Use this screen to research potential revenue problems and to review Project Ledger information. The table window in this screen displays all the data in the PROJ_SUM table.
This screen consists of one block, a table window and one subtask. They can be used as follows:
The Selection Criteria block contains fields that you can use to limit the rows that display in the table window. You can enter a value in the fields in this block, then select the Execute button on the toolbar. The rows that subsequently display in the table window will be only those rows that contain the data entered in these fields.
The table window contains fields for all the columns in the PROJ_SUM table.
The Detail subtask contains a table window that displays the detail rows in the PROJ_SUM table. This subtask is useful only if you have displayed the project, account, or organization at a level higher than the posting level.
Use this screen after you have posted the journals, computed burden costs, and computed revenue for the fiscal year, period, and subperiod about which you want to inquire.
Use the fields in this block to limit the rows of the PROJ_SUM table that are displayed in the table window.
Enter, or use Lookup to select, the fiscal year to review.
Enter, or use Lookup to select, the period that you want to review.
Enter, or use Lookup to select, the subperiod that you want to view.
Enter, or use Lookup to select, a project on which to inquire.
Enter, or use Lookup to select, an account number on which to inquire.
Enter, or use Lookup to select, an organization on which to inquire.
Enter the highest project level to be displayed. Balances will be rolled up to this project level. The default level is "1."
You can use the Detail subtask to view the rows that make up this balance.
Enter the highest account level that you want to display in the inquiry. Balances will be rolled up to this account level. The default for this field is "1."
You can use the Detail subtask to view the rows that make up this balance.
Enter the highest organization level that you want to display. Balances will be rolled up to that organizational level. The default for this field is "1."
You can use the Detail subtask to view the rows that make up this balance.
This non-editable table window displays data from the PROJ_SUM table. The number of rows displayed is based on your selection criteria. The data in this table is grouped by project, account, organization, fiscal year, period, and subperiod.
This non-editable field displays the project ID.
This non-editable field displays the organization ID.
This non-editable field displays the account number.
This non-editable field displays the fiscal year associated with the data on this row.
This non-editable field displays the period number associated with the data on this row of the table.
This non-editable field displays the subperiod number for this row of the table window.
This non-editable field displays the fee on the burden amount that was calculated using actual rates.
This non-editable field displays the fee on the burden amount that was calculated using target rates.
This non-editable field displays the fee on the direct cost amount.
This non-editable field displays the fee on hours.
This non-editable field displays retroactive revenue adjustments for revenue calculated at actual rates. This field is only used if you have made an adjustment to a year-to-date revenue formula.
This non-editable field displays any other fees that are calculated on indirect costs using actual rates.
This non-editable field displays any other fees that are calculated on indirect costs using target rates.
This non-editable field displays the amount by which total costs calculated at actual rates exceed the cost portion of the contract value.
Contract values are entered in the Enter Project Modifications screen (Projects\Transactions\Project\Enter Project Modifications).
This non-editable field displays the amount by which the fee calculated at actual rates exceeds the contract value fee.
Contract values are entered in the Enter Project Modifications screen (Projects\Transactions\Project\Enter Project Modifications).
This non-editable field displays the amount by which the total costs and revenue calculated at actual rates exceed the contract value.
Contract values are entered in the Enter Project Modifications screen (Projects\Transactions\Project\Enter Project Modifications).
This non-editable field displays the amount by which total costs calculated at target rates exceed the cost portion of the contract value.
Contract values are entered in the Enter Project Modifications screen (Projects\Transactions\Project\Enter Project Modifications).
This non-editable field displays the amount by which the fee calculated at target rates exceeds the contract value fee.
Contract values are entered in the Enter Project Modifications screen (Projects\Transactions\Project\Enter Project Modifications).
This non-editable field displays the amount by which the total costs and revenue calculated at target rates exceed the contract value.
Contract values are entered in the Enter Project Modifications screen (Projects\Transactions\Project\Enter Project Modifications).
This non-editable field displays the period-to-date allowable burden amount calculated at actual rates.
This non-editable field displays the period-to-date actual burden amount.
This non-editable field displays the period-to-date allowable units quantity. Units are allowable as long as they so not exceed any unit ceilings.
This non-editable field displays period-to-date allowable cost of money amount calculated using actual rates. Amounts are allowable as long as they do not exceed cost of money ceilings.
This non-editable field displays period-to-date cost of money amount calculated using actual rates.
This non-editable field displays period-to-date allowable cost of money amount calculated using target rates. Amounts are allowable as long as they do not exceed cost of money ceilings.
