You can use this screen to review project costs and revenue without printing a report. The amount of information is limited compared to the project reports because of space and speed considerations. If you want additional data on a project, use the reports to print out this information. This screen and its subtasks contain summary information that was created by running the Update Other Project Report Tables screen (Projects\Process\Project) for the revenue summary data. All of the subtask inquiries are driven from the main screen.
In the main screen, you can use Lookup to select a specific project or organization with which you want to work. You can view your inquiry using either the home organization (Owning Org) or the contributing organization (Performing Org). You can conduct either of these inquiries using either target or actual rates. Note that you can use this screen to perform inquiries in which you can specify the project, organization, and account levels that will include all information at and below that level. You can use the Project Inquiry screen (Projects\Review\Projects) for inquiries without including the lower levels.
This screen is made up of a table window and selection criteria block in the main screen, four subtasks and six sub-subtasks. They can be used, as follows:
The Table Window in the main screen contains net inventory, cost, and revenue by subperiod, period, year-to-date, and inception-to-date.
The Project Status subtask contains a table window that displays subperiod, period, year-to-date, and inception-to-date amounts, budgets, and variance for a project. In the header of the subtask you can view the customer name, period of performance, contract value, total units, and total hours.
The Labor Detail subtask is a subtask of the Project Status subtask. The Labor Detail subtask contains a table window that displays period, subperiod, GLC, PLC, name, transaction description, hours, amount, journal, journal entry number, voucher number, posting user, entry user, reference 1, reference 2, and transaction comments.
The Transaction Detail subtask is a subtask of the Project Status subtask. The Transaction Detail subtask contains a table window that displays period, subperiod, name, transaction description, amount, journal, voucher number, journal entry number, purchase order number, check number, cash receipt number, posting user, entry user, reference 1, reference 2, and transaction comments.
The Pool Detail subtask is a subtask of the Project Status subtask. The Pool Detail subtask contains a table window that displays account, organization, subperiod burden, period burden, and year-to date burden. You can also view the pool number, current period and year-to-date burden rates in this subtask.
The Profits subtask is a subtask of the Project Status subtask. The Profits subtask contains a table window that displays subperiod, period, year-to-date, and inception-to-date profit information.
The GLC Labor Summary subtask contains a table window that displays subperiod, period, year-to-date, and inception-to-date hours and amounts. You can also view the total hours and amounts in the header of this subtask. The rows in the table window are displayed by GLC.
The Employee Detail subtask is a subtask of the GLC Labor Summary subtask. The Employee Detail subtask contains a table window that displays employee name, and subperiod, period, year-to-date and inception-to-date hours and amounts. The GLC and GLC descriptions are also displayed in this subtask.
The PLC Labor Summary subtask contains a table window that displays subperiod, period, year-to-date, and inception-to-date hours and amounts. You can also view the total hours and amounts in the header of this subtask. The rows in the table window are displayed by PLC.
The Employee Detail subtask is a subtask of the PLC Labor Summary subtask. The Employee Detail subtask contains a table window that displays employee name, and subperiod, period, year-to-date and inception-to-date hours and amounts. The PLC and PLC descriptions are also displayed in this subtask.
The Employee Labor Summary subtask contains a table window that displays amounts and hours by employee, GLC, and PLC.
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Note: All fields in this inquiry screen are non-editable. |
You must first post the journals and run the Compute Burden Cost (Projects\Process\Project), Compute Revenue (Projects\Process\Revenue), Update Project Status Report Table (Projects\Process\Project), and Update Other Project Report Tables screen (Projects\Process\Project) screens for the fiscal year, period, and subperiod about which you want to inquire. These are the same steps taken to get printed reports for the same time period. The only available fiscal year information is that which currently exists in the report tables.
To produce an inquiry for a period other than those currently available, follow the steps above to create the report table. Keep in mind that some of the steps might have already been run, such as in the Compute Burden Cost and Compute Revenue screens. If you have already run Compute Burden Cost and Compute Revenue, you do not need to rerun them. Normally, for previous periods you will need to create only the report tables in order to inquire against them. The amount of time you retain report tables determines how many subperiods worth of information are available simultaneously. Normally you will want to run the processes for the latest subperiod to have the most up-to-date information.
Use the fields in this block to select the data that you want to review and to limit the data that displays in the table window. Enter the fiscal year, period, subperiod, project, and organization that you want to review and select the Execute button on the toolbar. Only those rows that match the data entered in this block will display in the table window.
Enter, or use Lookup to select, the fiscal year that you want to review.
