Use this page to select the level at which to export and aggregate data.
Contents
| Field | Description |
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| Export data by:
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Use this field to select the level at which to export and aggregate data.
Your options are:
- Work Package: If selected, the to-date, current period, and to complete values of Budget, Progress, and Actuals will be exported at the work package level.
Note: If the
Level at which to capture actual costs option of the selected project is set to
Control Account, actuals will be exported at the control account level. If the Forecast class is set to
Control Account level, forecast will be exported at the control account level.
- Control Account: If selected, the to-date, current period, and to complete values of Budget, Progress, Actuals, and Forecasts will be exported at the control account level.
Note: If you select
Deltek Common Data on the Project and Format page, this option defaults to
Work Package. If you select
IPMDAR —Contract Performance Format, this option defaults to
Control Account.
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| Export historical data:
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Use this field to either export the cost data per time-phased periods or just the cumulative to date values.
Your options are:
- Time-phased
- Cumulative to date
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| Aggregate time-phased data by:
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Use this field to select the level at which to aggregate time-phased data.
Your options are:
- Element of Cost: Select this option to aggregate time-phased data at the element of cost level. This option is available when exporting both DCDE and IPMDAR formats.
- None: Select this option to exclude lower level data aggregation. This option is available when exporting IPMDAR format.
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| Use WBS/OBS combination as Control Account
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Select this option if you want to export the data using the WBS and OBS as the control account if they are not assigned to control account key fields. When this option is selected, control accounts with similar WBS and OBS will be aggregated.
The field values that will be exported for the combined Control Accounts are as follows:
- BaselineStartDate: The earliest baseline start date is exported.
- BaselineFinishDate: The latest baseline finish date is exported.
- ForecastStartDate: The earliest forecast start date is exported.
- ForecastFinishDate: The latest forecast finish date is exported.
- ActualStartDate: The earliest actual date is exported.
- ActualEndDate: This is only exported when all control accounts are in COMPLETED status and the latest actual end date is exported.
- CAM: The CAM of the first control account that the database sees when combining control accounts with the same WBS/OBS is exported.
- CA/WP Code assignments: The values from the first control account that the database sees when combining control accounts with the same WBS/OBS are exported.
- Progress Technique: The progress technique of the first work package that the database sees when combining control accounts with the same WBS/OBS and work package ID is exported.
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| Detail data contains:
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Use this field to select one of the following options:
- Direct values: Select this option to include Direct Dollars (in addition to Total Dollars) in the exported data. You must have a result code of Direct in the direct results.
- Indirect values: Select this option to include Indirect Dollars (in addition to Total Dollars) in the exported data.
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| Selected burdens are NonAdd:
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Use this field to select the burden of cost to mark as
NonAdd in the configuration.
Your options are:
- Overhead (OH)
- General and Administrative (G&A)
- Cost of Money (COM)
You can select as many options as you want, or none at all.
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