Sub-Totals Page of the Report Wizard
Use this page to define how subtotals are calculated and displayed on a project report.
Available Sub-Totals
This grid displays the available criteria fields for a particular report.
Field | Description |
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Criteria | The
Criteria tree displays the criteria available for the selected file. This tree contains the following top levels:
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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:
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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 |
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> | 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.
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. |
Include empty code assignments | Select this check box to include empty code assignments for the selected criteria that are associated with a code file in the report. This option is disabled when running Project Audit and IPMR Format 3 reports as records with empty code assignments are always included in these reports. |