PRINT PROJECT SETUP REPORT

The Project Setup Report is a one-page report that provides information on the initialization of a range of projects. It contains data on a variety of setup screens on the Manage Project User Flow screen. Although most of the information is self-explanatory, some of the data merely alerts you that a feature has been activated and that an additional screen may be required to review the specifics.

You can group this report by Project, Organization, Project Manager, Project Type, and Project Classification. You can include inactive projects.

You can print the report for any level of the project tree, but the information prints on the report only if it has been set up at that level. For example, if revenue has been set up at the second level and billing has been entered at the third level, printing the report at the second level excludes the billing information from the report. An exception to this printing rule is modifications, which sum up from the lowest level of the project tree and are printed at the level entered and at all higher levels.

You may find it helpful to print this report, at each level necessary, for each project and retain it in an easily accessible place. Print this report after you have initialized a project or whenever any of the information has changed.

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 the fields in this group box to limit which projects print on the report.

Select

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

 The reports print one-to-a-page for each project in the selected grouping.

Option

Use the drop-down list to select the range of projects you want to print. Valid options are:

The default for this field is All.

Start

Enter, or click to select, the beginning project you want to include in 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 you want to include in the report. If you select All or To End in the Option field, this field is inactive.

Options

Include Inactive Projects

Select this check box to print reports for projects that have been marked as inactive on the Basic Info tab of the Manage Project User Flow screen.