Costpoint Help

Manage Prior Year Project Comparative Balances

Use this screen to enter project period balances for prior fiscal years into the General Ledger Posting Summary table (GL_POST_SUM) and the Financial Statement Summary table (FS_SUM).

Each entry is for a project, account, organization, and period number. You can only enter one balance for a project/account/organization/period combination. If you post to a period using a Costpoint application, you can no longer enter or change information for that period in this screen. Costpoint uses the period balances to provide comparison columns on reports, or for add-on products such as PowerPlay.

Use this screen only for project balances. Use the Manage PY Non-Project Comparative Balances screen to enter non-project related data.

When you save your work in this screen, your entries replace any previously saved entries for the same account/organization/period. Costpoint creates an entry in the GL_POST_SUM table with a source journal code of CPB for the project/account/organization/period. That entry replaces any previous CPB entry for the same project/account/organization/period.

Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.

Related Topics:

Display the Manage Prior Year Project Comparative Balances Screen

You access the Manage Prior Year Project Comparative Balances screen from the Accounting domain.

Contents of the Manage Prior Year Project Comparative Balances Screen

Use the fields and options to configure the Manage Prior Year Project Comparative Balances screen.

Table Information for the Manage Prior Year Project Comparative Balances Screen

Changes to the Manage Prior Year Project Comparative Balances screen update several tables.

Parent Topic:

General Ledger Beginning Balances