Prompts

Use the Time & Expense Charge Activity Report prompts to configure the report.

Prompt Message

Description

Company

Select the Costpoint company to use to run the report.

Start date

Select a starting date.

End date

Select an ending date.

Primary group

Select Organization or Project to designate the major grouping for the report.

Status

Select one or both options for the type of labor to include on the report:

  • Processed

  • Unprocessed

Columns to display

Select the columns to include in the report:

  • Labor Hours

  • Labor Amount

  • Bill Amount

  • Expense Amount

Limit projects

Enter a portion of one or more project or organization IDs in the Keywords field and click Search to list the projects or organizations to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Select one or more employees

Enter a portion of one or more employee IDs in the Keywords field and click Search to list employees to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Note: To optimize the display of project IDs in Limit projects, this prompts screen limits the number of project IDs returned to 1000. Because of this, you should enter as much of the project ID as possible when you search for projects. If your search is too general, the projects you want may not be included in the 1000 that are returned.