CREATE NASA 533s

Use this screen to create the report table from which the NASA 533 reports will run. You can then select the information to appear on the reports. You must create this report table for any projects that require a NASA 533 report. You can select the monthly report, quarterly report, or both.

Execute this screen after entering the monthly transactions and after you have completed the revenue process in the Compute Revenue screen (Projects » Cost and Revenue Processing » Revenue Processing). Additionally, you must update any budget information that you want on the reports in the screens in the Period Budgets menu in Costpoint Budgeting and ETC. You must also complete the Map Fiscal Years for Reporting, Map Accounting Periods for Reporting, Formats, and Project Info screens in this module.

Range of Projects

Use the fields in this group box to select the projects for which you want to create NASA 533 reports. Only projects that have been set up in the Project Info screen will be valid selections.

Range Option

Use this drop-down list to select the range of projects you want to create. Valid options are:

The default for this field is All.

From

The value entered in this field depends on the range that you selected in the Range Option field. If you have selected the All option, this field is inactive. If you have selected One, enter the project in this field. If you have selected the Range option, enter the starting project in this field. If you have selected the From Beginning option, this field is inactive. If you have selected the To End option, enter that project in this field.

Use to select values from the appropriate table.

To

The value entered in this field depends on the range that you selected in the Range Option field. If you selected the All option, this field is inactive. If you selected One, this field is inactive. If you selected the Range option, enter the ending project in this field. If you selected the From Beginning option, enter that project in this field. If you selected the To End option, this field is inactive.

Use to select values from the appropriate table.

Accounting Period

Use the fields in this group box to select the fiscal year and the period for which you want to create NASA 533 reports.

Fiscal Year

Use this drop-down list to select the fiscal year for which you want to create NASA 533 reports.

Period

Use this drop-down list to select the period for which you want to create NASA 533 reports.

Create Data for

Use the options in this group box to select whether you want to create monthly or quarterly reports.

Monthly

Select this check box to create a monthly report.

Quarterly

Select this check box to create a quarterly report.