CREATE ESTIMATE TO COMPLETE REPORT TABLES

Use this screen to create the tables used for the ETC reports and inquiries. This process uses the information you entered in the ETC maintenance screens, and the amounts and hours you entered for project total budgets.

You must run this screen to print ETC reports or view ETC inquiries. Before running this process, review and finalize the ETC amounts and hours for the period reflected on the 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

Use this group box to limit which projects have tables created for them.

Option

Select the range of projects that you want to include in the report table. The available selections are:

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

You must select at least one of the check boxes in this group box. For each type of data you want to include in the report tables, select the appropriate check box.

Estimate to Complete Amounts

Select this check box to create the report table to run ETC reports for amounts. The name of the table created is RPT_ETC_AMT.

Estimate to Complete PLC Hours

Select this check box to create the report table to run ETC reports for hours by PLC. The name of the table created is RPT_ETC_PLC.

Estimate to Complete GLC Hours

Select this check box to create the report table to run ETC reports for hours by GLC. The name of the table created is RPT_ETC_GLC.

Create report table(s)

After you make your selections, click to start the Create Estimate to Complete Report Tables process.