Field | Description |
---|---|
Include Basic Info |
Select this checkbox to set up project basic information. You must set up the Basic Info tab of the Manage Project User Flow screen before or at the same time as other project tables. The additional tables that can optionally be added depend upon the Basic Info tab of the Manage Project User Flow screen. Therefore, you must set up these records before or at the same time as the dependent tables. |
Include Lower Levels |
Select this checkbox to set up the entire project tree. If you select this checkbox, the new project is an exact duplication of the template project in that the project levels and level lengths are identical. |
Include |
This list box displays the additional project tables that can be set up as part of the replication process. You can add these tables as part of the initial project setup, or at a later time. Since these tables depend on project basic information, the replication program verifies the existence of project master tables when the utility is run. To select a table, highlight the table name in the list box. You can add multiple tables. When you have made your selections, click to execute the utility. Note: Selecting the
Project Revenue Setup table in the
Include list box always populates the Revenue Calculation Value field for the selected destination projects. This is the field directly below the
Revenue Formula selection on the Manage Revenue Information screen. The label on this field varies depending on the formula selected. Previously, this field was not populated when a project was entered using the Mass Add Project Master Data screen. Also, as a matter of procedure, run the Update Project Contract and Funded Values toolkit for any projects entered using this screen. This updates the appropriate tables with the modification values entered
on the Manage Modifications screen.
|
Autoload |
Click this button to fill the table window using the template project and your selections in the Destination Projects fields. For each new project being created, the program generates a separate line. |
Table Window
Field | Description |
---|---|
Template Project |
This field displays the project number of the template project replicated. |
Destination Project |
This field displays the project number of the destination project being added.
This restriction exists to prevent dependent lower project levels and segment lengths from being set up incorrectly. |
Destination Project Name |
This field displays the name of the destination project. The template project name defaults in this field and can be modified. |
Destination Project Long Name | This field displays the long name of the destination project. The template project long name defaults in this field and can be modified. |
Destination Project Abbrev |
This field displays the abbreviation code associated with the destination project. You can modify this field. |
Active |
This field determines whether the destination project is set as active or inactive when being created. A value of Y defaults into this field, indicating that the project is active. You can modify this field. |
Owning Organization |
Enter, or click to select, the owning organization of the destination project(s). You can modify this field. |
Task Order |
Enter the task order number to be associated with the destination project. |
Workforce |
This checkbox determines whether the Project Workforce Required option is selected for the destination project. The selection for the template project defaults here. You cannot modify this checkbox. |
Revenue Level |
This checkbox determines whether a revenue formula is assigned to the destination project. This defaults from the template project and cannot be modified. |
Revenue Formula |
This field displays the revenue formula assigned to the destination project. The template project revenue formula defaults in this field and cannot be modified. |
Billing Level |
This checkbox determines whether a billing formula is assigned to the destination project. This defaults from the template project and cannot be modified. |
Billing Formula |
This field displays the billing formula assigned to the destination project. The template project billing formula defaults in this field and cannot be modified. |
Direct Cost Ceiling |
This checkbox determines whether a direct cost ceiling amount is imposed for the destination project. This defaults from the template project and cannot be modified. |
Burden Ceiling |
This checkbox determines whether a burden ceiling amount is imposed for the destination project. This defaults from the template project and cannot be modified. |
Hours Ceiling |
This checkbox determines whether an hours ceiling amount is imposed for the destination project. This defaults from the template project and cannot be modified. |