to select, the starting value for the
range of values to be printed. Use this screen to print Project Revenue Summaries, which provide high-level information regarding project revenue, costs, and profit, as well as budget and variance amounts. You can run them at a summary or detail project level. Management personnel should print and review Project Revenue Summaries each period.
You must run this report after running the Update Project Status Report Table screen (Projects » Inquiry and Reporting » Report Processing) and Create Project Report Tables screen (Projects » Inquiry and Reporting » Report Processing). The system updates rows in the report table according to pre-selected criteria. For example, assume the report table contains amounts from January 1, 1999 through May 31, 2002. If you update the report tables 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 the selected subperiods. If you want to run reports including June 2002 data (period 6), you must first run this utility to update the table with that information, and you must be sure that the report table contains the data necessary for the report.
Use this group box to select options for printing the report.
Enter, or use the drop-down list to select, the option you want to group by. Valid options are:
Alternate Project Structure
Owning Organization
Performing Organization
Project
Project Classification
Project Manager
Project Type
Reorganization
Use the drop-down list to select the range to print. Valid options are:
All
One
Range
From Beginning
To End
Enter, or use to select, the starting value for the
range of values to be printed.
Enter, or use to select, the ending value for the range
of values to be printed.
Identify the highest organization level that you want printed on the report. Balances will be rolled up to this organization level.
Identify the highest project level that you want printed on the report. Balances will be rolled up to this project level.
Select this check box to place a page break on your report grouping. For example, if you select this check box and you group by Performing Organization, a page break is placed after each organization.
Use the fields in this group box to select the period through which you would like to print the report.
Select the fiscal year you want included on the report.
Select the fiscal period you want included on the report. This period is considered the "Current Period" for column option purposes.
Select the subperiod you want included on the report. This subperiod is considered the "Current Subperiod" for column option purposes.
Use the options in this group box to define the columns of the report and whether you would like to include billable and inactive projects.
Select this check box to include projects that have been designated as inactive in the Basic Info screen (Projects » Project Setup » Project Master).
Select this check box to include unbillable projects. You designate a project as unbillable by leaving the Billable Project check box blank in the Basic Info screen (Projects » Project Setup » Project Master). These projects contain no revenue or billing formulas.
Select the column options to print on the report. Columns can include amounts by Subperiod, Period, Fiscal Year To Date, Contract To Date, and Prior Year. Valid options are:
Costs
Revenue
Profit
Cost of Money
Budgeted Amounts
Variance Amounts
Backlog
Actual Profit w/Award Fee
Target Profit w/Award Fee
Prior Year Profit w/Award Fee
Total Contract Award Fee
Total Funded Award Fee
You can print cost data using target or actual rates.
Use this group box to select various printing options.
Select this check box to show amounts in thousands.
Select this check box to print lines on the revenue summaries even if they have no activity. Leave the box blank to suppress lines with no activity.
The report can reflect the Project ID, Project Name, or Both. If you select to print Both, the fields are trimmed to 30 characters in length.
You can save the report parameters for future use. To save the selected report parameters, click the Save icon 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.
RPT_REV_SUM