Use this toolkit to update report parameters for 17 project and billing reports and processes. You can change the fiscal year, period, and subperiod for 1 or more of the 17 reports at the same time. You can print each report parameter without entering the report screen and changing each parameter individually.
Use this toolkit before printing reports using parameters or running processes using stored parameters.
Select one or more report parameters to update with this toolkit. The toolkit will update all saved parameters for the selected screens with the new dates.
Select this button to update all report parameters with the replacement values you enter on this toolkit.
Use these fields for those screens that use Range Options. Those report screens are Print Project Non-Labor Detail (Projects » Inquiry and Reporting » Project Reporting), Load Labor Rates (Projects » Cost and Revenue Processing » Revenue Processing or Projects » Billing » Prepare Billings), Compute Burden Cost (Projects » Cost and Revenue Processing » Project Cost Processing), and Print Pool Rate Listing (Projects » Inquiry and Reporting » Initialization Reports).
Use this drop-down list to select the range to include. Valid options are:
All
One
Range
From Beginning
To End
Use this drop-down list to select the beginning fiscal year that will replace the current beginning fiscal year in all the parameters for the selected screens.
Use this drop-down list to select the beginning period that will replace the current beginning period in all the parameters for the selected screens.
Use this drop-down list to select the beginning subperiod that will replace the current beginning subperiod in all the parameters for the selected screens.
Use this drop-down list to select the ending fiscal year that will replace the current ending fiscal year in all the parameters for the selected screens.
Use this drop-down list to select the ending period that will replace the current ending period in all the parameters for the selected screens.
Use this drop-down list to select the ending subperiod that will replace the current ending subperiod in all the parameters for the selected screens.
Use these fields for those screens that use only one subperiod. Those screens are Print Project Status Report (Projects » Inquiry and Reporting » Project Reporting), Print Revenue Summaries (Projects » Inquiry and Reporting » Project Reporting), Print Project Labor Summary (Projects » Inquiry and Reporting » Project Reporting), Print T&M Analysis (Projects » Inquiry and Reporting » Project Reporting), Print Revenue Worksheet (Projects » Inquiry and Reporting » Project Reporting), Calculate Billings (Projects » Billing » Calculate Billings), Compute & Print Pool Rates (Projects » Cost and Revenue Processing » Cost Pool Processing & Reporting), Compute Billing Value of Cost Incurred (Projects » Cost and Revenue Processing » Revenue Processing), Compute Revenue (Projects » Cost and Revenue Processing » Revenue Processing), Create Project Report Tables (Projects » Inquiry and Reporting » Report Processing), and Print Organization Cost Summary (Projects » Inquiry and Reporting » Project Reporting).
Use this drop-down list to select the fiscal year that will replace the current fiscal year in all the parameters for the selected screens.
Use this drop-down list to select the fiscal period that will replace the current fiscal period in all the parameters for the selected screens.
Use this drop-down list to select the subperiod that will replace the current subperiod in all the parameters for the selected screens.
Click this button to update the chosen report parameters with the new replacement values. The toolkit will update all parameters for each selected report.