Costpoint Online Help

Contents of the Print Project Master Report Screen

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

Print Project Master 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

Field Description
Select Grouping

Use this non-editable drop-down list to select how the report is printed. Valid options are:

  • Classification: Select this option to print the report for all projects that belong to the classifications specified. Classifications are system-defined and include Direct Projects, Indirect Projects, Bid and Proposals, Research and Development, WIP Projects, Inventory, and so on.
  • Owning Organization: Select this option to print the report for all projects that belong to the organizations specified.
  • Project: Select this option print the report for the projects specified.
Option

Use this drop-down list to select a range of classifications, owning organizations, or projects. Valid options are:

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

Enter, or click to select, the starting classification, organization, or project number for the range of projects to be printed. This field is enabled if All, One, Range, or To End is selected in the Option field.

End

Enter, or click to select, the ending classification, organization, or project number for the range of projects to be printed. This field is enabled if All, Range, or From Beginning is selected in the Option field.

Sort By

Field Description
1st Sort

Use this drop-down list to select the sorting of the report. Options are:

  • Owning Organization: Select this option to print reports by owning organization.
  • Project: Select this option to print reports by project for a range of projects.

Include

Field Description
Inactive Projects

Select this checkbox to include information for inactive nodes of active projects, or to include information for inactive projects on any of the reports previously described.

Options

Use the options in this group box to select the report type and the information to be printed on the report.

Field Description
Select Report Select the report type that you want to print. Valid options are Project Summary Only and Project Detail.
Charging Information

Select this checkbox to print charging Information. This checkbox is enabled only if you select the Project Detail report type.

Time and Materials Labor Category Information

Select this checkbox to print a separate page that shows the project labor categories that have been set up for the project number specified. This checkbox is enabled only if you select the Project Detail report type.

Time and Materials Employee Information

Select this checkbox to print a separate page that shows the employees that have been set up for the project number specified. This checkbox is enabled only if you select the Project Detail report type.

Print Project Summary after Project Detail

Select this checkbox to print the Project Summary Report after Project Detail. This checkbox is enabled only if you select the Project Detail report type.