Costpoint Essentials Online Help

Contents of the Update Project Budget Report Tables Screen (Opt-In Available)

Use the fields and options to configure the Update Project Budget Report Tables screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Projects

Field Description
Option

Use this drop-down list to select the range of projects you want to include during table creation.  Valid options include:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the beginning project of the range you want to include in the table creation. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending project of the range you want to include in the table creation. If you select All or To End in the Option field, this field is inactive.

Fiscal Year

Field Description
Option

This read-only field defaults to One, since only a single fiscal year can be processed at a time.

Start

Enter, or click to select, the fiscal year.

Options

Operation

This section displays two processing options. Use the drop-down list to select the operation to perform. Valid options are:

  • Update: Select this option to add Planning budgets to the report tables.
  • Delete: Select this option to delete empty report tables.
    Note: Data is removed from the tables that are used to create budgeting reports. It is not removed from the budgeting tables.

Budget Type

Use the options in this group box to select the budget type you want to use when updating tables.

Field Description
Budget

Select this option to update report tables with regular budgets.

EAC

Select this option to update report tables with EACs.