, or enter the project. To inquire on a range of projects,
use Subquery to select them. If you select a single project, its description
will display next to the project.You can use this screen to review project costs and revenue without printing a report. The amount of information is limited compared to the project reports because of space and speed considerations. If you want additional data on a project, use the reports to print out this information. This screen and its subtasks contain summary information that was created by running the Create Project Report Tables screen (Projects » Inquiry and Reporting » Report Processing) for the revenue summary data. All of the subtask inquiries are driven from the main screen.
In the main screen, you can use Subquery to select a specific project or organization with which you want to work. You can view your inquiry using either the Home organization (Owning Org) or the contributing organization (Performing Org). You can conduct either of these inquiries using either target or actual rates. Note that you can use this screen to perform inquiries in which you can specify the project, organization, and account levels that will include all information at and below that level. You can use the Project Inquiry screen for inquiries without including the lower levels. The inquiry screens are non-editable.
You must first post the journals and run the Compute Burden Cost screen (Projects » Cost and Revenue Processing » Project Cost Processing), Compute Revenue screen (Projects » Cost and Revenue Processing » Revenue Processing), Update Project Status Report Table screen (Projects » Inquiry and Reporting » Report Processing), and Create Project Report Tables screen for the fiscal year, period, and subperiod about which you want to inquire. These are the same steps taken to get printed reports for the same time period. The only available fiscal year information is that which currently exists in the report tables.
To produce an inquiry for a period other than those currently available, follow these steps to create the report table. Keep in mind that some of the steps might have already been run, such as in the Compute Burden Cost and Compute Revenue screens. If you have already run Compute Burden Cost and Compute Revenue, you do not need to rerun them. Normally, for previous periods you will need to create only the report tables in order to inquire against them. The amount of time you retain report tables determines how many subperiods worth of information are available simultaneously. Normally you will want to run the processes for the latest subperiod to have the most up-to-date information.
To narrow the rows shown in the table window to a specific fiscal year, select that fiscal year before executing the inquiry. Keep in mind that the only fiscal years shown are those that have activity in the report tables. If you do not select a fiscal year, all fiscal years with rows in the report table will be shown. Normally only one fiscal year will be available at a time unless the report tables have been created for a previous fiscal year. If you purge your data on a weekly basis, you do not need to select a fiscal year because only one will still exist in the report table.
To narrow the rows shown in the table window to a specific period, select that period before executing the inquiry. Keep in mind that the only periods shown are those that have activity in the report tables. If you do not select a period, all periods that have rows in the report table will be shown. If you purge your data on a weekly basis, you do not need to select any period because only one will still exist in the report table.
To narrow the rows shown in the table window to a specific subperiod, select that subperiod before executing the inquiry. Keep in mind that the only subperiods shown are those with activity in the report tables. If you do not select a subperiod, all subperiods with rows in the report table will be shown. If you purge your data on a weekly basis, you do not need to select a subperiod because only one will still exist in the report table.
To inquire on a specific project, select that project using , or enter the project. To inquire on a range of projects,
use Subquery to select them. If you select a single project, its description
will display next to the project.
To inquire on a specific organization, select that organization using
, or enter the organization. To inquire on a range of
organizations, use Subquery to select them. If you select a single organization,
its description will display next to the organization.
Select the rate type you want to use for your inquiry.
Select this option to display targeted burden amounts in the table.
Select this option to display actual rates in the table. If you select this option and the rates have not been calculated yet for the accounting period, the costs will not reflect any indirect burden. This may cause the cost and revenue values to be incorrect.
Select the organization type that you want to use for your inquiry.
Use this option to execute the inquiry based on the owning organization of the project.
Select this option to execute the inquiry based on the performing organization of the project.
Identify the highest project level that you want to display in the inquiry. Balances will be rolled up to this project level.
Identify the highest organization level that you want to display in the inquiry. Balances will be rolled up to this organization level.
Identify the highest account level that you want to display in the inquiry. Balances will be rolled up to this account level.
Information in the table window defaults from the Revenue Report table. The number of rows or projects shown in the table window is based on your selection criteria. You can change and save the size and order of the columns to meet your requirements.
The column information contains cost, revenue, and net inventory information for the subperiod, period, Year-to-Date (YTD), and Inception-to-Date (ITD) for the project(s) selected, as well as the ITD billed, open receivable, and retainage amounts, and the project manager's name. If you did not narrow your inquiry to a specific fiscal year, period, subperiod, project, and organization, columns will also display for each item for which you did not select a specific value before executing your inquiry.
Information displays in the table window when you click the Execute button on the toolbar, which then enables the Match button on the toolbar. If you click the Match button and then click the Execute button, the fields from the first row automatically populate the screen header fields. Alternately, if you highlight a specific row in the table window, click the Match button, then click the Execute button, the fields from the highlighted row will populate the screen header fields, and the columns will not be visible in the table window.
Click this button to view additional project status information about the row that is highlighted in the table window. The information in the Project Status subtask defaults from the Project Status Report (PSR) table.
Click this button to view project labor detail by General Labor Category (GLC). The information in the GLC Labor Summary subtask defaults from the Project Labor Summary Report table.
Click this button to view project labor detail by Project Labor Category (PLC). The information in the PLC Labor Summary subtask defaults from the Project Labor Summary Report table.
Click this button to view employee labor detail for the selected project.