Create Estimate-to-Complete Report Tables

Use this screen to create the tables used for the ETC reports and inquiries. This process uses the information you entered in the ETC maintenance screens, and the amounts and hours you entered for project total budgets.

When should I use this screen?

You must run this screen to print ETC reports or view ETC inquiries. Before running this process, you should review and finalize the ETC amounts and hours for the period reflected on the reports.

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.

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.

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

Selection Ranges

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

All - Select this option to include all available projects. The Start and End fields are disabled for this option.
One - Select this option to include only one project. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of projects. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the projects from the beginning of the available projects to a specific project in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the projects from a specific project to the end of all the available projects. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.

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

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.

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

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.

Options

You must select at least one of the checkboxes in this group box. For each type of data you want to include in the report tables, select the appropriate checkbox.