Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Print Project Status Report

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, fee, and revenue. 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 print as percentages.

This application prints the report from the PSR Final Data table. This table is updated by the Update Project Status Report Tables 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, 2004 through May 31, 2007. If you update the report tables with information from FY 2007, subperiod 1 through 4 of period 5 (May 1-31, 2007), the utility updates only rows containing amounts for this timeframe. If you want to run reports including June 2007 data period 6, run this utility to update the table with that information. For more information on the PSR Final Data table, refer to the documentation on the Update Project Status Report Tables screen.

Note: To modify only the fiscal year, period, and subperiod for a saved report parameter, use the Change Period Report Parameters toolkit.

In the CRM & Contracts domain, you can view PSRs for projects linked to an opportunity, contract, or subcontract on the Manage Opportunities, Manage Contracts, or Manage Subcontracts screen.