PRINT EXCEPTION REPORTS

Use this screen to print a report that will identify either incomplete project information or project percentage limits that have been reached or surpassed.

Use this screen at any time to distinguish those projects that are missing a billing formula or customer. In addition, use this screen to review those projects that are approaching a percentage of revenue or billing value.

Select Reports

Highlight one or more of these 10 reports for the selected projects, project managers, or owning organizations.

Select Grouping

Use the options in this group box to limit the size of the report by project manager, project, or owning organization.

Select By

Select how you want the report printed. Valid options are:

• Project

• Project Manager

• Owning Organization

Range Option

Use the drop-down list to select the appropriate option for the projects, project managers, or owning organizations for which you want to report. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the beginning project, project manager, or owning organization of the range you want to include in the report. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending project, project manager, or owning organization of the range you want to include in the report. If you select All or To End in the Range Option field, this field will be inactive.

Select Ending Subperiod

This Subperiod group box is available only when the selected reports include the Allowable Hours or any of the Revenue or Billing percentage reports.

Fiscal Year

Use the drop-down list to select the last fiscal year to be included in this report. All fiscal years, including this year, will be included in the preparation of this report.

Period

Use the drop-down list to select the last fiscal period to be included in this report. All fiscal periods, including this period, will be included in the preparation of this report.

Subperiod

Use the drop-down list to select the last subperiod to be included in this report. All subperiods, including this subperiod, will be included in the preparation of this report.

The field following the Subperiod field displays the last date of the selected subperiod.

Percent Limits

This Percent Limits group box is available only when the selected reports include any of the Revenue or Billing percentage reports.

Contract Value

Enter the minimum percent limit of the contract for either the revenue or billing amount.

Funded Value

Enter the minimum percent limit of the funded value for either the revenue or billing amount.

Select Rate Types

For those report types that incorporate a percentage, use the options in this group box to determine whether that percentage is based on either actual or target project rates.

Actual

Select this option to use actual rates with reports that incorporate a percentage.

Target

Select this option to use target rates with reports that incorporate a percentage.