VIEW PROJECT ACTIVITY BY LEVEL

You can use this screen to review project costs and revenue without printing a report. The amount of information is limited compared to the project reports because of space and speed considerations. If you want additional data on a project, use the reports to print out this information. This screen and its subtasks contain summary information that was created by running the Create Project Report Tables screen for the revenue summary data. All of the subtask inquiries are driven from the main screen.

In the main screen, you can click to select a specific project or organization with which you want to work. You can view your inquiry using either the Home organization (Owning Org) or the contributing organization (Performing Org). You can conduct either of these inquiries using either target or actual rates. Note that you can use this screen to perform inquiries in which you can specify the project, organization, and account levels that include all information at and below that level. You can use the View Project Activity screen for inquiries without including the lower levels. The inquiry screens are non-editable.

You must first post the journals and run the Compute Burden Costs screen, Compute Revenue screen, Update Project Status Report Tables screen, and Create Project Report Tables screen for the fiscal year, period, and subperiod about which you want to inquire. These are the same steps taken to get printed reports for the same time period. The only available fiscal year information is that which currently exists in the report tables.

To produce an inquiry for a period other than those currently available, follow these steps to create the report table. Keep in mind that some of the steps might have already been run, such as on the Compute Burden Costs and Compute Revenue screens. If you have already run Compute Burden Costs and Compute Revenue, you do not need to rerun them. Normally, for previous periods you need to create only the report tables in order to inquire against them. The amount of time you retain report tables determines how many subperiods worth of information are available simultaneously. Normally you want to run the processes for the latest subperiod to have the most up-to-date information.

Location

Selection Criteria

Fiscal Year

To narrow the rows shown in the table window to a specific fiscal year, select that fiscal year before executing the inquiry. Keep in mind that the only fiscal years shown are those that have activity in the report tables. If you do not select a fiscal year, all fiscal years with rows in the report table are shown. Normally only one fiscal year is available at a time unless the report tables were created for a previous fiscal year. If you purge your data on a weekly basis, you do not need to select a fiscal year because only one exists in the report table.

Period

To narrow the rows shown in the table window to a specific period, select that period before executing the inquiry. Keep in mind that the only periods shown are those that have activity in the report tables. If you do not select a period, all periods that have rows in the report table are shown. If you purge your data on a weekly basis, you do not need to select any period because only one exists in the report table.

Subperiod

To narrow the rows shown in the table window to a specific subperiod, select that subperiod before executing the inquiry. Keep in mind that the only subperiods shown are those with activity in the report tables. If you do not select a subperiod, all subperiods with rows in the report table are shown. If you purge your data on a weekly basis, you do not need to select a subperiod because only one exists in the report table.

Project

To inquire on a specific project, select that project by clicking , or enter the project. To inquire on a range of projects, click to select them. If you select a single project, its description displays next to the project.

Organization

To inquire on a specific organization, select that organization by clicking , or enter the organization. To inquire on a range of organizations, click to select them. If you select a single organization, its description displays next to the organization.

Rate Type

Select the rate type you want to use for your inquiry.

Target

Select this option to display targeted burden amounts in the table.

Actual

Select this option to display actual rates in the table.  If you select this option and the rates have not been calculated yet for the accounting period, the costs do not reflect any indirect burden. This may cause the cost and revenue values to be incorrect.

Use

Select the organization type that you want to use for your inquiry.

Owning Org

Use this option to execute the inquiry based on the owning organization of the project.

Performing Org

Select this option to execute the inquiry based on the performing organization of the project.

Project Level

Identify the highest project level that you want to display in the inquiry. Balances are rolled up to this project level.

Organization Level

Identify the highest organization level that you want to display in the inquiry. Balances are rolled up to this organization level.

Account Level

Identify the highest account level that you want to display in the inquiry. Balances are rolled up to this account level.

Table Window

Information in the table window defaults from the Revenue Report table. The number of rows or projects shown in the table window is based on your selection criteria. You can modify and save the size and order of the columns to meet your requirements.

The column information contains cost, revenue, and net inventory information for the subperiod, period, Year-to-Date (YTD), and Inception-to-Date (ITD) for the project(s) selected, as well as the ITD billed, open receivable, and retainage amounts, and the project manager's name. If you did not narrow your inquiry to a specific fiscal year, period, subperiod, project, and organization, columns also display for each item for which you did not select a specific value before executing your inquiry.

Information displays in the table window when you click .

Fiscal Year

This non-editable field displays the fiscal year associated with the data on this row of the table.

Period

This non-editable field displays the period associated with the data on this row in the table window.

Subperiod

This non-editable field displays the subperiod associated with the data on this row of the table window.

Project

This non-editable field displays the project associated with the data on this row of the table window.

Project Name

This non-editable field displays the project name.

Organization

This non-editable field displays the organization associated with the data on this row of the table window.

Organization Name

This non-editable field displays the organization name.

Prior Year Net Inventory

This non-editable field displays the prior year net inventory for the project on this row of the table window.

Target Subperiod Cost

This non-editable field displays the target subperiod cost for the project and subperiod on this row of the table window.

Target Subperiod Revenue

This non-editable field displays the target subperiod revenue for the project and subperiod on this row of the table window.

Target Subperiod Net Inventory

This non-editable field displays the target subperiod net inventory for the project and subperiod on this row of the table window.

Target Period Cost

This non-editable field displays the target period cost for the project and period on this row of the table window.

Target Period Revenue

This non-editable field displays the target period revenue for the project and period on this row of the table window.

Target Period Net Inventory

This non-editable field displays the target period net inventory for the project and period on this row of the table window.

Target YTD Cost

This non-editable field displays the target year-to-date cost for the project and fiscal year displayed on this row of the table window.

Target YTD Revenue

This non-editable field displays the target year-to-date revenue for the project and fiscal year displayed on this row of the table window.

Target YTD Net Inventory

This non-editable field displays the target year-to-date net inventory for the project and fiscal year displayed on this row of the table window.

Target ITD Cost

This non-editable field displays the target inception-to-date cost for the project and fiscal year displayed on this row of the table window.

Target ITD Revenue

This non-editable field displays the target inception-to-date revenue for the project and fiscal year displayed on this row of the table window.

Target ITD Net Inventory

This non-editable field displays the target inception-to-date net inventory for the project and fiscal year displayed on this row of the table window.

ITD Billed Amount

This non-editable field displays the inception-to-date amount billed for this project.

Open Receivable Amount

This non-editable field displays the open receivable amount for the project.

Retainage Amount

This non-editable field displays the retainage amount for this project.

Net Withholding Amount

This column displays the net of withholding for the project, organization, and account combination for the fiscal year up to and including the specified subperiod.

Subtasks