Field Descriptions

 

 

Project Work Force Report

What can I do in this screen?

Print this report to view a listing of all employees, vendors, or vendor employees on a given project work force. You can also print, for a given employee (or vendor), all of the projects for the work forces to which he is assigned.

When should I use this screen?

Print this report after you initialize a project work force and any time changes are made to the work force.

Field Descriptions

Identification

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.

Parameter ID *

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.

Description *

Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this block to limit the data that displays on the report.

Select By

Use this drop-down box to select the value that you want to use as the range option for the report.  The value selected here will determine what values are entered in the Start and End fields. The following options are available:

Option

Use this drop-down box to select the range option for your report.  The value selected in the Select By drop-down box determines values that should be entered in the Start and End fields. The following options are available:

Start

Enter, or use Lookup to select, a starting project, employee, vendor employee, or vendor number for the range that you want to include on the report.

If you selected "One," "Range," or "To End," in the Option field, you must enter a project, employee, vendor employee, or vendor number in this field.

If you selected "All" or "From Beginning" in the Option field, this field will be inactive.

End

Enter, or use Lookup to select, an ending project, employee, vendor employee, or vendor number for the range that you want to include on the report.

If you selected "All," "Range," or "From Beginning" in the Option field, you must enter a project, employee, vendor employee, or vendor number in this field.

If you selected "One" or "To End" in the Option field, this field will be inactive.

Options

Use the fields in this block to select the type of report you want to print and various printing options.

Page Break

Select this checkbox to create a page break between employees on the Employees Report, vendors on the Vendors Report, projects on the Projects Report, and vendor employees on the Vendor Employees Report.

Print

If you selected "Project" in the Select By drop-down box, use the options in this group box to select employees, vendors, vendor employees, or all for inclusion on the report.

Employees Report

Select this checkbox to print the Employees Report, showing all of the projects to which the selected employee(s) is allowed to charge.

Vendors Report

Select this checkbox to print the Vendors Report, showing all of the projects to which the selected vendors are allowed to charge.

Vendor Employees Report

Select this checkbox to print the Vendor Employees Report, which shows all of the projects to which the selected vendor employees are allowed to charge.

Show

Use this group box to display only the names of the employees or vendors on the report.

Names Only

Select this checkbox to print only names on the report(s). If you do not select this checkbox, employee/vendor IDs and names will print on the specified report(s).

* A red asterisk denotes a required field.

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