Costpoint Online Help

Contents of the Update Budget Report Tables Screen

Use the fields and options to configure the Update 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 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

Proj

Field Description
Option

Using the drop-down list, select the range of projects for which you would like to update the budget tables. Valid selections are:

  • All
  • One
  • Range
  • From Beginning
  • To End

Depending on your selection, the From and To fields may not be applicable.

Start

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Period

Field Description
Option

From the drop-down list, select the range of periods you would like to update within the selected fiscal year. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

    The default for this field is All.

Fiscal Year

Using the drop-down list, select the fiscal year for which you would like to update the budget tables.

Start

The value entered in this field varies, depending on the range that you selected. If you selected All periods, this field is inactive. If you selected One period, enter the period in this field. If you elected to update a Range of periods, enter the starting period for the range in this field. If you selected From Beginning, this field is inactive. If you selected To End, enter the beginning period for the range in this field.

Click to select values from the appropriate table.

End

The value entered in this field varies, depending on the range that you selected. If you selected All periods or One period, this field is inactive. If you elected to update a Range of periods, enter the ending period for the range in this field. If you selected From Beginning, enter the ending period for the range in this field. If you selected To End, this field is inactive.

Click to select values from the appropriate table.

Options

Field Description
Operation

Using the drop-down list, select the type of maintenance you want performed. Valid options are:

  • Update: Select this option to update the budget report tables with existing period or total budget information.
  • Delete: Select this option to delete rows from the report tables.
Process

Click to perform the update of the budget report tables, using the parameters you selected.