CREATE PROJECT REPORT TABLES

Use this screen to create the report tables necessary for specific project reports. These reports are as follows:

Execute this screen before running the project these reports. The application updates the rows in this table according to the criteria you select.

For example, assume the report tables contain amounts from January 1, 2005, through May 31, 2007. If you update the report tables with information from FY 2006, subperiod 1 through 4 of period 12 (December 1-31, 2006), the screen updates only rows containing amounts for this timeframe. If you want to print reports with January 2007 data (period 1), you must first run this screen to update the table with the January information.

You must post all journals, and compute and post revenue and burden, before you run this utility.

For the Revenue Summary, T&M Analysis, and Revenue Worksheet reports, you must have executed the Update Project Status Report Table screen for the subperiod and range of projects for which you want reports.

For the Project Labor Summary report, you do not have to run the Update Project Status Report Table screen before you run the Create Project Report Tables screen.

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.

Select Ranges

Projects

Use these fields to select the project range.

Option

Use the drop-down list to select the range of projects to update. This range must be consistent with the projects for which you want to print reports. Valid options are:

Start

Enter, or click to select, the starting project for the range of projects to be updated.

End

Enter, or click to select, the ending project for the range of projects to be updated.

Accounting Period

Use these fields to select the period through which you would like to update the report tables.

Fiscal Year

Enter, or click to select, the fiscal year to update the table.

Period

Enter, or click to select, the ending period to update the table.

Subpd

Enter, or click to select, the ending subperiod to update the table.

Ending Date

This non-editable field displays the effective subperiod date.

Options

Create Data For

Use the options in this group box to select which report tables you would like to create.

Revenue Summary

Select this check box to update the report table for the Project Revenue Summary Report. This check box also updates the report table, including labor costs, for use on the View Project Activity screen. See the Table Information section for information on sources tables and tables created by this process.

T&M Analysis

Select this check box to update the report table for the T&M Analysis Report. See the Table Information section for information on sources tables and tables created by this process.

Labor Summary

Select this check box to update the report table for the Project Labor Summary Report. See the Table Information section for information on sources tables and tables created by this process.

Revenue Worksheet

Select this check box to update the report table for the Revenue Worksheet. See the Table Information section for information on sources tables and tables created by this process.

T&M Analysis Report Options

You can access this group box only when you have selected the T&M Analysis check box.

The two separate percentage fields represent two different methods for calculating your profitability on T&M projects. You must select which method you want to use. Your can use only one of the two options. Enter a percentage for the option you use and set the percentage for the other option to "0."

The percentages in this group box are used for analyzing the profitability of your T&M rates on the Print T&M Analysis Report screen. Refer to that screen's documentation for particulars of the analysis calculations.

Desired Markup Percent

The average base labor rate is marked up by the percentage you enter in this field. This percentage is used in lieu of cost burdens by companies that do not use indirect cost pools. The average base labor rate is marked up by a flat percentage and the resulting profit percentage is compared to the profit percentage from the current billing rates. If you decide to print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero.

Desired Fee Percent

Enter a percentage in this field. The average base labor rate is burdened by your indirect cost pools to arrive at an average burdened hourly rate. This average burdened hourly rate is compared to the current billing rate to determine the profit percentage. The desired fee percent that you enter in this field is then added onto the average burdened hourly rate to provide the minimum hourly rate you could charge and still reach your profit objectives. If you print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero.

Include Non-T&M Projects

Select this check box to include projects with any revenue formula when data is created for T&M projects. Select this check box for reports on Revenue Equals Billings projects.

Budget Type

Use this group box to select the type of budget you would like to print on your reports.

Baseline

Select this option to update the report tables with baseline budget data from Costpoint Advanced Project Budgeting.

Workplan

Select this option to update the report tables with workplan budget data from Costpoint Advanced Project Budgeting.

Compute Open Receivable Amounts As Of

Use the options in this group box to select the "as of" date for the Open Receivables.

Current Date

Select this option to compute open receivable amounts through the current system date. This option is selected by default.

Subperiod Ending Date

Select this option to compute open receivable amounts through the subperiod ending date.

Create Report Tables

Click to create the report tables.