Update Other Project Report Tables

Use this screen to create the report tables necessary for specific project reports. These reports are as follows:

When should I use this screen?

Execute this screen before running the project reports identified above. The system updates the rows in this table according to the criteria you select.

For example, assume the report tables contain amounts from January 1, 2000, through May 31, 2002. If you update the report tables with information from FY 2001, subperiod 1 through 4 of period 12 (December 1-31, 2001), the screen will update only rows containing amounts for this timeframe. If you want to print reports with January 2002 data (period 1), you must first run this screen to update the table with the January information.

FAQs

You must create the revenue summary report table before the Project Inquiry screen (Projects\Review\Projects) will display accurate data.

You must execute the Compute Burden Cost (Projects\Process\Project), Compute Revenue (Projects\Process\Revenue), and Update Project Status Report Table (Projects\Process\Project) screens each time new entries are posted to projects for the period. After you have completed these processes, create the revenue summary report table in this screen.

Purge the report tables regularly to free disk space and enhance processing time. Use the Purge Report Table Data process to accomplish this task.

You can execute the Update Project Report Tables process as many times as needed to recreate purged data.

Run this process each time a change is made to the projects that are included on the reports.

You should run the Compute Burden Cost (Projects\Process\Project), Compute Revenue (Projects\Process\Revenue), and Update Project Status Report Table screen (Projects\Process\Project) screens each time new entries are posted to projects for the period. After you have completed these processes, create the Revenue Summary Report table in this screen.

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.

Select Ranges

Use the fields in this block to select the projects and accounting period for which you want to update the project report tables.

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 Option field, you must enter a project number in this field.

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

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

This non-editable field displays the "One" option because you can update the report tables for only one accounting period at a time.

Enter, or use Lookup to select, a fiscal year for which you want to update the project report tables.

Enter, or use Lookup to select, an accounting period for which you want to update project report tables.

Enter, or use Lookup to select, the subperiod for which you want to update project report tables.

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

Options

Use the fields in this block to select the report tables that you wish to update. You can also select budget and T&M Analysis report options.

Create Data For

Use the fields in this group box to select which report tables you would like to create.

Select this checkbox to update the report table for the Revenue Summary Report.

This checkbox will also update the report table, including labor costs, for use in the Project Inquiry screen (Projects\Review\Projects). See the "Table Information" part of this page for information on sources tables and tables created by this process.

Select this checkbox to update the report table for the T&M Analysis Report. See the "Table Information" part of this page for information on sources tables and tables created by this process.

Select this checkbox to update the report table for the Project Labor Summary Report. See the "Table Information" part of this page for information on sources tables and tables created by this process.

Select this checkbox to update the report table for the Revenue Worksheet. See the "Table Information" part of this page for information on sources tables and tables created by this process.

T&M Analysis Report Options

You can access this group box only if you have selected the T&M Analysis checkbox.

The two separate percentage fields represent two different methods for calculating your profitability on T&M projects. You must select which method you want to use. Your can use only one of the two options. Enter a percentage for the option you will use and set the percentage for the other option to "0."

The percentages in this group box are used for analyzing the profitability of your T&M rates in the T&M Analysis Report screen (Projects\Review\Projects). Please refer to the documentation on that screen for particulars of the analysis calculations.

Enter the percentage that you want to use as a markup on the average base labor rate.

This percentage is used in lieu of cost burdens by companies that do not use indirect cost pools. The average base labor rate is marked up by a flat percentage and the resulting profit percentage is compared to the profit percentage from the current billing rates. If you decide to print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero.

Enter the desired fee percentage in this field.

The system will add the average base labor rate to the burden from the indirect cost pools to arrive at an average burdened hourly rate. This average burdened hourly rate is compared to the current billing rate to determine the profit percentage. The desired fee percent that you enter in this field is then added onto the average burdened hourly rate to provide the minimum hourly rate you could charge and still reach your profit objectives. If you print the T&M Analysis report using this method, this is a required field. If you are not using this option, enter zero.

Select this checkbox to include projects with any revenue formula when data is created for T&M projects. Select this checkbox if you want to report on Revenue Equals Billings projects.

Budget Type

Use the fields in this group box to select the type of budget you would like to print on your reports.

Select this radio button to update the report tables with baseline budget data.

Select this radio button to update the report tables with workplan budget data.

Compute Open Receivable Amounts As Of

Use the options in this group box to select the "as of" date for the Open Receivables.

Select this radio button to compute open receivable amounts through the current system date. This radio button is selected by default.

Select this radio button to compute open receivable amounts through the subperiod ending date entered in the Subpd Start field.

Table Information

This process creates four report tables. The tables created and the source tables are shown below: