Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

View Project Activity By Level

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 Create Project Report Tables screen for the revenue summary data. All of the subtask inquiries are driven from the main screen.

In the main screen, you can click 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 include all information at and below that level. You can use the View Project Activity screen for inquiries without including the lower levels. The inquiry screens are non-editable.

You must first post the journals and run the Compute Burden Costs screen, Compute Revenue screen, Update Project Status Report Tables screen, and Create Project Report Tables screen 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 these steps to create the report table. Keep in mind that some of the steps might have already been run, such as on the Compute Burden Costs and Compute Revenue screens. If you have already run Compute Burden Costs and Compute Revenue, you do not need to rerun them. Normally, for previous periods you 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 want to run the processes for the latest subperiod to have the most up-to-date information.

Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.