This non-editable field displays period-to-date cost of money amount calculated using target rates.
This non-editable field displays the period-to-date allowable direct cost. Costs are allowable as long as they do not exceed any direct cost ceilings.
This non-editable field displays allowable direct hours. Hours are allowable as long as they do not exceed any hours ceilings.
This non-editable amount displays period-to-date allowable direct costs.
This non-editable field displays period-to-date direct hours.
This non-editable field displays the allowable burden calculated at target rates. Burden is allowable as long as it does not exceed burden cost ceilings.
This non-editable field displays the period-to-date burden calculated using target rates.
This non-editable field displays the period-to-date units quantity.
This non-editable field displays redistributed revenue calculated at actual rates. This field is populated by the Redistribute Revenue process (Projects\Process\Revenue\Redistribute Revenue).
This non-editable field displays redistributed revenue calculated at target rates. This field is populated by the Redistribute Revenue process (Projects\Process\Revenue\Redistribute Revenue).
This non-editable field displays any revenue adjustments that have been made to the project.
This non-editable field displays supberiod allowable burden calculated using actual rates. Burden is allowable as long as it does not exceed any burden ceilings.
This non-editable field displays the subperiod burden amount calculated using actual rates.
This non-editable field displays the allowable units quantity.
This non-editable field displays the subperiod cost of money allowable amounts calculated using actual rates. The allowable portion of the cost of money amount is the amount that does not exceed cost of money ceilings.
This non-editable field displays the subperiod cost of money amount calculated using actual rates.
This non-editable field displays the subperiod allowable cost of money amount calculated using target rates. The allowable portion of the cost of money amount is the amount that does not exceed the cost of money ceiling.
This non-editable field displays the subperiod cost of money amount calculated using target rates.
This non-editable field displays the subperiod allowable direct cost amount. The allowable amount is the amount that does not exceed any direct cost ceilings.
This non-editable field displays the subperiod allowable direct hours. The allowable hours are those that do not exceed any hours ceilings.
This non-editable field displays the subperiod direct amount.
This non-editable field displays the subperiod direct hours.
This non-editable field displays the subperiod allowable burden on direct costs calculated at target rates. The allowable portion is the amount that does not exceed the burden ceilings.
This non-editable field displays the subperiod direct burden amount calculated at target rates.
This non-editable field displays the subperiod direct units quantity.
This non-editable field displays the total allowable expense amount calculated using actual rates. The total allowable expense is the amount that does not exceed any ceilings.
This non-editable field displays the total revenue amount calculated using actual rates.
This non-editable field displays retroactive revenue adjustments for revenue calculated at target rates. Adjustments are stored in this field if revenue was changed for prior periods.
This non-editable field displays the total revenue amount calculated using target rates.
This non-editable field displays the total revenue for time and materials projects.
This non-editable field displays revenue for time and materials projects that do not use the "B" rate type. It is primarily used when multipliers need to be applied to all rate types except "B."
This non-editable field displays the total revenue for unit revenue formulas.
This non-editable field displays the total allowable expenses calculated using target rates.
This non-editable field displays the year-to-date allowable burden amount calculated using actual rates.
This non-editable field displays the year-to-date burden amount calculated using actual rates.
This non-editable field displays the year-to-date allowable units. The allowable units are the number of units that do not exceed units ceilings.
This non-editable field displays the year-to-date cost of money allowable amount calculated using actual rates. The allowable amount is the amount that does not exceed cost of money ceilings.
This non-editable field displays the year-to-date cost of money allowable amount calculated using actual rates.
This non-editable field displays the year-to-date cost of money allowable amount calculated using target rates. The allowable amount is the amount that does not exceed cost of money ceilings.
This non-editable field displays the year-to-date cost of money allowable amount calculated using target rates.
This non-editable field displays the year-to-date allowable direct amount. The allowable direct amount is the amount of direct costs that does not exceed any direct cost ceiling.
This non-editable field displays the year-to-date allowable direct hours. Allowable direct hours are those that do not exceed hours ceilings.
This non-editable field displays the year-to-date direct cost amount.
This non-editable field displays the year-to-date direct hours.
This non-editable field displays the year-to-date allowable burden calculated using target rates. Allowable burden is the amount of burden that does not exceed burden ceilings.
This non-editable field displays the year-to-date burden amount calculated using target rates.
This non-editable field displays the year-to-date units quantity.
* A red asterisk denotes a required field.
The source of information for this inquiry screen is the PROJ_SUM (Project Summary) table.