UPDATE BUDGET REPORT TABLES
Use this screen to update the budget report tables with the budgeted data in the Total Budgets and Period Budgets menus. These report tables are then used as the basis for any budget information that appears on the Project Status Reports. You can also use this screen to delete budget report table rows from outdated budget revisions. This delete process clears data and frees disk storage, resulting in faster processing time.
Run this process after you have entered information into the Total Budgets and Period Budgets menus. You must run this process and then the Update Project Status Report Table process before any budgeted information appears on the project status report.
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
Proj
Option
Using the drop-down list, select the range of projects for which you would like to update the budget tables. Valid selections are:
-
All
-
One
-
Range
-
From Beginning
-
To End
Depending on your selection, the From and To fields may not be applicable.
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.
Period
Option
From the drop-down list, select the range of periods you would like to update within the selected fiscal year. Valid options are:
-
All
-
One
-
Range
-
From Beginning
-
To End
The default for this field is All.
Fiscal Year
Using the drop-down list, select the fiscal year for which you would like to update the budget tables.
Start
The value entered in this field varies, depending on the range that you selected. If you selected All periods, this field is inactive. If you selected One period, enter the period in this field. If you elected to update a Range of periods, enter the starting period for the range in this field. If you selected From Beginning, this field is inactive. If you selected To End, enter the beginning period for the range in this field.
Click to select values from the appropriate table.
End
The value entered in this field varies, depending on the range that you selected. If you selected All periods or One period, this field is inactive. If you elected to update a Range of periods, enter the ending period for the range in this field. If you selected From Beginning, enter the ending period for the range in this field. If you selected To End, this field is inactive.
Click to select values from the appropriate table.
Options
Operation
Using the drop-down list, select the type of maintenance you want performed. Valid options are:
Process
Click 
to perform the update of the budget report tables, using the parameters you selected.