PURGE PROJECT AND BILLING INFORMATION

Use this screen to purge the setup, maintenance, processing, report, and history tables of projects that you no longer want to track, bill, or report. This purge process is limited to the projects and billing tables. Before purging, the application checks all activity tables throughout Costpoint to ensure there are no unposted transactions. After the purge process, the project remains on the Manage Project User Flow with an inactive status and cannot be modified. The project is also marked as purged in the PROJ table.

You can enter any level of a given project to purge. Costpoint purges all levels at and below the level entered. Note that purging at a level other than the top level can have an affect on the entire project. For example, if you purge the lower levels of a project that contains transactions and the revenue formula resides at a higher level, the Compute Revenue process does not have a basis on which to calculate. Also, purging the modifications of the lower levels has an affect on the top-level modification amounts of the project. In this case, you need to execute the Update Project Contract and Funded Values and Update Project Period of Performance toolkits to ensure that the project tables are completely updated. Note that you cannot purge a project level that is lower than the level at which the billing formula is set up.

This process is not reversible. Execute this utility only for those projects that you no longer want to track, bill, or report. To prevent the accidental deletion of data, restrict user access to this screen.

Do not use this process until you have reviewed the project information and are certain that this information is no longer needed. To provide an audit trail, archive this information before purging.

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

Project

Enter, or click

to select, any project that you want to purge in this column. Costpoint purges all levels at and below the project level entered. The field to the right displays the name of the project.