Use this screen to print two separate versions of the pool rate listing. The first version will print, for a given pool, the current period and YTD, including actual, target, billing, and cost of money rates for a range of periods within the fiscal year selected. The second version will print, for a range of pools and a single period, the YTD actual, target, billing, and cost of money rates as of that period.
These reports will be printed for Allocation Group 1 only, and for pools only, rather than for service centers.
Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates print as percentages.
Print this report whenever you have initialized rates for target, billing, and cost of money, and whenever you would like a listing of the current rates.
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 the fields in this block to limit the rate periods that will be printed on the report.
Fiscal Year *
This non-editable field displays the "One" option. This is because the report can only be printed for one fiscal year at a time.
Enter, or use Lookup to select, the fiscal year for the rates that will be printed on the report. You can select any fiscal year.
Period *
Use this drop-down box to select the range of periods that you want to include in the report. The following options are available:
All - Select this option to include all available periods. The Start and End fields are disabled for this option.
One - Select this option to include only one period. 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 periods. 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 periods from the beginning of the available periods to a specific period 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 periods from a specific period to the end of all the available periods. 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 period number for the range of periods that you want to include on the report.
If you select "One," "Range," or "To End," in the Period Option field, you must enter a period number in this field.
If you select "All" or "From Beginning" in the Period Option field, this field will be inactive.
Enter, or use Lookup to select, an ending period number for the range of periods that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Period Option field, you must enter a period number in this field.
If you select "One" or "To End" in the Period Option field, this field will be inactive.
Pool *
Use this drop-down box to select the range of pools that you want to include in the report. The following options are available:
All - Select this option to include all available pools. The Start and End fields are disabled for this option.
One - Select this option to include only one pool. 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 pools. 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 pools from the beginning of the available pools to a specific pool 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 pools from a specific pool to the end of all the available pools. 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 pool number for the range of pools that you want to include on the report.
If you select "One," "Range," or "To End," in the Pool Option field, you must enter a pool number in this field.
If you select "All" or "From Beginning" in the Pool Option field, this field will be inactive.
Enter, or use Lookup to select, an ending pool number for the range of pools that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Pool Option field, you must enter a pool number in this field.
If you select "One" or "To End" in the Pool Option field, this field will be inactive.
Use the field in this block to select year-to-date rates.
Use the field in this group box to select year-to-date rates for the report.
YTD Rates as of Selected Period
Select this checkbox to print the second version of the report. The Period Option field in the Select Ranges group box is re-set to "One." This version of the report will print, for a single selected period, the YTD rates for all pools for that period. Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates print as percentages.
* A red asterisk denotes a required field.
This process uses the following table to obtain information for this report:
POOL_RT_TABLE (Pool Rate Table)