Prerequisites for Administrators

Before you run the report, you must update the report tables for the reporting period. This process usually is completed on a weekly or monthly basis.

Perform the following steps:

• Compute Burden
• Compute Revenue
• Update Project Status Reports
• Create Project Report Tables (with Revenue Summary selected)
• If you want to use budget data on the report, the following setup screens and processes should be run prior to updating and creating the project report tables:
  • If you are using Standard Budgeting (Budgeting and ETC module):
    • Manage Project Total Budget or Manage Project Budgets by Period
    • Update Budget Report Tables
  • If you are using Advanced Budgeting (Advanced Project Budgeting module):
    • Manage Project Budgets and ETC
    • Create PSR Budget Report Tables
  • If you are reporting a backlog, the Contract Value and/or Funded Value amounts must be entered on the Manage Modifications screen prior to updating and creating the project report tables.