PeopleSoft Project Costing 9.1 PeopleBook

Creating and Modifying Reports in PeopleSoft Project Costing

This chapter provides an overview of report summarization and discusses how to:

Create and modify reports by using the Report Summarization Application Engine process (PC_RPO).
Modify the appearance of the SQR Project Financial Report and Project Transaction Report.

Understanding Report Summarization

The Report Summarization process summarizes rows in the Project Transaction table (PROJ_RESOURCE) into a smaller Project Transaction Reporting table (PC_RPO) for enhanced performance. Creating reports by using report summarization is a three-step process:

Create a Report Summarization group that contains the distinct fields that you want to summarize from the Project Transaction table.
Run the Report Summarization process to populate the Project Transaction Reporting table.
Use PSQuery, BI Publisher, or nVision to create the report.

You can restrict the level of data that users can access by first enabling Allow Multiple Report Summary and then enabling project-level security. When enabled, the Allow Multiple Report Summary option populates the Project Transaction Reporting table with the operator ID of the individual making the request.

Delivered PeopleSoft Project Costing reports use data from the Project Transaction Reporting table instead of the Project Transaction table.

This section discusses:

Date options.
Project-level security in Report Summarization.

Date Options

The Report Summarization process uses the calendar that is specified in the Reporting Roll Up Calendars group box on the Installation Options - Project Costing page. Additionally, it uses the 01/01/1900 date as a wildcard value. For example, if you use a date option of Accounting Date, the transaction date in the Project Transaction table is irrelevant. Therefore, the system assigns the wildcard value of 01/01/1900 to the field.

This table shows an example of the rules that the Report Summarization process uses to assign accounting and transaction dates. Assume that the accounting date and transaction date are 09/10/2005:

Date Option	Reporting Interval	Transaction Date in PC_RPO	Accounting Date in PC_RPO
Accounting Date	Daily	01/01/1900	09/10/2005
Accounting Date	Monthly	01/01/1900	09/30/2005
Accounting Date	Quarterly	01/01/1900	10/31/2005
Accounting Date	Yearly	01/01/1900	12/31/2005
Transaction Date	Daily	09/10/2005	01/01/1900
Transaction Date	Monthly	09/30/2005	01/01/1900
Transaction Date	Quarterly	10/31/2005	01/01/1900
Transaction Date	Yearly	12/31/2005	01/01/1900
All	Inception	01/01/1900	01/01/1900

Project-Level Security in Report Summarization

The Report Summarization process enforces team, user, or permission list security for projects if you activate project-level security on the Security Options page and activate the Allow Multiple Report Summary option on the Installation Options - Project Costing page.

This table lists security options that you can establish for the Report Summarization process:

Project-level Security	Allow Multiple Report Summary	Report Summarization Process Functionality
Activated	Activated	The process refreshes the Project Transaction Reporting table based on the row-level security of the user who is running the process or, in other words, based on permission lists or on individual users. The Report Summarization process selects only those rows for which the user has security access. The process refreshes summary rows only for the user who is running the process. Summary rows that other users create remain unchanged in the Project Transaction Reporting table.
Not activated	Activated	The process uses all rows in the Project Transaction table to refresh the Project Transaction Reporting table for the user who is running the process. Summary rows that other users create remain unchanged in the Project Transaction Reporting table.
Activated	Not activated	The process refreshes the entire Project Transaction Reporting table each time the Report Summarization process runs. The process is not subject to project-level security.
Not activated	Not activated	Same as above.

Creating and Modifying Reports Using the Report Summarization Process

To set up report summarization groups for reporting, use the Report Summarization Options component (PC_RPO_GRP).

This section discusses how to:

Create report summarization groups.
Populate the Project Transaction Reporting table.

Pages Used to Create Reports Using the Report Summarization Process

Page Name	Definition Name	Navigation	Usage
Report Summarization Options	PC_RPO_GRP	Project Costing, Reports, Summary, Report Summarization Options, Report Summarization Options	Create report summarization groups to summarize Project Transaction table rows.
Reporting Options	PC_RPO	Project Costing, Reports, Summary, Reporting Options, Reporting Options	Run the Report Summarization process to refresh the Project Transaction Reporting table.

Creating Report Summarization Groups

Access the Report Summarization Options page (Project Costing, Reports, Summary, Report Summarization Options, Report Summarization Options).

The Report Summarization process automatically summarizes these fields for all rows in the Project Transaction table:

BUSINESS_UNIT
PROJECT_ID
ACTIVITY_ID
ANALYSIS_TYPE
CURRENCY_CD

Use this page to create additional group by and filter criteria for the Report Summarization process. In this example of the Report Summarization Options page, ACCOUNT and AFFILIATE are included in the group by criteria, but only for transaction rows in the Project Transaction table that have an ACCOUNT value of 6005423 and AFFILIATE of 94210.

Field Name

Enter fields that you want the Report Summarization process to summarize in the Project Transaction Reporting table. Available values are predefined on the Report Summarization Fields table (PC_RPO_VAL_GFLD). You can enter a maximum of 25 field names for a report summarization group.

