PRINT PROJECT MASTER REPORT

Use this screen to print a series of reports that show the setup information for a project or a range of projects, including General Information, Charging Information, Revenue Setups, COGS Setups, and T&M Labor Category/Employee Information. You can also print an indented Work Breakdown Structure (WBS) format of all the nodes on the project.

Print and retain this report (both the Summary WBS report and the detail) after setting up a project. Print it whenever project information is modified.

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

Select Grouping

Use this non-editable drop-down list to select how the report is printed. Valid options are:

Option

Use this drop-down list to select a range of classifications, owning organizations, or projects. Valid options are:

Start

Enter, or click   to select, the starting classification, organization, or project number for the range of projects to be printed. This field is enabled if All, One, Range, or To End is selected in the Option field.

End

Enter, or click to select, the ending classification, organization, or project number for the range of projects to be printed. This field is enabled if All, Range, or From Beginning is selected in the Option field.

Sort By

1st Sort

Use this drop-down list to select the sorting of the report. Options are:

Options

Print

Use the options in this group box to select the information to be printed on the report.

Charging Information

Select this check box to print charging Information.

Time and Materials Labor Category Information

Select this check box to print a separate page that shows the project labor categories that have been set up for the project number specified.

Time and Materials Employee Information

Select this check box to print a separate page that shows the employees that have been set up for the project number specified.

Project Summary Report

Select this check box to print the indented WBS format report for all of the nodes of the project specified. The report includes the description (name) of each node and its abbreviation.

Include

Inactive Projects

Select this check box to include information for inactive nodes of active projects, or to include information for inactive projects on any of the reports previously described.