Use this screen to print the Project Summary/Detail reports, also known as Project Status Reports (PSRs), which are some of the most critical reports in Costpoint. These reports provide summary level information about project costs, fees, and revenue. You should print Project Status Reports each period for review by project managers.
Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates display as percentages.
This screen consists of four blocks and one subtask. They can be used, as follows:
Use the Identification block to enter the parameter ID and description.
Use the Selection Ranges block to enter the accounting period for the reports and to enter limits on the reports to be printed. You can limit the reports by project manager, project, owning organization, performing organization, WIP project, alternate project, WIP alternate project, reorganization, WIP owning organization, and WIP performing organization.
Use the Sort By block to enter sorting criteria. Four levels of report sorting are available.
Use the Options block to enter report columns, project/account/organization levels, rate type, profit percentage calculation method, and various printing options.
Use the Project Non-Contiguous Ranges subtask to enter project non-contiguous ranges. This subtask is available only if you have selected the Non-Contiguous Ranges checkbox.
This application prints the report from the PSR Final Data table. This table is updated by the Update Project Status Report Table process. You must update the PSR Final Data table before running PSR reports. Rows are updated in the PSR Final Data table according to pre-selected criteria. For example, assume the report table contains amounts from January 1, 1999 through May 31, 2002. If you update the report tables with information from FY 2002, subperiod 1 through 4 of period 5 (May 1-31, 2002), the utility will update only rows containing amounts for this timeframe. If you want to run reports including June 2002 data period 6, run this utility to update the table with that information. For more information on the PSR Final Data table, please refer to the documentation on the Update Project Status Report Table screen (Projects\Process\Project).
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.
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Note: Use the Change Period Report Parameters toolkit in the Miscellaneous Toolkits screen to change only the fiscal year, period, and subperiod for a saved report parameter. |
Use the fields in this block to limit the project reports that will be printed. You can limit by project, owning organization, performing organization, WIP project, alternate project, WIP alternate project, reorganization, WIP owning organization, WIP performing organization, and project manager. You can also select the accounting period for the reports in the block.
You can run this report by "Project," "Owning Organization," "Performing Organization," "WIP Project, "Alternate Project," "WIP Alternate Project," "Reorganization," "WIP Owning Organization," and "WIP Performing Organization." Use the drop-down box to make your selection.
If you select "Project," the application will print a separate report for each project or each branch of the project tree, depending on the Project Level/Alt Project Level selection.
If you select "Owning Organization," the system will print a separate report for each organization or each branch of the organization tree, depending on the organization level selection, for all organizations that have been specified as an owning organization in the Basic Project Information screen. Note that all organizations, regardless of the performing organization, will be summarized into the report by "Owning Organization."
If you select "Performing Organization," the application will print a separate report for each organization or each branch of the organization tree, depending on the organization level selection, for all organizations that have incurred costs in the performance of the project. Note that all organizations, regardless of the owning organization, will be summarized into the report by "Performing Organization."
If you select "WIP Project," the application will print a report that displays both the balance sheet (capitalized costs) and income statement sections of the project. Note that you should select this grouping only if the project classification has been designated as "Work In Process" in the Basic Project Information screen.
If you select "Alternate Project," the application will print a separate report for each alternate project or each branch of the alternate project tree, depending on the Project Level/Alt Project Level selection below.
If you select "WIP Alternate Project," the system will print the report described for the "WIP Project" selection using the "Alternate Project" feature.
If you select "Reorganization," the system will print a separate report for a combined organization that may be linked with another organization, per the settings in the screens in the Reorganizations menu.
If you select "WIP Owning Organization," the application will print a report that displays both the balance sheet (capitalized costs) and income statement sections of the project. Note that you should select this grouping only if the project classification has been designated as "Work In Process" in the Basic Project Information screen. One report will print for each owning organization.
If you select "WIP Performing Organization," the application will print a report that displays both the balance sheet (capitalized costs) and income statement sections of the project. Note that you should select this grouping only if the Project Classification has been designated as "Work In Process" in the Basic Info screen in the Project User Flow (Projects\Maintain\Project). One report will print for each performing organization.
Use this drop-down box to select the range option for your report. The range selected will apply to the value that was entered in the Select By field. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. 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 records. 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 records from the beginning of the available records to a specific record 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 records from a specific record to the end of all the available records. 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 value for the range that you want to include on the report. The value entered here will depend on the selection made in the Select By field.
If you select "One," "Range," or "To End," in the Option field, you must enter a value 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 value for the range that you want to include on the report. The value entered here will depend on the selection made in the Select By field.
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.
Select this checkbox to enable a non-contiguous range of projects to be entered in the Project Non-Contiguous Ranges subtask.
Project Managers
Use this drop-down box to select the range of project managers that you want to include on the report. The following options are available:
All - Select this option to include all available project managers. The Start and End fields are disabled for this option.
One - Select this option to include only one project manager. 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 project managers. 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 project managers from the beginning of the available project managers to a specific project manager 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 project managers from a specific project manager to the end of all the available project managers. 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 manager for the range that you want to include on the report.
If you select "One," "Range," or "To End," in the Project Managers Option field, you must enter a project manager in this field.
If you select "All" or "From Beginning" in the Project Managers Option field, this field will be inactive.
