Copying report settings
-
Select .
-
On the Project
Obligations tab, select the report settings to copy.
-
Select .
-
Specify this information:
- New Actor
- Select an actor to whom to assign the project report settings. The default value
is your actor ID .
- Project Reporting Settings, New
Description
- Specify a name and description for the report setting. The value
for the new description is the value from the report settings that
was copied and is the suffix of _Copy.
- New Project Structure
- Select a structure for the report setting. The value from the
copied report setting is the default.
- New Budget Scenario
- Select a budget scenario for the report setting. The value from
the copied report setting is the default.
- New Account
- Select the summary or posting account to show on the report for
the report settings. If a summary account is selected, then all of
the posting accounts that are related to the summary are displayed
on the report. If this field is blank, then all posting accounts are
displayed. The value from the copied report setting is the
default.
- New Reporting Period
- Select a report period for the report setting. The value from
the copied report setting is the default.
- New Period End Date
- Select the period end date to use for the report setting. The
value from the copied report setting is the default.
- New Comparison Period End
Date
- Select a comparison period end date to
compare to the Period
End Date. This field is only used for the Project
Period Comparison Report. This field is displayed when the reporting
period is not Life To
Date.
- New Report Currency Option
- Select the report currency to use for the report setting. The
value from the copied report setting is the default.
-
In the Budget Variance Percent Settings section, red, yellow, and green alerts
are used on the project variance report. Specify the new minimum and maximum
percent of variance to show for each of the alerts.
-
Specify the text that is displayed when a user moves the pointer over each of
the alerts.
-
Click Submit.