in the File Location field to select the alternate file location to which you want to save the file. If you choose the second option, leave the File Location field blank when you export the file.Use this screen to create subsidiary project reporting data. This process summarizes project data at the account, organization, and project level specified on this screen, so that you can create or export summarized amounts.
Depending on whether the receiving location is internal or external, Costpoint either creates or exports the project data:
If Costpoint creates the project data, it inserts the data directly in the consolidation project report tables of the receiving company.
If Costpoint exports the project data, it creates a file that you can import and upload into the receiving company's consolidation project report tables.
This application creates costs, revenue, and budget amounts up to and including the fiscal year, period, and subperiod selected. The created project data can be converted from the sending company's functional currency to the receiving company's functional currency. These selections should be consistent with the Create Consolidation Entries screen.
Reporting tables to be summarized and created include the Project Status Report (PSR) and the Revenue Summary Report. Project, account, and organization names are also created so that reports and inquiries contain proper names. The process creates these names and other limited master information at the level specified on this screen. The application assumes that the level of summarization selected here is the level at which reports and inquiries are run. Therefore, the application exports names only at these levels.
Use this screen to create the consolidation project data after you complete the Manage Consolidation Transfer History screen and before you complete the Import Consolidation Data screen.
in the File Location field to select the alternate file location to which you want to save the file. If you choose the second option, leave the File Location field blank when you export the file.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.
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.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Enter, or click to select, a receiving location code. Only active location codes are available for selection. The home location of your login company is not available. The location description displays in the adjacent, unlabeled field.
Enter, or click to select, the ending fiscal year for project data to be created.
Enter, or click to select, the ending period for project data to be created.
Enter, or click to select, the ending subperiod for project data to be created.
Enter a level number to signify the detail of project information to be created. The larger the integer, the greater the detail created. If you use a smaller integer, less detail is created. To show all levels of detail, enter zero.
Enter a level number to signify the detail of account information to be created. The larger the integer, the greater the detail created. If you use a smaller integer, less detail is created. To show all levels of detail, enter zero.
Enter a level number to signify the detail of organization information to be created. The larger the integer, the greater the detail created. If you use a smaller integer, less detail is created. To show all levels of detail, enter zero.
This group box is enabled only if the receiving location is external.
Enter a file name for the output file.
Enter the location of the file you are exporting. There are two ways to do this:
In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.
or
Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.
This non-editable field displays the sending company's functional currency.
This non-editable field displays the receiving company's functional currency.
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Subtask |
Description |
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Exchange Rates |
Click this link to open the Exchange Rates subtask, on which you can review the currency and rate that are used to convert the sending company's functional currency to the receiving company's functional currency. This link is enabled only if the From and To currencies are different. |