to select, the starting project or organization for the range of projects or organizations to be printed. This field is enabled if you selected One, Range, or To End in the Option field.Use this screen to print the Project Summary/Detail reports, also known as Project Status Reports (PSRs), which are some of the most critical reports in Costpoint. These reports provide summary level information about project costs, fee, and revenue. Print Project Status Reports each period for review by project managers.
Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates print as percentages.
This application prints the report from the PSR Final Data table. This table is updated by the Update Project Status Report Tables process. You must update the PSR Final Data table before running PSR reports. Rows are updated in the PSR Final Data table according to pre-selected criteria. For example, assume the report table contains amounts from January 1, 2004 through May 31, 2007. If you update the report tables with information from FY 2007, subperiod 1 through 4 of period 5 (May 1-31, 2007), the utility updates only rows containing amounts for this timeframe. If you want to run reports including June 2007 data period 6, run this utility to update the table with that information. For more information on the PSR Final Data table, please refer to the documentation on the Update Project Status Report Tables screen.
Use this group box to limit the project reports that print. You can also define the level of the project, organization, and account in this group box.
Use the drop-down list to select how the report is printed. Valid options are:
Project — If you select Project, the application prints a separate report for each project or each branch of the project tree, depending on the Project Level/Alt Project Level selection.
Owning Organization — If you select Owning Organization, the application prints a separate report for each organization or each branch of the organization tree, depending on the Organization Level selection, for all organizations that are specified as an owning organization on the Basic Info tab of the Manage Project User Flow. Note that all organizations, regardless of the performing organization, are summarized into the report by Owning Organization.
Performing Organization — If you select Performing Organization, the application prints a separate report for each organization or each branch of the organization tree, depending on the Organization Level selection, for all organizations that have incurred costs in the performance of the project. Note that all organizations, regardless of the owning organization, are summarized into the report by Performing Organization.
WIP Project — If you select WIP Project, the application prints a report that displays both the balance sheet (capitalized costs) and income statement sections of the project. Select this grouping only if the Project Classification is designated as Work In Process on the Basic Info tab of the Manage Project User Flow.
Alternate Project — If you select Alternate Project, the application prints a separate report for each alternate project or each branch of the alternate project tree, depending on the Project Level/Alt Project Level selection.
WIP Alternate Project — If you select WIP Alternate Project, the application prints the report described for the WIP Project selection using the Alternate Project feature.
Reorganization — If you select Reorganization, the application prints a separate report for a combined organization that may be linked with another organization, per the settings in the screens in the Reorganizations menu in Costpoint General Ledger.
WIP Owning Organization — If you select WIP Owning Organization, the application prints a report that displays both the balance sheet (capitalized costs) and income statement sections of the project. Select this grouping only if the Project Classification is designated as Work In Process on the Basic Info tab of the Manage Project User Flow. One report prints for each owning organization.
WIP Performing Organization — If you select WIP Performing Organization, the application prints a report that displays both the balance sheet (capitalized costs) and income statement sections of the project. Select this grouping only if the Project Classification is designated as Work In Process on the Basic Info tab of the Manage Project User Flow. One report prints for each performing organization.
Use the drop-down list to select the range of projects or organizations to print. This range must be consistent with the projects you have updated in the PSR table. Valid options are:
All
One
Range
From Beginning
To End
Enter, or click to select, the starting project or organization for the range of projects or organizations to be printed. This field is enabled if you selected One, Range, or To End in the Option field.
Enter, or click to select, the ending project or organization for the range of projects or organizations to be printed. This field is enabled if you selected Range or From Beginning in the Option field.
Select this check box to choose a non-contiguous range of projects to print on the report. Use the Project Non-Contiguous Ranges subtask to select the ranges.
This check box is visible and enabled only when you select Project or WIP Project in the Select By field. If you selected this check box and entered data in the Project Non-Contiguous Ranges subtask, that will override the project range selected from the Selection Ranges group box.
These fields are enabled only when you select Project (the default selection) or WIP Project in the Select By field.
Use the drop-down list to select the range of project managers for the selected project or range of projects to print. If you enter a project range in the Start and/or End fields for Select By, the project manager(s) assigned to these project(s) are listed when you click in the enabled Start and/or End fields in this group box. This range must be consistent with the projects you have updated in the PSR table. Valid options are:
All
One
Range
From Beginning
To End
Enter, or click to select, the starting project manager for the range of projects to be printed. This field is enabled if you selected All, One, Range, or To End in the Option field.
