PRINT PROJECT SETUP REPORT

The Project Setup Report is a one-page report that provides information on the initialization of a range of projects. It contains data on a variety of setup screens in Costpoint Project Setup including Basic Info screen (Projects » Project Setup » Project Master), Modifications screen (Projects » Project Setup » Controls), Government Contract Info screen (Projects » Project Setup » Project Master), Basic Revenue Info screen (Projects » Project Setup » Revenue Setup), Project Billing Info screen (Projects » Project Setup » Revenue Setup), and the screens in the Project Ceilings and Project Labor menus. Although most of the information is self-explanatory, some of the data merely alerts you that a feature has been activated and that an additional screen may be required to review the specifics.

You can group this report by Project, Organization, Project Manager, Project Type, and Project Classification. You can include inactive projects.

You can print the report for any level of the project tree, but the information will print on the report only if it has been set up at that level. For example, if revenue has been set up at the second level and billing has been entered at the third level, printing the report at the second level will exclude the billing information from the report. An exception to this printing rule is modifications, which sum up from the lowest level of the project tree and will be displayed at the level entered and at all higher levels.

You may find it helpful to print this report, at each level necessary, for each project and retain it in an easily accessible place. You should print this report after you have initialized a project or whenever any of the information has changed.

Select Grouping

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

Select

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

• Project

• Organization

• Project Manager

• Project Type

• Project Classification

 The reports will print one-to-a-page for each project in the selected grouping.

Range Option

Use the drop-down list to select the range of projects you want to print. Valid options are:

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the beginning project you want to include in the report. If you select All or From Beginning in the Range Option field, this field will be inactive.

To

Enter, or use to select, the ending project you want to include in the report. If you select All or To End in the Range Option field, this field will be inactive.

Include Inactive Projects

Select this check box to print reports for projects that have been marked as inactive in the Basic Info screen (Projects » Project Setup » Project Master).

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.