Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Print Estimate to Complete Report Screen

Use the fields and options to configure the Print Estimate to Complete Report 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 the fields in this group box to limit the projects that are included on the report.

Field Description
Option

Select the range of projects to include on the report. Valid options are:

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

Options

Include

Use this group box to identify the level of the project, account, and organization that you would like to print.

Field Description
Proj Level __ and Below

Enter the highest project level you want printed on the report.

Account Level __ and Below

Enter the highest account level you want printed on the report.

Performing Org Level __ and Below

This field is available only if you select Performing Organization as your Secondary Sort option. Enter the highest performing organization level you want printed on the report.

Selection Options

Field Description
Include Inactive Projects

Select this check box to include all active and inactive projects on the report. If this check box is cleared, inactive projects are not included.

Include Commitments

Select this check box to include commitment information on the report.

2nd Sort

Use the drop-down list to select your secondary sort. Valid options are:

  • Account: Select this option to use project account as the secondary sort for your report.
  • Performing Organization: Select this option to use performing organization account as the secondary sort for your report. If you select this option, you must fill in a performing organization level in the Performing Org Level __ and Below field.