Select Value

Enter a value to restrict the Report Summarization process to summarize only rows with the specific field value. Leave the field blank or enter only a wildcard (the percent symbol) for the process to summarize all rows for the field.

You can enter a partial wildcard. For example, enter ABC% for the process to select all values that begin with ABC.

Populating the Project Transaction Reporting Table

Access the Reporting Options page (Project Costing, Reports, Summary, Reporting Options, Reporting Options).

Option

Select the option to summarize data for all transactions or specific transactions. Available values are:

All: Creates report summary rows for all business units, projects, and activities.

Business Unit: Creates report summary rows for the specified business unit.

Business Unit/Project: Creates report summary rows for the specified business unit and project.

Business Unit/Project/Activity: Creates report summary rows for the specified project business unit, project, and activity.

Tree Node: Creates report summary rows for the specified tree business unit, tree name, tree EFFDT (effective date), and tree node.

Date Option

Select the type of date that the Report Summarization process uses to select rows to summarize. The date option and reporting interval values determine the accounting date and transaction date that the Report Summarization process sends to the Project Transaction Reporting table.

Available options are:

Accounting Date: The Report Summarization process summarizes rows with an accounting date that falls within the specified range. The From Date and Through Date fields appear for you to enter the accounting date range. The default value for the From Date and Through Date fields is the current date. You can override the default value. If you select a date option of Accounting Date, the process assigns a transaction date of 01/01/1900 as a default value in the Project Transaction Reporting table.

All: The process evaluates rows with any date that meet the run control criteria. If you select a date option of All, the process assigns an accounting date and transaction date of 01/01/1900 as a default value in the Project Transaction Reporting table.

Transaction Date: The process summarizes rows with a transaction date that falls within the specified range. The From Date and Through Date fields appear for you to enter the transaction date range. The default value for the From Date and Through Date fields is the current date. You can override the default value. If you select a date option of Transaction Date, the process assigns an accounting date of 01/01/1900 as a default value in the Project Transaction Reporting table.

Note. You must summarize by the transaction date to run these delivered reports:

Project Financial Report (PCPL1000)

Project Transaction Report (PCPL2000)

Transaction Level Report (PCY5050-.RPT)

Project Type

Select the type of projects for the process to include in the summary. Leave the field blank to include all project types. Available values are defined on the Project Types page.

See Defining Project Types.

Project Status

Select the status of projects for the process to include in the summary. Leave the field blank to include all project statuses. Available values are defined on the Project Definitions - Status page.

See Defining Status Types.

Summarization Option

Select a summarization option from the available values that are defined on the Report Summarization Options page.

Reporting Interval

Select the summarization level for the date that is selected above. Available values are:

Daily: Select to summarize data by using a daily time interval. The process uses the accounting or transaction date (based on the date option) from the Project Transaction table.

Inception: Select Inception to summarize all rows. When you select Inception, you must select a Date Option of All.

Monthly: Select to summarize data by using a monthly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the month that contains the date from the Project Transaction table.

Quarterly: Select to summarize data by using a quarterly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the quarter that contains the original date from the Project Transaction table.

Yearly: Select to summarize data by using a yearly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the year that contains the original date from the Project Transaction table.

Report Summarization Example

This is an example of a process with a date option of Accounting Date and a reporting interval of Quarterly.

Three rows on the Project Transaction table are combined into one row on the Project Transaction Reporting table. Each row has the dates that are shown in the following table. The process uses the accounting date to select rows; the reporting interval is quarterly. Assume that the second quarter is from April 1, 2005, through June 30, 2005.

Row Number	Trans Date	Accounting Date	Transaction Amount
1	04/02/2005	04/02/2005	100 USD
2	05/06/2005	05/06/2005	50 USD
3	06/21/2005	06/21/2005	200 USD

The resulting PC_RPO record appears as follows:

Row Number	Trans Date	Accounting Date	Transaction Amount
1	01/01/1900	06/30/2005	350 USD

Modifying the Appearance of the SQR Project Financial Report and Project Transaction Report

Developers can modify the appearance of the delivered Project Financial Report (PCPL1000) and Project Transaction Report (PCPL2000) by using the SQR Report Definition component (SQR_REPORT_DEFN).

This section discusses how to:

Modify the report title, field lengths, and column headers.
Modify the summary amount field length and column header.
Modify the break level descriptive labels.

Important! You must modify the corresponding SQR report program if you reorder or remove fields. However, you do not need to modify the corresponding SQR report program if you use the pages in the SQR Report Definition component to modify the report title, field lengths, column headers, and descriptive labels.

