Use this tab on the Configure Project Options screen to select projects, owning organizations, project types, project classifications, employees, vendors, and ending period ranges.
From the drop-down list, select the desired range of project IDs you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting project ID, as applicable.
Enter, or click to select, the ending project ID, as applicable.
Select this check box to include multiple project ranges. You must then specify the ranges you want to include in this report using the Project Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the Project drop-down list box to All.
From the drop-down list, select the desired range of owning organizations you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting owning organization, as applicable.
Enter, or click to select, the ending owning organization, as applicable.
From the drop-down list, select the desired range of project types you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting project type, as applicable.
Enter, or click to select, the ending project type, as applicable.
Select this check box to include multiple project type ranges. You must then specify the ranges you want to include in this report using the Project Type Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the Project Types drop-down list box to All.
From the drop-down list, select the desired range of project classifications you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Select this check box to include multiple project classification ranges. You must then specify the ranges you want to include in this report using the Project Classifications Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the Project Classifications drop-down list box to All.
Enter, or click to select, the starting project classification, as applicable.
Enter, or click to select, the ending project classification, as applicable.
From the drop-down list, select the desired range of employee IDs you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting employee ID, as applicable.
Enter, or click to select, the ending employee ID, as applicable.
From the drop-down list, select the desired range of vendor IDs you want to include in this process. You can then specify the range details in the Start and/or End field, as applicable. Valid options are:
All — Select this option to include all available records. The Start and End fields are disabled for this option.
One — Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range — Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning — Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End — Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or click to select, the starting vendor ID, as applicable.
Enter, or click to select, the ending vendor ID, as applicable.
You can enable the following fields by selecting the Contract PSR Information check box on the Options tab.
This field always displays One.
Enter, or click to select, the ending fiscal year through which you want to download.
Enter, or click to select, the ending period through which you want to download.
If you selected a Fiscal Year and Period, the default end date is displayed here.