CREATE PROJECT REPORT TABLES

Use this screen to create the report tables necessary for specific project reports. These reports are as follows:

• Project Revenue Summary

• T&M Analysis

• Project Labor Summary

• Revenue Worksheet

Execute this screen before running the project these reports. The system updates the rows in this table according to the criteria you select.

For example, assume the report tables contain amounts from January 1, 2000, through May 31, 2002. If you update the report tables with information from FY 2001, subperiod 1 through 4 of period 12 (December 1-31, 2001), the screen will update only rows containing amounts for this timeframe. If you want to print reports with January 2002 data (period 1), you must first run this screen to update the table with the January information.

You must post all journals, and compute and post revenue and burden, before you run this utility.

For the Revenue Summary, T&M Analysis, and Revenue Worksheet reports, you must have executed the Update Project Status Report Table screen (Projects » Inquiry and Reporting » Report Processing) for the subperiod and range of projects for which you want reports.

For the Project Labor Summary report, you do not have to run the Update Project Status Report Table screen before you run the Create Project Report Tables screen (Projects » Inquiry and Reporting » Report Processing).

Select Project

Use the fields in this group box to select the project range.

Range Option

Use the drop-down list to select the range of projects to update. This range must be consistent with the projects for which you want to print reports. Valid options are:

• All

• One

• Range

• From Beginning

• To End

From

Enter, or use to select, the starting project for the range of projects to be updated.

To

Enter, or use to select, the ending project for the range of projects to be updated.

Create Data For

Use the options in this group box to select which report tables you would like to create.

Revenue Summary

Select this check box to update the report table for the Project Revenue Summary Report. This check box will also update the report table, including labor costs, for use in the Project Inquiry screen. See the "Report Tables" part of this section for information on sources tables and tables created by this process.

T&M Analysis

Select this check box to update the report table for the T&M Analysis Report. See the "Report Tables" part of this section for information on sources tables and tables created by this process.

Labor Summary

Select this check box to update the report table for the Project Labor Summary Report.  See the "Report Tables" part of this section for information on sources tables and tables created by this process.

Revenue Worksheet

Select this check box to update the report table for the Revenue Worksheet. See the "Report Tables" part of this section for information on sources tables and tables created by this process.

Select Subperiod

Use the fields in this group box to select the period through which you would like to update the report tables.

Fiscal Year

Select the fiscal year to update the table.

Period

Select the ending period to update the table.

Subperiod

Select the ending subperiod to update the table. The effective subperiod date will display in the box to the right of the subperiod number.

T&M Analysis Report Options

You can access this group box only when you have selected the T&M Analysis check box.

The two separate percentage fields represent two different methods for calculating your profitability on T&M projects. You must select which method you want to use. Your can use only one of the two options. Enter a percentage for the option you will use and set the percentage for the other option to "0."

The percentages in this group box are used for analyzing the profitability of your T&M rates in the Print T&M Analysis screen. Please refer to the documentation on that screen for particulars of the analysis calculations.

Desired Markup Pct

The average base labor rate is marked up by the percentage you enter in this field. This percentage is used in lieu of cost burdens by companies that do not use indirect cost pools. The average base labor rate is marked up by a flat percentage and the resulting profit percentage is compared to the profit percentage from the current billing rates. If you decide to print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero.

Desired Fee Pct

Enter a percentage in this field. The average base labor rate is burdened by your indirect cost pools to arrive at an average burdened hourly rate. This average burdened hourly rate is compared to the current billing rate to determine the profit percentage. The desired fee percent that you enter in this field is then added onto the average burdened hourly rate to provide the minimum hourly rate you could charge and still reach your profit objectives. If you print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero.

Include non-T&M Projects

Select this check box to include projects with any revenue formula when data is created for T&M projects. Select this check box for reports on Revenue Equals Billings projects.

Budget Type

Use this group box to select the type of budget you would like to print on your reports.

Baseline

Select this option to update the report tables with baseline budget data from Costpoint Advanced Project Budgeting.

Workplan

Select this option to update the report tables with workplan budget data from Costpoint Advanced Project Budgeting.

Compute Open Receivable Amounts As Of

Use the options in this group box to select the "as of" date for the Open Receivables.

Current Date

Select this option to compute open receivable amounts through the current system date. This option is selected by default.

Subperiod Ending Date

Select this option to compute open receivable amounts through the subperiod ending date.

Create Report Tables

Click the Create Report Tables icon on the toolbar to create the report tables.

Report Parameters

You can save the report parameters specified for future use. Enter an appropriate ID and description of the report and click OK to save. Stored report parameters are especially useful if reports are to be run through the Batch Manager. When creating the batch job, the system uses the report ID stored to identify report criteria.

Report Tables

The following report tables are updated by this utility: