Summary Subform

The Summary subform displays both the job columns and user-defined columns. The system arranges the columns according to the value that you select in the Summarize by list and according to the order in which you specified columns on the Columns 1–20 and Columns 21–40 tabs in the Work with Project Status Inquiry program. The columns at the beginning of the grid (left side) include the project, job, company, and business unit job columns. Then, if you summarize by an option other than project or job, the job columns that include the specified summary information appear after the project number. The user-defined columns that you specified when you processed records appear in the grid after the project, job, company, business unit, and summary job-column information. You can change your selected summary option as often as you like.

The Show Job Totals check box appears on the Summary subform when you select any summary list item except Job, Account Category Code, or Alternate Cost Code. You can set a processing option to initialize the Project Status Inquiry form with the Show Job Totals check box selected.

Each line in the Summary subform includes a link in a description field. The value that you select in the Summarize by field on the Options subform determines which description field includes the link. For example, if you summarize by company, the Company Description field includes the link. If you summarize by a contract type, then the Contract Type Description field includes the link. Single-click on the link in a summary line to display the account details for each job for the summary line in the Account Details subform. Amounts in the Summary subform and the Account Details subform are in bold text if the amounts displayed are totals of other amounts.

If you specified to show amounts in an as if currency, the amount columns for which you enabled as if currency processing show the amounts in the as if currency. See As If Currency Processing.

The method of totaling that you assigned to the columns affects how the amounts are calculated and displayed in the Project Status Inquiry form. See Understanding Totaling Methods.

If you included visual alert columns and a job or summary line includes an amount that triggers the visual alert, the system displays the icon associated with the threshold in the Summary subform and the Account Details subform. See Threshold Amounts and Viewing Visual Alerts.