CREATE POOL LINKS

Use this screen to create the cost and base account/organization combinations that were entered on the Manage Cost Creation Setups and Manage Base Creation Setups screens. On the Manage Cost Creation Setups and Manage Base Creation Setups screens, you can use wildcards to designate the accounts and organizations that compose your cost pool setup. You also enter the associated allocation and variance combinations. After entering this data in the setup screens, use the Create Pool Links screen to create the different combinations. After you create the combinations, you can review and fine-tune them, if necessary, on the Manage Cost Pools screen, using the Pool Cost and Pool Base subtasks. You cannot use this screen to delete or modify cost pool information; you can only create new combinations that were entered in the setup screens. To make modifications to the combinations, use the subtasks of the Manage Cost Pools screen.

Use this screen whenever you enter new account/organization combinations in either the Manage Cost Creation Setups or Manage Base Creation Setups screens. Review the Manage Base Creation Setups and Manage Cost Creation Setups screens and run this process each month to incorporate any additions or modifications to the account/organization structure in the pool structure.

When you run this screen for ALL pools, Costpoint updates the Last Create Pool Links Run Date field on the Configure Project Settings screen. This date is used as a reference point to determine which rows to process. The next time you execute the Create Pool Links screen, the timestamp for each row in the Pool Cost Setup (POOL_COST_WILDCARD) table and the Maintain Account/Org Links (ORG_ACCT) table is compared to the timestamp in the Project Settings table. Only rows with a timestamp later than the timestamp on Project Settings are inserted into the work table to be compared to existing pool cost and pool base account rows.

The Last Create Pool Links Run Date field is editable. For example, if you delete rows on the Pool Cost or Pool Base subtasks of the Manage Cost Pools screen, you can modify the timestamp and use the Create Pool Links process to restore the rows.

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

Allocation Group Number

Use this group box to select the allocation for which you want to create pool links.

Option

This field always displays One.

Start

Enter, or click to select, a valid allocation group number. This is a required field. The adjacent field displays the description of the selected allocation group.

Fiscal Year

Option

This field always displays One.

Start

Enter, or click to select, a valid fiscal year for which the pool links are created. This is a required field.

Pool

Use the fields in this group box to limit the pools for which you are creating links.

Option

Use this drop-down list to select the range of pools for which you want to create pool links. Valid options are:

Start

Enter, or click to select, the starting pool for which you want to create pool links. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending pool for which you want to create pool links. If you select All, One, or To End in the Option field, this field is inactive.

Options

Include

To create any pool/account/organization links, you must select at least one of the check boxes in this group box.

Pool Cost Accounts

Select this check box to create the pool cost account/organization combinations.

Pool Base Accounts

Select this check box to create the pool base account/organization combinations.

Active Account/Orgs Only

Select this check box to link only active account/org combinations.

Process

All Cost Pools

Select this option to create the pool cost and pool base for all cost pools.

Modified Cost Pools Only

Select this option to create the pool cost and pool base only for those cost pools that were modified since the last time this screen was run. When you run this screen for ALL pools, Costpoint updates the Last Create Pool Links Run Date field on the Configure Project Settings screen. This date is used as a reference point to determine which rows to process.

Create Error Report

Select this check box to print a report of invalid account/org combinations in the wildcard tables.

Create Links

Click to create pool links.

If an account/org combination is not found in the ORG_ACCT table, Costpoint displays a soft warning. Click to print or view an error report.