Enter, or use Lookup to select, an ending project manager for the range that you want to include on the report.
If you select "All," "Range," or "From Beginning" in the Project Managers Option field, you must enter a project manager in this field.
If you select "One" or "To End" in the Project Managers Option field, this field will be inactive.
Accounting Period
This non-editable field displays the "One" option. This is because the reports can only be printed for one accounting period at a time.
Enter, or use Lookup to select, the fiscal year you want included on the report.
Period *
Enter, or use Lookup to select, the fiscal period you want included on the report. This period is considered the "Current Period" for column option purposes.
Subpd *
Enter, or use Lookup to select, the subperiod you want included on the report. This subperiod is considered the "Current Subperiod" for column option purposes.
This non-editable field displays the ending date of the subperiod entered in the Subpd field.
Use the fields in this block to sort the selected reports by "Project." If you do not want to use this feature, the reports will print in numerical order and will not be sorted. Note that this feature is available only if you selected "Project" or "WIP Project" in the Select By field in the Selection group box.
Performing Org As Secondary Sort
Select this checkbox if you want a secondary sort on the report by performing organization. This checkbox will be available only if you selected "Project" in the Select By field.
1st Sort *
Use this checkbox to select the first level of sorting. If you selected "Project" in the Select By field, the option selected in this field will be the 2nd sort.
The available options are: "Project," "Organization," "Project Manager," and "Project Type."
Use this checkbox to select the second level of sorting. The available options are: "Project," "Organization," "Project Manager," and "Project Type."
Use this checkbox to select the third level of sorting. The available options are: "Project," "Organization," "Project Manager," and "Project Type."
Use this checkbox to select the fourth level of sorting. The available options are: "Project," "Organization," "Project Manager," and "Project Type."
Use the fields in this group box to select report columns, project/account/organization levels, and various printing options.
Use the fields in this group box to select various levels of reporting.
Project Level/Alt Project Level __ and Below *
Identify the highest project level to print on the report. Balances will be rolled up to this project level.
Identify the highest account level to print on the report. Balances will be rolled up to this account level.
Organization Level __ and Below *
Identify the highest organization level to print on the report. Balances will be rolled up to this org level.
Use the fields in this group box to select various reporting options.
Select this checkbox to include projects that have been set inactive in the Basic Info screen in the Project User Flow (Projects\Maintain\Project).
Select this checkbox to print lines on the Project Status Report even if they have no activity. Leave the checkbox blank to suppress lines with no activity.
Select this checkbox to print amounts rounded to the nearest thousand.
Select this checkbox to include revenue information on the report. If you do not select the checkbox, only cost information will be printed.
This checkbox defaults to selected status.
Select this checkbox to print labor hours and units information in the footer of the report. This option is available only if you selected "Project" or "WIP Project" in the Select By field.
This checkbox defaults to selected status.
Select this checkbox to display pool burden rates on the report. Leave the checkbox blank to suppress the printing of burden rates. Rates for hours-based cost pools print in the functional currency of the company that owns the project, and cost-based pool rates display as percentages.
This checkbox defaults to selected status.
Select this checkbox to sort and print pools by sequence number, then by pool number.
Suppress If No Current Period Activity
Select this checkbox to suppress the report if there is no activity in the current period. If you select this checkbox, no information prints on the report if the following conditions are met:
In the Include group box, you selected "Current Period Actual," "Current Period Budget," or "Current Period Variance" as one of the columns to show on the report.
The amounts for each row in the column are zero.
If you select this checkbox and these criteria are met, the report is suppressed, but the parameters page and the report page still print.
Select the report columns to show on the report by selecting an option from the drop-down box for each column you want to print.
Select the values that you want to include on the report. The options are as follows:
Current Period Actual
Current Period Budget
Current Period Variance
Current Subperiod Actual
Current Subperiod Budget
Current Subperiod Variance
Year to Date Actual
Year to Date Budget
Year to Date Variance
Prior Year Actual
Prior Year Budget
Prior Year Variance
Contract to Date Actual
Contract to Date Budget
Contract to Date Variance
Total Contract Budget
Pending PR Amounts
Approved PR Amounts
Pending PO Amounts
Open PO Amounts
Received PO Amounts
Accepted PO Amounts
Vouchered PO Amounts
Unreleased Blanket Amounts
Total PO Commitments
Travel Commitments
Total Contract Variance
Use this drop-down box to select the method you would like to use to calculate the profit percentage.
Cost - Select this option to print the profit as a percentage of costs.
Revenue - Select this option to print the profit as a percentage of revenue.
Use the options in this drop-down box to select the rate type that you would like to use on the report.
Actual - Select this option to burden costs with actual expenses. These amounts are stored in the PSR Final Data table.
Target - Select this option to burden costs with target rates. These amounts are stored in the PSR Final Data table.
Actual/Target - Select this option to print the PSR with actual expenses and target rates.
* A red asterisk denotes a required field.
Select this subtask link to open the Project Non-Contiguous Ranges subtask, where you can enter project non-contiguous ranges. This subtask will be available only if you have selected the Non-Contiguous Ranges checkbox.
The information for this report is obtained from the following tables:
PSR_HDR (Project Status Report Header)
PSR_FINAL_DATA (Project Status Report Final Data)