Pages Used to Modify the Appearance of the SQR Project Financial Report and Project Transaction Report

Page Name	Definition Name	Navigation	Usage
Configure SQR Report - Fields - 1 to 5	SQR_FIELDS_01	Project Costing, Reports, Configure SQR Report, Fields - 1 to 5	Modify the report title, field lengths, and column headers for report IDs PCPL1000 and PCPL2000.
Configure SQR Report - Fields - 6 to 10	SQR_FIELDS_02	Project Costing, Reports, Configure SQR Report, Fields - 6 to 10	Modify the report title, field lengths, and column headers for report ID PCPL2000.
Configure SQR Report - Summed Fields	SQR_SUMMED_01	Project Costing, Reports, Configure SQR Report, Summed Fields	Modify the column header for the summed amount for report IDs PCPL1000 and PCPL2000.
Configure SQR Report - Break Levels	SQR_BREAKS_01	Project Costing, Reports, Configure SQR Report, Break Levels	Modify the descriptive labels for the break levels in report IDs PCPL1000 and PCPL2000.

Modifying the Report Title, Field Lengths, and Column Headers

Access the Configure SQR Report - Fields - 1 to 5 page (Project Costing, Reports, Configure SQR Report, Fields - 1 to 5) or Configure SQR Report - Fields - 6 to 10 page (Project Costing, Reports, Configure SQR Report, Fields - 6 to 10).

Report Header

Modify the title that appears at the top of each report page. You can change the report title on any page in the SQR Report Definition component.

Field Lengths: Fields <range>

Modify the display length of the columns that appear on the report.

Line 1 Field Headers and Line 2 Field Headers

Modify the first and second lines of the column headers that appear on the report.

For example, you can change the value in Field 4 to Transaction in the Line 1 Field Header group box. Then change the value in Field 4 to Source in the Line 2 Field Header group box. As a result, the fourth column header on the report will appear as Transaction Source.

Modifying the Summary Amount Field Length and Column Header

Access the Configure SQR Report - Summed Fields page (Project Costing, Reports, Configure SQR Report, Summed Fields).

Summed Field Length

Modify the display length of the summary amount column in Field 1.

Line 1 Summed Field Headers and Line 2 Summed Field Headers

Modify the first and second lines of the summary amount column header in Field 1.

For example, you can enter a value of Summary for Field 1 in the Line 1 Summed Field Headers group box, and accept the default value in the Line 2 Summed Field Headers group box. As a result, the column header will appear as Summary Amount on the report.

Modifying the Break Level Descriptive Labels

Access the Configure SQR Report - Break Levels page (Project Costing, Reports, Configure SQR Report, Break Levels).

Break Level Names

Modify the labels that describe the break levels that appear on the report. For example, in the Break Level 7 Name field, you can change the Unit Of Measure label to UOM.

Option	Select the option to summarize data for all transactions or specific transactions. Available values are: All: Creates report summary rows for all business units, projects, and activities. Business Unit: Creates report summary rows for the specified business unit. Business Unit/Project: Creates report summary rows for the specified business unit and project. Business Unit/Project/Activity: Creates report summary rows for the specified project business unit, project, and activity. Tree Node: Creates report summary rows for the specified tree business unit, tree name, tree EFFDT (effective date), and tree node.
Date Option	Select the type of date that the Report Summarization process uses to select rows to summarize. The date option and reporting interval values determine the accounting date and transaction date that the Report Summarization process sends to the Project Transaction Reporting table. Available options are: Accounting Date: The Report Summarization process summarizes rows with an accounting date that falls within the specified range. The From Date and Through Date fields appear for you to enter the accounting date range. The default value for the From Date and Through Date fields is the current date. You can override the default value. If you select a date option of Accounting Date, the process assigns a transaction date of 01/01/1900 as a default value in the Project Transaction Reporting table. All: The process evaluates rows with any date that meet the run control criteria. If you select a date option of All, the process assigns an accounting date and transaction date of 01/01/1900 as a default value in the Project Transaction Reporting table. Transaction Date: The process summarizes rows with a transaction date that falls within the specified range. The From Date and Through Date fields appear for you to enter the transaction date range. The default value for the From Date and Through Date fields is the current date. You can override the default value. If you select a date option of Transaction Date, the process assigns an accounting date of 01/01/1900 as a default value in the Project Transaction Reporting table. Note. You must summarize by the transaction date to run these delivered reports: Project Financial Report (PCPL1000) Project Transaction Report (PCPL2000) Transaction Level Report (PCY5050-.RPT)
Project Type	Select the type of projects for the process to include in the summary. Leave the field blank to include all project types. Available values are defined on the Project Types page. See Defining Project Types.
Project Status	Select the status of projects for the process to include in the summary. Leave the field blank to include all project statuses. Available values are defined on the Project Definitions - Status page. See Defining Status Types.
Summarization Option	Select a summarization option from the available values that are defined on the Report Summarization Options page.
Reporting Interval	Select the summarization level for the date that is selected above. Available values are: Daily: Select to summarize data by using a daily time interval. The process uses the accounting or transaction date (based on the date option) from the Project Transaction table. Inception: Select Inception to summarize all rows. When you select Inception, you must select a Date Option of All. Monthly: Select to summarize data by using a monthly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the month that contains the date from the Project Transaction table. Quarterly: Select to summarize data by using a quarterly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the quarter that contains the original date from the Project Transaction table. Yearly: Select to summarize data by using a yearly time interval. The process assigns an accounting or transaction date (based on the date option) of the last day of the year that contains the original date from the Project Transaction table.