Use this screen to print two separate versions of the Pool Rate listing. The first version will print, for a given pool, the current period and YTD: actual, target, billing, and cost of money rates for a range of periods within the Fiscal Year selected. The second version will print, for a range of pools and a single period, the YTD actual, target, billing, and cost of money rates as of that period.
These reports print for Allocation Group 1 only, and for pools only, rather than service centers.
Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates print as percentages.
Print this report whenever you have initialized rates for target, billing, and cost of money, and whenever a listing of the current rates is desired.
Use the fields in this group box to limit the rate periods that will be printed on the report.
Use this drop-down list to select a range of periods within the Fiscal Year selected. Valid options are:
All
One
Range
From Beginning
To End
You can select a range of periods ONLY for the first version of the report that shows both the current period and YTD rates for a given pool or pools. To print the second version of the report, select One and select the YTD Rates as of Selected Period check box.
Use this non-editable drop-down list to select the fiscal year for the rates that will be printed on the report. You can select any fiscal year.
Enter the starting period number in the range. This drop-down list is enabled whenever One, To End, or a Range of accounting periods is selected in the Range Option field.
Enter the ending period number in the range. This drop-down list is enabled whenever From Beginning or a Range of accounting periods is selected in the Range Option field.
Use the fields in this group box to limit which pool rates will be printed on the report.
Use this drop-down list to select a range of pools. Valid options are:
All
One
Range
From Beginning
To End
Enter the starting pool number in the range. This drop-down list is enabled whenever you select One, To End, or a Range as the Range Option.
Enter the ending pool number in the range. This drop-down list is enabled whenever you select From Beginning or a Range as the Range Option.
If you select this check box, the second version of the report prints and the Range Option field in the Select Period group box is re-set to One. This version of the report prints, for a single selected period, the YTD rates for all pools for that period. Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates print as percentages.
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.