SUMMARIZE PROJECT GOAL DETAIL

Use this screen to summarize the Project Goal Detail table (PROJ_GOAL_DETL) into a specified subperiod. This process deletes rows that are summarized from the table, thus freeing disk space and reducing the size of your database. You can run this process at the end of every period to control the number of rows that exist in the PROJ_GOAL_HDR and PROJ_GOAL_DETL tables.

This process is run on a year-to-date basis for all periods and subperiods up to and including the subperiod selected. In the PROJ_GOAL_DETL table for non-labor and units, Costpoint inserts a row for each unique project/organization/account combination into the fiscal year, period, and subperiod selected. For labor, Costpoint inserts a row for each unique project/account/organization/employee/GLC/PLC into the fiscal year, period, and subperiod selected.

You cannot report for the periods deleted because the data is summarized; however, for future period reporting, your YTD detail is accurate.

You must run the following screens in sequence:

  1. Run the Compute Billing Value of Cost Incurred screen for all projects for the ending subperiod up to those you want to summarize.

  2. Run the Summarize Project Goal Detail screen (this screen). Costpoint sets the ending subperiod and period to date columns equal to the year-to-date balances. The ITD columns remain the same and no modifications are necessary. The application deletes all rows that are summarized from the PROJ_GOAL_DETL and PROJ_GOAL_HDR tables.

  3. Run the Update Prior Year History screen with the Billing Value check box selected. During this process, Costpoint inserts the Ytd_Goal_Amt column from the PROJ_GOAL_DETL table into the Py_Goal_Amt column of the PY_GOAL table and uses these balances to derive ITD balances for the next fiscal year.

If you do not need prior period data for reporting purposes, you can run the Summarize Project Goal Detail screen to ensure accurate YTD balances. All prior period rows are deleted from the PROJ_GOAL_HDR and PROJ_GOAL_DETL tables.

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

Use this group box to select the subperiod in which the summarized rows reside. All periods and subperiods for the fiscal year, up to and including the subperiod selected, are summarized.  After you enter the Subperiod, the field to the right displays the subperiod ending date.

Fiscal Year

Enter, or click the drop-down list to select, the fiscal year of the subperiod in which the summarized rows reside. This field is required.

Period

Enter, or click the drop-down list to select, the period of the subperiod in which the summarized rows reside. This field is required.

Subperiod

Enter, or click the drop-down list to select, the subperiod in which the summarized rows reside. This field is required. The effective subperiod date displays in the field to the right.

Options

Delete the Project Goal Detail Table for All Prior Years

Select this check box to delete all rows in the PROJ_GOAL_DETL table for all prior years. Remember that, when you run the Update Prior Year History screen with the Billing Value check box selected, Costpoint summarizes all of the transactions from the PROJ_GOAL_DETL table and inserts them into the PY_GOAL table. Costpoint does not delete the rows in the table at that time.

Do not compute billable value of cost incurred for periods that have been summarized and deleted. This inserts rows into the tables and results in incorrect data. If you have computed billable value again in error, you must compute billable value for the last fiscal year, period, and subperiod before running the Update Prior Year History screen.

Summarize Project Goal Detail

Click to execute this screen.