Field Descriptions

Table Information

 

Apply Indirect Costs to Summarized Project Ledger

What can I do in this screen?

Use this screen with the Summarize Project Ledger toolkit. The Summarize Project Ledger process summarizes the rows in the PROJ_SUM and PROJ_BURD_SUM tables and then deletes the rows no longer needed. Use this screen to compute burden on the periods that contain the summarized rows. You cannot use the normal compute burden process on these periods because it will result in incorrect data by overwriting the costs, and you cannot run this screen if your company uses the Current Period Rates burden application method. In addition, there must not be any rows in the PROJ_SUM table for the project range specified, which precede the subperiod specified.

This screen uses the general ledger (GL_POST_SUM) as the source for the costs on which burden is being applied. If the costs are not found in the general ledger for the periods selected, the toolkit uses the project ledger (PROJ_SUM).

When should I use this screen?

Use this screen after you have run the Summarize Project Ledger toolkit.  

Warning:  Run this screen under very special circumstances.  Access to this screen should be restricted to those with system supervisor level responsibilities.

Field Descriptions

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID.  A parameter ID represents a set of screen selection parameters.  Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.  

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency.  Many users save a unique set of parameters for each different way they run a report or process.  If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults.  You can change any of the associated selection defaults as necessary.

Parameter ID *

Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters.  You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”  

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections.  Once the default selections display in the screen, you can override the defaults as necessary.

Parameter Description *

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this block to limit the range of projects that will be included in this process.

Projects *

Option

Use this drop-down box to select the range of projects that you want to include in this process.  The following options are available:

Start

Enter, or use Lookup to select, a starting project number for the range that you want to include on the report.

If you select "One," "Range," or "To End" in the Projects Option field, you must enter a project number in this field.

If you select "All" or "From Beginning" in the Projects Option field, this field will be inactive.

End

Enter, or use Lookup to select, an ending project number for the range that you want to include on the report.

If you select "All," "Range," or "From Beginning" in the Projects Option field, you must enter a project number in this field.

If you select "One" or "To End" in the Projects Option  field, this field will be inactive.

Accounting Period

Option

This non-editable field displays the "One" option.  This is the only available option because you can run this process for only one period at a time.

Fiscal Year *

Enter, or use the Lookup to select, the fiscal year containing the subperiod that you want to burden.

Period *

Enter, or use Lookup to select, the period containing the subperiod that you want to burden.

Subpd *

Enter, or use Lookup to select, the subperiod that you want to burden.

End Date

This non-editable field displays the subperiod ending date of the subperiod entered in the Subpd field.

* A red asterisk denotes a required field.

Table Information

This process updates the PROJ_SUM (Project Summary) and PROJ_BURD_SUM (Project Burden Summary) tables.

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