Enter, or click to select, the ending project manager for the range of projects to be printed. This field is enabled if you selected All, Range, or From Beginning in the Option field.
Use these fields to select the period ending date for data to be included on the report.
This field always displays One.
Enter, or click to select, the fiscal year you want included on the report.
Enter, or click to select, the fiscal period you want included on the report. This period is considered the Current Period for column option purposes.
Enter, or click to select, the subperiod you want included on the report. This subperiod is considered the Current Subperiod for column option purposes.
This non-editable field displays the selected subperiod end date.
Use this group box to sort the selected reports by Project. If you do not want to use this feature, the reports print in numerical order and are not sorted. Note that this feature is available only if you select Project or WIP Project in the Select By field in the Selection Ranges group box.
Select this check box if you want a secondary sort on the report by performing organization. This check box is available only if you selected Project for your Select By grouping.
Use this drop-down list to select the first level of sorting. If you selected Project in the Select By field, the option selected in this field is the 2nd sort. The available options are:
Project
Organization
Project Manager
Project Type
Use this drop-down list to select the second level of sorting. The available options are
Project
Organization
Project Manager
Project Type
Use this drop-down list to select the third level of sorting. The available options are:
Project
Organization
Project Manager
Project Type
Use this drop-down list to select the fourth level of sorting. The available options are:
Project
Organization
Project Manager
Project Type
Use the fields in this group box to select various levels of reporting.
Identify the highest project level to print on the report. Balances are rolled up to this project level.
Identify the highest account level to print on the report. Balances are rolled up to this account level.
Identify the highest organization level to print on the report. Balances are rolled up to this org level.
Use the options in this group box to select various reporting options.
Select this check box to include projects that have been set inactive on the Project User Flow.
Select this check box to print lines on the PSR even if they have no activity. Leave the check box blank to suppress lines with no activity.
Select this check box to print amounts rounded to the nearest thousand.
Select this check box to include revenue information on the report. If you do not select the check box, only cost information is printed.
Select this check box to suppress the report if there is no activity in the current period. If you select this check box, no information prints on the report if the following conditions are met:
In the Include group box, you selected Current Period Actual, Current Period Budget, or Current Period Variance as one of the columns to show on the report, and
The amounts for each row in the column are zero.
If you select this check box and these criteria are met, the report is suppressed, but the parameters page and the report page still print.
Select this check box to print labor hours and units information in the footer of the report. This option is available only if you selected Project or WIP Project in the Selection group box.
Select this check box to display pool burden rates on the report. Leave the check box blank to suppress the printing of burden rates. Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates display as percentages.
Select this check box to sort and print pools by sequence number, then by pool number.
Select the report columns to show on the report by selecting an option from the drop-down list for each column you want to print. Valid options are:
Current Period Actual
Current Period Budget
Current Period Variance
Current Subperiod Actual
Current Subperiod Budget
Current Subperiod Variance
Year to Date Actual
Year to Date Budget
Year to Date Variance
Prior Year Actual
Prior Year Budget
Prior Year Variance
Contract To Date Actual
Contract To Date Budget
Contract To Date Variance
Total Contract Budget
Pending PR Amounts
Approved PR Amounts
Pending PO Amounts
Open PO Amounts
Received PO Amounts
Accepted PO Amounts
Vouchered PO Amounts
Unreleased Blanket Amounts
Total PO Commitments
Expense Commitments
Total Contract Variance
Use this drop-down list to select the method you would like to use to calculate the profit percentage. Options are:
Costs — Select this option to print the profit as a percentage of costs.
Revenue — Select this option to print the profit as a percentage of revenue.
Use this drop-down list to select the rate type that you would like to use on the report. Options are:
Actual — Select this option to burden costs with actual expenses. These amounts are stored in the PSR Final Data table.
Target — Select this option to burden costs with target rates. These amounts are stored in the PSR Final Data table.
Actual/Target — Select this option to print the PSR with actual expenses and target rates.
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Subtask |
Description |
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Project Non-Contiguous Ranges |
Click this link to define the non-contiguous range of projects that you want to include on the report. |