Only those rows that match the fiscal year entered here will be displayed. If no data is displayed after you select the Execute button on the toolbar, then you should rerun the Update Other Project Report Tables screen (Projects\Process\Project). If no data is displayed after you have rerun this process, then no data exists for the fiscal year selected.
Enter, or use Lookup to select, the period that you want to review.
Only those rows that match the period entered here will be displayed. If no data is displayed after you select the Execute button on the toolbar, then you should rerun the Update Other Project Report Tables screen (Projects\Process\Project). If no data is displayed after you have rerun this process, then no data exists for the period selected.
Enter, or use Lookup to select, the subperiod that you want to review.
Only those rows that match the subperiod entered here will be displayed. If no data is displayed after you select the Execute button on the toolbar, then you should rerun the Update Other Project Report Tables screen (Projects\Process\Project). If no data is displayed after you have rerun this process, then no data exists for the subperiod selected.
Enter, or use Lookup to select, the project that you want to review.
Only those rows that match the project entered here will be displayed. If no data is displayed after you select the Execute button on the toolbar, then you should rerun the Update Other Project Report Tables screen (Projects\Process\Project). If no data is displayed after you have rerun this process, then no data exists for the project selected.
Enter, or use Lookup to select, the organization that you want to review.
Only those rows that match the organization entered here will be displayed. If no data is displayed after you select the Execute button on the toolbar, then you should rerun the Update Other Project Report Tables screen (Projects\Process). If no data is displayed after you have rerun this process, no data exists for the organization selected.
Select a rate type for your inquiry.
Select this radio button to display targeted burden amounts in the table.
Select this radio button to display actual rates in the table.
If you select this radio button and the rates have not been calculated yet for the accounting period, the costs will not reflect any indirect burden. This may cause the cost and revenue values to be incorrect.
Select the organization type that you want to use for your inquiry.
Use this radio button to execute the inquiry based on the owning organization of the project. The owning organization is established in the Basic Info screen in the Project User Flow (Projects\Maintain\Project).
Use this radio button to execute the inquiry based on the performing organization of the project. The performing organization is the organization that is charged during data entry.
Identify the highest project level that you want to display in the inquiry. Balances will be rolled up to this project level.
Identify the highest organization level that you want to display in the inquiry. Balances will be rolled up to this organization level.
Identify the highest account level that you want to display in the inquiry. Balances will be rolled up to this account level.
Information in the table window defaults from the Revenue Report table. The number of rows or projects shown in the table window is based on your selection criteria. You can change and save the size and order of the fields to meet your requirements.
The field information contains cost, revenue, and net inventory information for the subperiod, period, Year-to-Date (YTD), and Inception-to-Date (ITD) for the project(s) selected, as well as the ITD billed, open receivable, and retainage amounts, and the project manager's name. If you did not narrow your inquiry to a specific fiscal year, period, subperiod, project, and organization, fields will also display for each item for which you did not select a specific value before executing your inquiry.
This non-editable field displays the fiscal year associated with the data on this row of the table.
This non-editable field displays the period associated with the data on this row in the table window.
This non-editable field displays the subperiod associated with the data on this row of the table window.
This non-editable field displays the project associated with the data on this row of the table window.
This non-editable field displays the project name.
This non-editable field displays the organization associated with the data on this row of the table window.
This non-editable field displays the organization name.
This non-editable field displays the prior year net inventory for the project on this row of the table window.
This non-editable field displays the target subperiod cost for the project and subperiod on this row of the table window.
This non-editable field displays the target subperiod revenue for the project and subperiod on this row of the table window.
Target Subperiod Net Inventory
This non-editable field displays the target subperiod net inventory for the project and subperiod on this row of the table window.
This non-editable field displays the target period cost for the project and period on this row of the table window.
This non-editable field displays the target period revenue for the project and period on this row of the table window.
This non-editable field displays the target period net inventory for the project and period on this row of the table window.
This non-editable field displays the target year-to-date cost for the project and fiscal year displayed on this row of the table window.
This non-editable field displays the target year-to-date revenue for the project and fiscal year displayed on this row of the table window.
This non-editable field displays the target year-to-date net inventory for the project and fiscal year displayed on this row of the table window.
This non-editable field displays the target inception-to-date cost for the project and fiscal year displayed on this row of the table window.
This non-editable field displays the target inception-to-date revenue for the project and fiscal year displayed on this row of the table window.
This non-editable field displays the target inception-to-date net inventory for the project and fiscal year displayed on this row of the table window.
This non-editable field displays the inception-to-date amount billed for this project.
This non-editable field displays the open receivable amount for the project.
This non-editable field displays the retainage amount for this project.
This screen uses data from the following tables:
PSR_HDR
PSR_FINAL_DATA
