This chapter contains the following topics:
Section 6.1, "Understanding How to Generate Job and Billing Data to View Later"
Section 6.2, "Running the Submit Project Management View Program"
Section 6.3, "Setting Processing Options for Submit Project Management View (R51X0300)"
You can specify job and billing data selection in the Work with Project Management Console program (P51X0200) and generate the results to view later or you can run the Submit Project Management View program (R51X0300) to generate job and billing data that the system saves so that you can view it later.
When you run the Submit Project Management View program, the system creates a record in the Project Management Results Header table (F51X30) that includes information about the generated view, such as the user who created it, the date it was generated, and a view ID that the system assigns from the next numbering scheme for line 1 of system 51X. The system also saves the job and billing data to the Project Management Console Worktable (F51X10).
You can run the Submit Project Management View program as a scheduled job, from a menu option, or from the Batch Versions program (P98305W). You use Data Selection to specify the jobs from the Business Unit Master table (F0006) for which you generate records, and set processing options to specify additional processing criteria. After you run the process, you can access the saved records using the Work with Project Management Console View program (P51X0310).
The Submit Project Management View program does not generate a PDF report. Instead, you can view the Completion Status field in the Work with Project Management Console View program to determine whether the process completed successfully or in error. If the process ended in error, you can view information about the errors in the Work Center.
Select In-Memory Project Portfolio Mgmt (G5114), Submit Project Management View.
Processing options enable you to specify default processing values.
The processing options on the Dates tab work together to determine the date range and date method that the system uses when selecting job records to process.
Use these combinations of processing options to select records to process:
If you specify to use periods in the Period or Date processing option and leave the Date Processing processing option blank to use the Inception to Date method, you also complete the Thru Period and Thru Fiscal Year processing options.
If you specify to use dates in the Period or Date processing option and leave the Date Processing processing option blank to use the Inception to Date method, you also complete the Thru Date processing option. The date that you specify in the Thru Date processing option applies to only the AA and AU ledgers. For other ledgers, the system uses the period of the specified date.
If you specify to use periods in the Period or Date processing option and enter 1 in the Date Processing processing option to use the Year to Date method, you also complete the Thru Period, and Thru Fiscal Year processing options.
If you specify to use dates in the Period or Date processing option and enter 1 in the Date Processing processing option to use the Year to Date method, you also complete the Thru Date processing option. The date that you specify in the Thru Date processing option applies to only the AA and AU ledgers. For other ledgers, the system uses the period of the specified date.
If you specify to use periods in the Period or Date processing option and enter 2 in the Date Processing processing option to use the Period method, you also complete the From Period, From Fiscal Year, Thru Period and Thru Fiscal Year processing options.
If you specify to use dates in the Period or Date processing option and enter 2 in the Date Processing processing option to use the Period method, you also complete the From Date and Thru Date processing options. The dates that you specify in the From Date and Thru Date processing options apply to only the AA and AU ledgers. For other ledgers, the system uses the period of the specified date.
Specify whether to run the Submit Project Management View program based on periods or dates. Values are:
Blank: Periods.
1: Date.
Specify the beginning period of the range that the system uses to select job records. You complete this processing option when you leave the Period or Date processing option blank and enter 2 (Period) in the Date Processing processing option.
Specify the beginning year of the date range for periods. You complete this processing option when you leave the Period or Date processing option blank and enter 2 (Period) in the Date Processing processing option.
Specify the ending period of the date range that the system uses to select job records. You complete this processing option when you leave the Period or Date processing option blank to use periods. This processing option applies to all values (Inception to Date, Year to Date, and Period) in the Date Processing processing option.
Specify the ending fiscal year of the date range that the system uses to select job records when you leave the Period or Date processing option blank to use periods. This processing option applies to all values (Inception to Date, Year to Date, and Period) in the Date Processing processing option.
Specify the beginning of a date range to use to select job records when you enter 1 (Dates) in the Period or Date processing option and enter 2 (Period) in the Date Processing processing option.
Specify the end of a date range to use to select job records when you enter 1 (Dates) in the Period or Date processing option and enter 2 (Period) in the Date Processing processing option.
Specify which date selection method to use. Values are:
Blank: Inception to Date. Select the Inception to Date option to view job or project accounts through the period and year or date that you specify. When you select this option, the system includes the balance forward amount from the previous year.
