Common Fields Used in This Chapter

Period/Date

Enter the period number or the date for which you want to review amount and unit information. If you enter a period, the system converts it to a date and uses the last day of the period. If you enter a date that is not the last day of the period, the system updates it to the last day of the period in which the date falls. The system uses the date pattern that is assigned to the company that is assigned to the job to determine the last day of each period.

Inception, Cumulative, or Period

Specify the type of information to display on the form. Options are:

Inception: The system displays job-to-date totals for each account through the period or date specified. When you select this option, the system includes the balance forward amount from the previous year.

Cumulative: The system displays year-to-date totals for each account through the period or date specified.

Period: The system displays the period-date-totals for each account for the period or date specified.

Subledger

Enter the subledger type and subledger to use to retrieve account information.

Revised Budget Amounts

Enter the sum of the amounts in the revised budget ledgers for the period specified.

Revised Budget Units

Enter the sum of the units in the revised budget ledgers for the period specified.

Actual Amounts

Enter the amount from the AA ledger for the period specified.

Actual Units

Enter the unit from the AU ledger for the period specified.

Original Budget Amount

Enter the sum of the amounts that are in the BORG field (budget original) for all revised budget amount ledgers for the period specified.

Original Budget Units

Enter the sum of the units that are in the BORG field (budget original) for all revised budget unit ledgers for the period specified.

Percent Complete

Enter the amount for the period specified in the F% ledger. If the amount in the F% ledger is zero, the system calculates the percent complete based on the computation method that is assigned to the account.