PRINT PROJECT ACCOUNT GROUP SETUP REPORT

Use this screen to print a report that provides information on the initialization of a range of projects or project account groups. It contains data from setup screens in Costpoint Project Setup, including the Project Account Groups screen (Projects » Project Setup » Controls). Although most of the information is self-explanatory, some of the data tells you that a feature has been activated and that an additional screen may be required to review the specifics.

There are two ways to print the report. First, you can print by project.  If you use this method, the projects print in order by project number, displaying the project account group associated with each project. You can also print by project account group.  If you use this method, the project account groups print in order by project account group code, displaying the project associated with each group code. 

You can include inactive projects. The report prints one project or project account group per page. The account number, account name, function code, project account abbreviation, revenue account mapping, and active flag also print for each project account group.

Before printing this report, you must have set up project account groups in the Project Account Groups screen. To print the report by project, you must have assigned the project account group to a project in the Basic Info screen (Projects » Project Setup » Project Master) or Maintain Project Master screen (Projects » Project Setup » Project Master).

Select Grouping

Select By

Use this drop-down list to select a valid grouping. Valid options are:

The report prints one project or project account group per page, depending on the selection.

Range Option

Use this drop-down list to select the range of projects or project account groups for the report. Valid options are:

The default for this field is All.

From

Enter, or use to select, the beginning project or project account group for the range you want to include on the report. If you select All or From Beginning in the Range Option field, this field is inactive.

To

Enter, or use to select, the ending project or project account group for the range you want to include on the report. If you select All or To End in the Range Option field, this field is inactive.

Table Information

This screen retrieves data from the following tables:

PROJ

ACCT

ACCT_GRP_CD

ACCT_GRP_SETUP