Period and Year-End Utilities Use the screens under Period and Year-End Utilities to assign account function codes, check for unposted journals, and update prior year history. Related Topics:Assign Account Function Codes Use this toolkit to assign the account function numbers to all accounts in the project ledger and the prior years project ledger. Change Period Report Parameters Use this toolkit to update report parameters for 17 project and billing reports and processes. Check for Unposted Journals Use this toolkit to review all journals for any unposted entries for any selected period. Compare Project Ledger to General Ledger Use this toolkit to compare the project ledger to the general ledger. Summarize Project Goal Detail Use this screen to summarize the Project Goal Detail table (PROJ_GOAL_DETL) into a specified subperiod. Summarize Project Ledger Use this screen to summarize the project ledger tables (PROJ_SUM and PROJ_BURD_SUM) into a specified subperiod. Apply Indirect Costs to Summarized Project Ledger Use this screen with the Summarize Project Ledger toolkit. The Summarize Project Ledger process summarizes the rows in PROJ_SUM and PROJ_BURD_SUM and then deletes the rows no longer needed. Update Prior Year History Use this screen to update the prior year project costs (hours, units, billing value, Cobra costs) for the fiscal year specified. Parent Topic: Cost and Revenue Processing Utilities HomeProjectsCost and Revenue ProcessingCost and Revenue Processing UtilitiesPeriod and Year-End Utilities
Period and Year-End Utilities Use the screens under Period and Year-End Utilities to assign account function codes, check for unposted journals, and update prior year history. Related Topics:Assign Account Function Codes Use this toolkit to assign the account function numbers to all accounts in the project ledger and the prior years project ledger. Change Period Report Parameters Use this toolkit to update report parameters for 17 project and billing reports and processes. Check for Unposted Journals Use this toolkit to review all journals for any unposted entries for any selected period. Compare Project Ledger to General Ledger Use this toolkit to compare the project ledger to the general ledger. Summarize Project Goal Detail Use this screen to summarize the Project Goal Detail table (PROJ_GOAL_DETL) into a specified subperiod. Summarize Project Ledger Use this screen to summarize the project ledger tables (PROJ_SUM and PROJ_BURD_SUM) into a specified subperiod. Apply Indirect Costs to Summarized Project Ledger Use this screen with the Summarize Project Ledger toolkit. The Summarize Project Ledger process summarizes the rows in PROJ_SUM and PROJ_BURD_SUM and then deletes the rows no longer needed. Update Prior Year History Use this screen to update the prior year project costs (hours, units, billing value, Cobra costs) for the fiscal year specified. Parent Topic: Cost and Revenue Processing Utilities HomeProjectsCost and Revenue ProcessingCost and Revenue Processing UtilitiesPeriod and Year-End Utilities