Use this tab to define the Range of projects that are staged in Costpoint before being moved into P3. You can define these projects by Fiscal Year, Period, and Subperiod. You can also limit Costpoint data that is staged using the checkboxes in the Include group box.
You can run this tab at any time; however, for the staged Costpoint data to be accurate, you should post expenses and compute pool rates, burden costs, and revenue before gathering and preparing Costpoint data. You must also run this process before moving Costpoint data into P3.
Use the fields in this group box to define a range of projects that are gathered, prepared, and staged in Costpoint before being moved to P3.
Use the drop-down box to select the Costpoint Project IDs to be gathered, prepared, and staged in Costpoint before being moved to P3. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting Costpoint Project ID to be gathered and prepared. If you select "All" or "From Beginning" in the Range field, this field will be inactive. Manually entered Project IDs must be valid Project IDs in the Costpoint Project (PROJ) table.
Enter, or use Lookup to select, the ending Costpoint Project ID to be gathered and prepared. If you select "All," "One," or "To End" in the Range field, this field will be inactive. Manually entered Project IDs must be valid Project IDs in the Costpoint Project (PROJ) table.
Select this checkbox if you want active and inactive projects to be gathered and prepared. If you do not select this checkbox, only active projects will be gathered and prepared.
Use this group box to define the Fiscal Year, Period, and Subperiod of Costpoint data that is gathered and prepared.
Select the current fiscal year of the data to be gathered and prepared.
Select the period of the data to be gathered and prepared.
Select the subperiod of the data to be gathered and prepared.
This non-editable field stores a system-generated date. The value in this field is either the current system date or the end date of the fiscal year, period, and subperiod selected, whichever is earliest. The As of Date is used as a timestamp for data in the interface tables.
Use the options in this group box to determine the data elements to be included in the gather and prepare process
Select this checkbox to gather and prepare Labor Hours and Labor Cost.
Select this checkbox to gather and prepare Non-labor Cost and Burden cost data.
Select the pushbutton to run the gather/prepare process. The application creates a temporary Costpoint table to stage the Costpoint data specified by your entries in the tab. This is the data that will be moved into P3.
Project ID does not exist / Project ID does not exist for the active company.
You have entered an invalid project ID. The project ID entered either does not exist, or (in Costpoint 5.0) does not exist for the active company. Use Lookup to see a list of valid project IDs.
Labor and Hours was not selected. Do you wish to continue?
This message is a warning that labor information will not be gathered. You will not normally choose to exclude this information. If you want to include labor and hours, select the Labor Cost and Hours checkbox in the Include group box.
Non-labor and Burden was not selected. Do you wish to continue?
This message is a warning that non-labor and burden information will not be gathered. If you want to include non-labor and burden, select the Non-Labor Cost and Burden checkbox in the Include group box.
Fiscal Year is not valid or is not available.
The fiscal year entered does not exist in the Fiscal Years table. Use Lookup to see a list of valid fiscal years.
Fiscal Year selected is earlier than current fiscal year. Do you wish to continue?
This message is a warning that you are about to gather information from a previous fiscal year. If this is a valid selection, click Yes; otherwise, re-enter, or use Lookup to select, the fiscal year.
Period is not valid or is not available for the selected fiscal year.
The period entered does not exist in the Accounting Periods table. Use Lookup to see a list of valid periods for the selected fiscal year.
Period selected is earlier than current period. Do you wish to continue?
This message is a warning that you are about to gather information from a previous accounting period. If this is a valid selection, click Yes; otherwise, re-enter, or use Lookup to select, the correct period.
No range has been selected for gathering.
You selected the Gather/Prepare pushbutton without first selecting a Range in the Select group box. Enter a valid Range and reselect the Gather/Prepare pushbutton.
No data has been selected for gathering.
You selected the Gather/Prepare pushbutton without first selecting either the Labor Cost and Hours or the Non-Labor Cost and Burden checkboxes in the Include group box. Select Labor Cost and Hours or Non-Labor Cost and Burden and reselect the Gather/Prepare pushbutton.
No ending Subperiod has been defined for gathering.
You selected the Gather/Prepare pushbutton without first selecting a Fiscal Year, Period, and Subperiod. Enter a valid Year, Period, and Subperiod and re-select the Gather/Prepare pushbutton.
The database is unable to process the records required for the requested activity.
Possible reasons are: another user is using a record you wish to update, or a database error or hardware malfunction has occurred. This is a generic error. Please make a note of what you were doing and what process was displayed on the screen and call Costpoint Technical Support.
No records were found for the selected information.
There was no information available to gather and prepare based on the criteria selected.