1: Year to Date. Select the Year to Date option to view job or project accounts through the period and year or date that you specify.
2: Period. Select the Period option to view records for the date range that you specify. You can use this option to specify a time period that extends over multiple years.
Specify a description that the system assigns to the dataset that it generates when you process job and account records. You can use the description to locate the batch in the Work with Project Management Console View program (P51X0310). If you do not complete this processing option, the system uses the User ID as the view description.
Specify whether to calculate totals by level of details according to the cost sequence that you specify in the Cost Code/Cost Sequence processing option. Values are:
Blank: No, do not calculate levels of detail.
1: Yes, calculate the levels of detail.
Enter a value from the Summary Method UDC (51X/SM) to specify the data type by which the system summarizes the job and costs. Values are:
01 or blank: Job.
02: Project
03: Company
04: Job Category Code
05: Supervisor
06: Owner Address
07: Address Number 1
08: Address Number 2
09: Address Number 3
10: Address Number 4
11: Address Number 5
12: State
13: Contract Type
14: Account Category Code
15: Alternate Cost Code
Specify the job category code to use when you select 04 (Job Category Code) in the Summarize By processing option. If you leave this processing option blank, the system uses category code 1.
Specify the job category code to use when you select 14 (Account Category Code) in the Summarize By processing option. If you leave this processing option blank, the system uses category code 1.
Specify whether to sequence accounts by cost code and then by cost type, or by cost type and then cost code. If you complete the Account Range Date processing option, you must enter an account range date that uses the same sequencing order that you specify here.
Values are:
Blank: Cost Code/Cost Type
1: Cost Type/Cost Code
Specify the subledger to use for data selection. The system uses the value in this processing option as well as the value in the Subledger Type processing option to determine whether to use a subledger and subledger type to select records to process.
This table lists the combination of values that you can enter in the Subledger and Subledger Type processing options:
| Subledger Value | Subledger Type Value | Display Result |
|---|---|---|
| * | Blank | The program does not use the subleger or subledger type to determine which records to display. These values are the default values. |
| Blank | Blank | The program selects for display only the records that have blank values for the Subleger and Subledger Type fields. |
| * | Specified value | The program selects for display only the records that have the specified value in the Subledger Type field. |
| Specified value | Specified value | The program selects for display only the records that have the specified values in both the Subledger and Subledger Type fields. |
Specify the subledger type to use for data selection. If you do not specify a subledger type, the system either does not use the subledger type or selects records that have a blank value for the subledger type, depending on the value that you enter in the Subledger processing option.
Specify whether the system retrieves posted, unposted, or all account records from the AA and AU ledgers. The values that you specify for the date options also affect how the system retrieves account values.
See G/L Posted Code.
Values are:
Blank: Posted
1: Unposted
2: All
Specify the account range to use for data selection. The account range name that you specify must exist in the Project Management Account Range table (F51X100). If you leave this processing option blank, then the system does not limit the accounts selected for processing.
The cost code and cost type sequencing assigned to the account range that you specify here must be the same as the sequence that you specify in the Sequence By processing option. For example, if you select Cost Type/Cost Code in the Sequence By processing option, then the sequencing order that is assigned to the account range name that you enter must be Cost Type/Cost Code. The system does not validate that the sequence order is the same when you enter an account range name. Instead, the process ends in error if the sequence order is not the same.
Specify the column layout to use when generating the job and account records. The value that you enter must exist in the Column Layout table (F51X91). You must complete this processing option.
Specify whether to include billing amount columns when generating the job and account records. If you leave this processing option blank and specify a column layout that includes billing amount columns, then the system does not include the billing amount columns in the records that it saves to the Project Management Console Worktable (F51X10). Values are:
Blank: Do not display.
1: Display columns.
Specify the code of the currency in which you want to view the job and account records, if different from the company's default currency code. Complete this processing option only if you want to view results in an as if currency. The value that you specify must exist in the Currency Codes table (F0013).
The system displays results in the as if currency for only the columns for which as if currency processing is enabled.
Specify the exchange rate date to use for currency conversion when you specify a currency in the As If Currency Code processing option. If you complete the As If Currency Code processing option and do not specify a date in this processing option, then the system uses the current date to retrieve the exchange rate from the Currency Exchange Rates table (F0015).