Viewing Jobs and Financial Data for Jobs
To view job and financial data:
Access the Project Status Inquiry form.
Form Name
Form ID
Navigation
Project Status Inquiry
W51X0210A
Use one of these navigations:
Project Status Inquiry (G5114).
Project Status Inquiry (P51X0200).
Specify the data selection criteria, and then click View Now on the Work with Project Status Inquiry form.
Project Status Inquiry (G5114).
Project Status Inquiry View (P51X0310).
Select the record to view and click Select, or click the link for the record in the View ID field.
(Optional) On the Options subform, select a list item from the Summarize by list.
You specified a Summarize by list item on the Work with Project Status Inquiry form. You do not need to select a different option on the Options subform unless you want to summarize by a different list item. You can resummarize by different options as often as you choose.
The grid in the Summary subform includes the summary lines for jobs that met the parameters that you specified on the Work with Project Status Inquiry form.
(Optional) On the Summary subform, select or clear the Show Job Totals check box to show or suppress job total summary lines.
The Show Job Totals check box does not appear if you selected Job in the Summarize by list on the Options subform. If you summarize by job, the Summary subform includes job totals.
Select a summary line on the Summary subform.
The system displays the account details in the Account Details subform for the summary line you select and refreshes the chart.
Select or clear these options on the Account Details subform to show or hide information:
Suppress Zero Accounts
Suppress Header Accounts
Display Cost Code Description
Click a link in the Account Description field for an account in the Account Details subform to refresh the display to show a lower level of account detail.
You can sort the results in the Account Description subform by column rows with visual alert icons. See Filtering Records by Visual Alerts.
(Optional) Expand the Chart subform to view the columns in a chart format.
You use the check boxes on the Selection tab of the Chart subform to select the columns to display on the Display tab of the Chart subform. See Identifying Columns to Include in the Chart.
When you finish reviewing the results, click Close to exit without saving records, or, if view later processing is enabled, select Save Results from the Form menu to save the results.