Use this screen to summarize the Project Goal Detail table (PROJ_GOAL_DETL) into a specified subperiod. This process will delete rows that are summarized from the table, thus freeing disk space and reducing the size of your database. You can run this process at the end of every period to control the number of rows that exist in the PROJ_GOAL_HDR and PROJ_GOAL_DETL tables.
This process is run on a year-to-date basis for all periods and subperiods up to and including the subperiod selected. In the PROJ_GOAL_DETL table for non-labor and units, the system will insert a row for each unique project/organization/account combination into the fiscal year, period, and subperiod selected. For labor, the system will insert a row for each unique project/account/ organization/employee/GLC/PLC into the fiscal year, period, and subperiod selected.
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Note: You cannot report for the periods deleted because the data will be summarized; however, for future period reporting, your YTD detail will be accurate. |
You must run the following screens in sequence:
Run the Compute Billing Value of Cost Incurred screen (Projects\Process\Revenue) on all projects for the ending subperiod up to which you would like to summarize.
Run the Summarize Project Goal Detail screen (Projects\Utilities\Project Toolkits). The system sets the ending subperiod and period to date columns equal to the year-to-date balances. The ITD columns remain the same and no changes are necessary. The application will delete all rows that are summarized from the PROJ_GOAL_DETL and PROJ_GOAL_HDR tables.
Run the Update Prior Year History screen (Projects\Utilities\Project Toolkits) with the Billing Value checkbox selected. During this process, the system inserts the Ytd_Goal_Amt column from the PROJ_GOAL_DETL table into the Py_Goal_Amt column of the PY_GOAL table and uses these balances to derive ITD balances for the next fiscal year.
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Note: If you do not need prior period data for reporting purposes, you can run the Summarize Project Goal Detail screen (Projects\Utilities\Project Toolkits) to ensure accurate YTD balances. All prior period rows will be deleted from the PROJ_GOAL_HDR and PROJ_GOAL_DETL tables. |
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Warning: Do not compute billable value of cost incurred for periods that have been summarized and deleted. This will insert rows into the tables and result in incorrect data. If you have computed billable value again in error, you must compute billable value for the last fiscal year, period, and subperiod before running the Update Prior Year History screen. |
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.
Use this group box to select the subperiod in which the summarized rows will reside. All periods and subperiods for the fiscal year, up to and including the subperiod selected, will be summarized. After you enter the Subperiod, the field to the right will display the subperiod ending date.
Enter, or use Lookup to select, the fiscal year of the subperiod in which the summarized rows will reside.
Period *
Enter, or use Lookup to select, the period of the subperiod in which the summarized rows will reside.
Enter, or use Lookup to select, the subperiod in which the summarized rows will reside. The effective subperiod date will display in the field to the right.
Use the checkbox in this block to delete the summarized rows in the PROJ_GOAL_DETL table.
Delete the Project Goal Detail Table for All Prior Years
Select this checkbox to delete all rows in the PROJ_GOAL_DETL table for all prior years.
Remember that, when you run the Update Prior Year History screen (Projects\Utilities\Project Toolkits) with the Billing Value checkbox selected, the system summarizes all of the transactions from the PROJ_GOAL_DETL table and inserts them into the PY_GOAL table. The system will not delete the rows in the table at that time.
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Warning: You must be sure that you have run the Update Prior Year History screen with the Billing Value checkbox selected for a given period before you delete the data in this table. Selecting this checkbox will delete all data both summarized and not summarized from the PROJ_GOAL_DETL table for the period selected. |
* A red asterisk denotes a required field.
Changes to this screen update the following tables:
PROJ_GOAL_DETL
PROJ_GOAL_HDR
