CREATE PSR BUDGET REPORT TABLES
Use this screen to update the PSR budget report tables with the most current project information or to delete information in the PSR budget report tables. Deletions clear the report tables. Use this screen before printing any of the five project budget reports.
Location
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 are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
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 in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in 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 in 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
Option
Use this drop-down list to select the range of projects to be included in the table creation. Valid options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
The default for this field is All.
Start
Enter, or click 
to select, the beginning project of the range you want to include in the table creation. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending project of the range you want to include in the table creation. If you select All or To End in the Option field, this field is inactive.
Fiscal Year
Option
This field always displays One because you can run this application for only one fiscal year.
Start
Enter, or click to select, the fiscal year.
Accounting Periods
Option
Use this drop-down list to select the range of accounting periods to be included in the table creation. Valid options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
The default for this field is All.
Start
Select the beginning fiscal period of the range to update. If you select All or To End in the Option field, this field is inactive.
All organizations are available in .
End
Select the ending fiscal period of the range to update. If you select All or From Beginning in the Option field, this field is inactive.
All organizations are available in .
Options
Operation
Use the drop-down list to select the operation to perform. Valid options are:
-
Update — Select this option to load report tables.
-
Delete — Select this option to delete empty report tables. If you select Delete, data is not removed from the budgeting tables but from the tables that create budgeting reports.
Budget Type
Use the options in this group box to select the budget type for which you would like to create tables.
Baseline
Select this option to create report tables for baseline project budgets only.
Workplan
Select this option to create report tables for workplan budgets only.