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Contents of the Summarize Project Ledger Screen

Use these fields and options to configure the Summarize Project Ledger 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 this group box to select the project or range of projects you would like to summarize.

Field Description
Project

Use this drop-down list to select the range of projects you want to summarize. Valid options are:

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

Enter, or click to select, the starting project that you want to summarize. If you select All or From Beginning in the Project field, this field is inactive.

End

Enter, or click to select, the ending project that you want to summarize. If you select All, One, or To End in the Project field, this field is inactive.

Options

Select Ending Subperiod

Use this group box to select the subperiod in which the summarized rows reside. All periods and subperiods for the fiscal year, up to and including the subperiod selected, are summarized. Note that all of these periods must be in a Closed status.

Field Description
Fiscal Year

Enter, or click the drop-down list to select, the fiscal year that you want to summarize.

Period

Enter, or click the drop-down list to select, the ending period that you want to summarize.

Subpd

Enter, or click the drop-down list to select, the ending subperiod that you want to summarize.

Ending Date

This non-editable field displays the effective subperiod date.

Summarize Project Ledger

Click to start the toolkit.