UPDATE PROJECT STATUS REPORT TABLE

Use this screen to update the Project Summary Report Final Data table from the Project Summary table. The PSR Final Data table stores the data used to print the Project Status Report (PSR). Commitment information in PSR Final Data is copied from the PO Commitment Summary table.

You must run this utility before you can print PSR Reports. The application updates rows in this table according to your criteria. For example, assume the PSR Final Data table contains amounts from January 1, 1999, through May 31, 2002. If you update the PSR table with information from FY 2002, subperiod 1 through 4 of period 5 (May 1-31, 2002), the utility will update only rows containing amounts for this timeframe. To run a PSR including June 2002 data, you must first run this utility to update the table with the June information.

Projects

Use the fields in this group box to limit the range of projects that will be updated.

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 PSR reports. Valid options are:

From

Enter, or use to select, the project that will be the starting point for the report.

To

Enter, or use to select, the project that will be the ending point for the report.

Subperiod

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

Fiscal Year

Enter, or use the drop-down list to select, the fiscal year for which you want to update the Project Status Report data in the PSR table.

Period

Enter, or use the drop-down list to select, the period for which you want to update the Project Status Report data in the PSR table.

Subperiod

Enter, or use the drop-down list to select, the subperiod for which you want to update the Project Status Report data in the PSR table. The effective subperiod date will display in the field beneath the subperiod number.

Compute Travel Commitments As Of

This group box is available only if you have selected the Trip Scheduling/Commitment Tracking check box in the Travel Settings screen (Accounting » Travel » Controls).

Current Date

Select this option to compute travel commitments through the current system date. This option is selected by default.

Subperiod Ending Date

Select this option to compute travel commitments through the subperiod ending date.

Budget Type

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

Baseline

Select this option to update PSR tables with baseline budget data. Create baseline budgets in Costpoint Advanced Project Budgeting.

Workplan

Select this option to update PSR tables with workplan budget data. Create baseline budgets in Costpoint Advanced Project Budgeting.

Compute Open Receivable Amounts As Of

Use the options in this group box to establish the "as of" date for the Open Receivables column in the header of this Project Status Report.

Current Date

Click this option to compute open receivable amounts as of the current system date.

Subperiod Ending Date

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

Purge PSRs for Later Subperiods and Periods

Select this check box to delete rows from the report table that contain amounts for periods after the period selected. Selecting this check box will delete data in future periods that may no longer be accurate because of changes in prior periods. 

Compute Burden on Commitments

Select this check box to apply burden to your commitments, so you can see the burden applied to your commitments on the PSRs. Be sure to compute and print commitments before executing this process. The burden type, actual or target, shown for your commitments on the PSR will depend on the type selected for the report. If you do not select this check box, you can still see your commitments on the PSRs, but they will not be burdened. Burden will be computed on Purchase Orders and Travel Commitments, where applicable.

Process

Click the Process icon on the toolbar to start the update process.

Report Parameters

You can save the report parameters specified for future use. To save the selected report parameters, click the Save icon on the toolbar after you have entered your report selections. 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 to identify report criteria.

Source Tables

PROJ_SUM

PO_COMMIT_SUM

PSR_PY_SUM

TVL_SCHEDULE_HDR

TVL_SCHEDULE_LN

Table Information

Changes to this screen update the following tables:

PSR_HDR

PSR_FINAL_DATA