PRINT PROJECT MASTER REPORTS

Use this screen to print a series of reports that show the setup information for a project or a range of projects, including General Information, Charging Information, Revenue Setups, COGS Setups, and T&M Labor Category/Employee Information. You can also print an indented Work Breakdown Structure (WBS) format of all the nodes on the project.

Print and retain this report (both the Summary WBS report and the detail) after setting up a project. You should also print it whenever project information is changed.

Select Grouping

Use the fields in this group box to limit which projects will print on the report.

Select By

Use this non-editable drop-down list to select how the report is printed. Valid options are:

• Classification

• Owning Organization

• Project

Select by Classification to print the report for all projects that belong to the classification(s) specified. Classifications are system-defined and include: Direct Projects, Indirect Projects, Bid and Proposals, Research and Development, WIP Projects, Inventory, etc. Select Owning Organization to print the report for all projects that belong to the organization(s) specified. Select Project to print the report for the project(s) specified.

Range Option

Use this drop-down list to select a range of classifications, owning organizations, or projects. Valid options are:

• All

• One

• Range

• From Beginning

• To End

From

Enter, or use   to select, the starting classification, organization, or project number for the range of projects to be printed. This field is enabled if All, One, Range, or To End is selected in the Range field.

To

Enter, or use to select, the ending classification, organization, or project number for the range of projects to be printed. This field is enabled if All, Range, or From Beginning is selected in the Range field.

Print

Use the options in this group box to select the information to be printed on the report.

Time and Materials Labor Category Information

Select this check box to print a separate page that shows the project labor categories that have been set up for the project number specified.

Time and Materials Employee Information

Select this check box to print a separate page that shows the employees that have been set up for the project number specified.

Project Summary Report

Select this check box to print the indented WBS format report for all of the nodes of the project specified. The report includes the description (name) of each node and its abbreviation.

Include

Inactive Projects

Select this check box to include information for inactive nodes of active projects, or to include information for inactive projects on any of the reports previously described.

Sort

Use the options in this group box to select sorting by owning org or project.

Owing Organization

Select this option to print reports by owning organization.

Project

Select this option to print reports by project for a range of projects.

Report Parameters

You can save the report parameters for future use. To save the selected report parameters, click the Save button on the toolbar after you have entered your report selections. Enter up to 15 alphanumeric characters for identification and a description of the report. Click the OK button to save.

Stored report parameters are especially useful if reports are to be run through the Batch Manager. When creating the batch job to be executed, the system uses the report stored in the report parameters to identify report criteria.