SUMMARIZE PROJECT GOAL DETAIL

Use this screen to summarize the Project Goal Detail table (PROJ_GOAL_DETL) into a specified subperiod. This process will delete rows that are summarized from the table, thus freeing disk space and reducing the size of your database. You can run this process at the end of every period to control the number of rows that exist in the PROJ_GOAL_HDR and PROJ_GOAL_DETL tables.

This process is run on a year-to-date basis for all periods and subperiods up to and including the subperiod selected. In the PROJ_GOAL_DETL table for non-labor and units, the system will insert a row for each unique project/organization/account combination into the fiscal year, period, and subperiod selected. For labor, the system will insert a row for each unique project/account/organization/employee/GLC/PLC into the fiscal year, period, and subperiod selected.

You cannot report for the periods deleted because the data will be summarized; however, for future period reporting, your YTD detail will be accurate.

You must run the following screens in sequence:

1. Run the Compute Billing Value of Cost Incurred (Projects » Cost and Revenue Processing » Revenue Processing) on all projects for the ending subperiod up to which you would like to summarize.

2. Run the Summarize Project Goal Detail screen. Costpoint sets the ending subperiod and period to date columns equal to the year-to-date balances. The ITD columns remain the same and no changes are necessary. The application will delete all rows that are summarized from the PROJ_GOAL_DETL and PROJ_GOAL_HDR tables.

3. Run the Update Prior Year History screen (Projects » Project Setup » Project History) with the Billing Value check box selected. During this process, Costpoint inserts the Ytd_Goal_Amt column from the PROJ_GOAL_DETL table into the Py_Goal_Amt column of the PY_GOAL table and uses these balances to derive ITD balances for the next fiscal year.

If you do not need prior period data for reporting purposes, you can run the Summarize Project Goal Detail screen to ensure accurate YTD balances. All prior period rows will be deleted from the PROJ_GOAL_HDR and PROJ_GOAL_DETL tables.

Select Ending Subperiod

Use this group box to select the subperiod in which the summarized rows will reside. All periods and subperiods for the fiscal year, up to and including the subperiod selected, will be summarized.  After you enter the Subperiod, the field to the right will display the subperiod ending date.

Fiscal Year

Enter, or use the drop-down list to select, the fiscal year of the subperiod in which the summarized rows will reside. This field is required.

Period

Enter, or use the drop-down list to select, the period of the subperiod in which the summarized rows will reside. This field is required.

Subperiod

Enter, or use the drop-down list to select, the subperiod in which the summarized rows will reside. This field is required. The effective subperiod date will display in the field to the right.

Delete the Project Goal Detail Table for All Prior Years

Select this check box to delete all rows in the PROJ_GOAL_DETL table for all prior years. Remember that, when you run the Update Prior Year History screen (Projects » Project Setup » Project History) with the Billing Value check box selected, the system summarizes all of the transactions from the PROJ_GOAL_DETL table and inserts them into the PY_GOAL table. The system will not delete the rows in the table at that time.

Do not compute billable value of cost incurred for periods that have been summarized and deleted. This will insert rows into the tables and result in incorrect data. If you have computed billable value again in error, you must compute billable value for the last fiscal year, period, and subperiod before running the Update Prior Year History screen.

Summarize Project Goal Detail

Click this icon on the toolbar to execute this screen.