Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Prompts

These are Project Percent Complete Report prompts.

Prompt Message

Description

Company

Select the company to use to run the report.

Fiscal year

Select the fiscal year.

Period

Select the period.

Subperiod

Select the subperiod.

If adjustment subperiods are available for the selected period, they are displayed in the Subperiod drop-down list including the adjustment period type which can either be Interim or Final.

For example:
  • Interim adjustment period 1 will display as 1 Adj Pd - Interim.
  • Final adjustment period 1 will display as 1 Adj Pd - Final.

Primary group

Select the primary grouping for the report:

  • Alternate Project

  • Organization - Owning

  • Organization - Performing

  • Project

  • Project Manager

  • Reorganization

Reorganization, Alternate Project, and Project Manager are optional prompts that require some prior setup in Costpoint before you can use them.

To use Reorganization, first establish Reorganization structure in Accounting > General Ledger > Reorganizations.

To use Alternate Project, first establish alternate project structure in Projects > Project Setup > Alternate Projects.

To use Project Managers, link project managers to projects on the Manage Project User Flow screen in Costpoint.

Rate type

Select the rate type to include:

  • Actual — Print the report using actual burden rates from the tables.

  • Target — Print the report using target burden rates from the tables.

Basis

Choose one of the following:

  • Contract Value — Select this option to include projects on the report that compute and post revenue based on the signed value of the project.

  • Funded Value — Select this option to include projects on the report that compute and post revenue based on the funded value of the project.

Operator

Select one of the following to indicate the relation to the percent complete:

  • Greater than or Equal To

  • Less than or Equal To

  • Equal to

  • None (Show All)

Percent complete

Enter a value as a percentage of total project work completed.

Revenue level

Select Yes to display project data at the revenue level.

Project level

Select the project level at which you want the report printed. All lower levels will be rolled up for the report.

Organization level

Select the organization level at which you want the report printed. All lower levels will be rolled up for the report.

Limit projects

Enter a portion of one or more project IDs in the Keywords field and click Search to list projects to include on the report.

You can use the steps in entering keywords in the Keywords search fields to return the results you are looking for.