PRINT PROJECT ACCOUNT GROUP SETUP REPORT

Use this screen to print a report that provides information on the initialization of a range of projects or project account groups. It contains data from setup screens in Costpoint Project Setup, including the Manage Project Account Groups screen. Although most of the information is self-explanatory, some of the data tells you that a feature has been activated and that an additional screen may be required to review the specifics.

There are two ways to print the report. First, you can print by project. If you use this method, the projects print in order by project number, displaying the project account group associated with each project. You can also print by project account group. If you use this method, the project account groups print in order by project account group code, displaying the project associated with each group code. 

You can include inactive projects. The report prints one project or project account group per page. The account number, account name, function code, project account abbreviation, revenue account mapping, and active flag also print for each project account group.

Before printing this report, you must have set up project account groups on the Project Account Groups screen. To print the report by project, you must have assigned the project account group to a project on the Manage Project User Flow screen.

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

Use this drop-down list to select a valid grouping. Valid options are:

The report prints one project or project account group per page, depending on the selection.

Option

Use this drop-down list to select the range of projects or project account groups for the report. Valid options are:

The default for this field is All.

Start

Enter, or click to select, the beginning project or project account group for the range you want to include on the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project or project account group for the range you want to include on the report. If you select All or To End in the Option field, this field is inactive.