Use the Sub-Totals page of the Report wizard to define how subtotals are calculated and displayed on a project report.
Note: This page displays when you run a report that displays project data.
Available Sub-Totals
This grid displays the available criteria fields for a particular report.
Field | Description |
Criteria
|
The
Criteria tree displays the criteria available for the selected file. This tree contains the following top levels:
- Codes — This level contains all code files attached to key fields, CAM (Cost Account Manager) codes, codes attached to control accounts and work packages, and codes attached to the resource file. The project codes are also displayed only if a master project is selected to run the report against. If you select a project that has project level codes, these project level codes are not included as codes for the report to run against.
The following codes are displayed:
- Control account codes
- Work package codes
- CAM codes
- Codes in the CA1 key field code
- Codes in the CA2 key field code
- Codes in the CA3 key field code
- Codes in the WP key field code
- Codes on the resource file
- Codes on resource assignments
- CAM
- Work Package Manager
If you select a master project, the prompt of the project code becomes an option to run the report against.
If the code is attached to a control account or work package, the names for the control account and work package are displayed before the code file prompt name with a period in between. For example,
CA.Manager,
ControlAccount.Manager.
If the code file is attached to the key field code, the key field prompt name is displayed before the code prompt name. For example
WBS.IPT LEADER,
OBS.LOCATION.
Selecting a code file displays its values that are defined in the project on a control account, work package, or project level when a project level code is selected.
|
Selected Sub-Total Criteria
|
You must select criteria in a specific order to get a sensible report. The order must be from the largest to the smallest criteria set. The following rules are implemented on this page:
- You cannot select work package above a control account.
- You cannot select control account above control account key fields.
- Some reports require results to be the last selected sub-total.
|
Selected Sub-Totals Grid
This grid displays the selected criteria. At least one criterion must be displayed in this grid to proceed to the next page.
Field | Description |
>
|
Click this button to move a criterion from the
Available Sub-Totals list to the
Selected Sub-Totals list. You can select only one criterion at a time. The
Selected Sub - Totals lists displays the criteria in the order in which you select them.
|
<
|
Click this button to move the selected criterion from the
Selected Sub-Totals list to the
Available Sub-Totals list.
|
<<
|
Click this button to move all criteria from the
Selected Sub-Totals list to the
Available Sub-Totals list.
|
Up
|
Click this button to move the selected criterion in the
Selected Sub-Totals list up one position in the order.
|
Down
|
Click this button to move the selected criterion in the
Selected Sub-Totals list down one position in the order. The maximum number of selected criteria allowed is displayed above the
Selected Sub-Totals list. An error occurs if you add more criteria than this.
|
Level
|
This field represents the structure level that should be displayed on the report. The criteria on the report are summarized to the level you specify. You can edit this field if the selected criterion (file) is hierarchical in nature, such as a WBS file.
- If the file is hierarchical, you can enter or select another value for this field.
- If the file is not hierarchal, the cell contains the number
0, and the field is disabled.
You cannot select a level lower than
0 or greater than
20.
If the criteria you select is hierarchal, the criteria can be selected twice as a sub-total as long as the level is different for each of the duplications.
|
Show Total
|
Select this check box to create a subtotal on the report for the top criteria/cost set selected in the Selected Sub-Totals list. The check box is available only if the report supports the calculation of subtotals.
A subtotal is never calculated for the last criteria listed, even if the
Show Total check box is selected. For example, if you select
Control Account and
Work Package, and choose to calculate subtotals for both, the subtotals only display for the
Control Account.
If the
Create formula for subtotals option on the Report Tab of the Application Preferences Dialog Box is selected, Cobra creates an Excel formula for each subtotal value. Otherwise, Cobra displays the subtotal values as numbers.
|
New Page
|
Select this check box to create a page break for each criterion. For example, if you select the
New Page check box for
Control Account and
Work Package, the control account and its related work packages and subtotals are on a separate page from other control accounts and work packages.
|