Setting Up a Column Definition for a Billing Amount

To set up a column definition for a billing amount:

  1. Access the Project Status Inquiry Column Definitions form.

    Form Name

    Form ID

    Navigation

    Project Status Inquiry Column Definitions

    W51X90B

    Project Status Inquiry (G51411).

    Project Status Inquiry Column Definitions (P51X90).

    Click Add on the Work with Project Status Inquiry Column Definitions form.

    Project Status Inquiry Column Definitions form: Billing Amounts
  2. On the Project Status Inquiry Column Definitions form, enter values in these fields and select or clear the options:

    Column Name

    Enter a name for the column that you create. This field is required.

    Description

    Enter a description for the column that you create. This field is required.

    Column Heading

    Enter the name to appear for the column heading in the Project Status Inquiry form. This field is required.

    Column Type

    Select Billing Amount.

    Billing Amount

    Select the type of billing amount for the column definition.

    Values are:

    Billed Net

    Billed Tax

    Billed Total

    Billed Unit Price

    Billed Units

    Earned Amount

    Earned Unit Cost

    Earned Units

    Net Revenue

    Received Amount

    Retained Amount

    Revenue Not Recognized

    Revenue Recognized

    Revenue in excess of NTE Limits

    Unbilled Net

    Unbilled Tax

    Unbilled Total

    Unbilled Unit Price

    Unbilled Units

    Totaling Method

    Select an option to specify whether the system sums or averages the values in the column, or whether the system does not apply any totaling method. See Understanding Totaling Methods.

    Values are:

    Average - Exclude zero amounts. The system does not include zero amounts when it averages the values in the column.

    Average - Include zero amounts. The system includes zero amounts when it averages the values in the column.

    None. The system does not apply a totaling method to the column values.

    Sum. The system adds the values in the column. This is the default value.

    Display Decimal Override

    Enter the number of decimal places to override the default decimal value for the currency amount, unit, or unit price of the column. See Understanding Decimal Display Values.

    Scaling Multiplier

    Enter the factor by which the system multiplies amounts or units in a column. The system multiplies the accumulated amounts by the multiplier factor before it displays the result on the Project Status Inquiry form.

    For example, if you want to scale large numbers to thousands, enter.001. If you want percentages to appear as whole numbers, enter 100.

    As If Currency Enabled

    Select this check box to enable as if currency processing. For Billing Amount column types, the system enables this option for all billing amount types except Billed Units, Earned Units, and Unbilled Units.

    If you select this check box and enter a currency code when you specify your data in the Work with Project Status Inquiry program (P51X0200), the system calculates the values for the column in the currency specified on the Work with Project Status Inquiry program, and displays the values in the as if currency on the Project Status Inquiry form.

    See Understanding the As If Currency Enabled Option.

  3. Click OK.