Project Summary (Month-end - no Operating Unit)

To set up the Run Control for the month-end “Project Summary” report, which can be expanded to show activity for the past months of the fiscal year, choose “PROJECT SUMMARY REPORT” for the Report ID, “Project Summary” for the Sub Report ID, “Project” for the Report Field, the Through Date of your choice and then your Project ID number(s) for the Report Field Value(s). Refer to section 4.1 of this document if you need additional help in setting up the Run Control.

Refer to section 4.3 of this document for instructions on running the report.

4.1.8 Project Summary – Adjusted Year End

Since the “Project Summary – Adjusted Year End” report can only be run after the fiscal year has closed, the most sensible way to set up the Run Control criteria for the report is to use the Run Control for the month-end “Project Summary” report, adjusting the criteria for the two fields that need to be changed.

After you have run the year-end report, simply change the criteria back.

To do this, make sure you have followed the directions for setting up the month-end “Project Summary”

report Run Control, as explained in section 4.1.5 above. Bring up that Run Control, referring to section 4.2 of this document, if need be, for help in pulling up a Run Control you had previously set up. The two fields that will need to be changed in the Run Control are the Sub Report ID (choose “Project Summary – Adjusted Year End” ) and the Through Date (enter the ending date of the fiscal year - 06/30/xx, where xx is the last two digits of the fiscal year). Changing these two fields will allow you to get the information from the adjustment period to show up on your report. ***Note*** If you enter any other date, the report will run, but it will include the adjustment period as well as the date range you specified (i.e. Running this report for 7/31/08 would include Period 1 and Period 998, where Period 998 is the adjustment period).

Run the report as you would any other nVision report. For additional information regarding Adjusted Year End reports, refer to section 6.0 of this document.

Be sure to change the Run Control’s criteria in the Sub Report ID back to Project Summary when finished running the “Project Summary – Adjusted Year End” report. Remember to save the criteria after you have changed it back.

4.1.9 Project Summary with Operating Unit (Month-end)

To set up the Run Control for the month-end “Project Summary with Operating Unit” report, choose

“PROJECT SUMMARY REPORT” for the Report ID, “Project Summary w-Oper Unit” for the Sub Report ID, “Project” for the Report Field, the Through Date of your choice and then your Project ID number(s) for the Report Field Value(s). Refer to section 4.1 of this document if you need additional help in setting up the Run Control.

Refer to section 4.3 of this document for instructions on running the report.

4.1.10 Project Balance (Month-end)

To set up the Run Control for the month-end “Project Balance” report, choose “PROJECT BALANCE REPORT” for the Report ID, “Project Balance” for the Sub Report ID, “Project” for the Report Field, the Through Date of your choice and then your Project ID number(s) for the Report Field Value(s). Refer to section 4.1 of this document if you need additional help in setting up the Run Control.

Refer to section 4.3 of this document for instructions on running the report.

4.1.11 Project Balance – Adjusted Year End

Since the “Project Balance – Adjusted Year End” report can only be run after the fiscal year has closed, the most sensible way to set up the Run Control criteria for the report is to use the Run Control for the month-end “Project Balance Report,” adjusting the criteria for the two fields that need to be changed.

After you have run the year-end report, simply change the criteria back.

To do this, make sure you have followed the directions for setting up the month-end “Project Balance Report” Run Control, as explained in section 4.1.8 above. Bring up that Run Control, referring to section 4.2 of this document, if need be, for help in pulling up a Run Control you had previously set up. The two fields that will need to be changed in the Run Control are the Sub Report ID (choose “Project Balance – Adjusted Year End” ) and the Through Date (enter the ending date of the fiscal year - 06/30/xx, where xx is the last two digits of the fiscal year). Changing these two fields will allow you to get the information from the adjustment period to show up on your report. ***Note*** If you enter any other date, the report will run, but it will include the adjustment period as well as the date range you specified (i.e. Running this report for 7/31/08 would include Period 1 and Period 998, where Period 998 is the adjustment period).

Run the report as you would any other nVision report. For additional information regarding Adjusted Year End reports, refer to section 6.0 of this document.

Be sure to change the Run Control’s criteria in the Sub Report ID back to Project Balance when finished running the “Project Balance – Adjusted Year End” report. Remember to save the criteria after you have changed it back.

4.1.12 Project Balance – Year to Date Comparative (Month-end)

To set up the Run Control for the month-end “Project Balance – Year to Date Comparative” report,

choose “PROJECT BALANCE REPORT” for the Report ID, “Project Balance – Year to Date comparative”

for the Sub Report ID, “Project” for the Report Field, the Through Date of your choice and then your Project ID number(s) for the Report Field Value(s). Refer to section 4.1 of this document if you need additional help in setting up the Run Control.

Refer to section 4.3 of this document for instructions on running the report.

4.1.13 Departmental Summary by Project (Month-end)

To set up the Run Control for the month-end “Departmental Summary by Project” report, choose “DEPT SUMMARY BY PROJECT” for the Report ID, “Departmental Summary by Project” for the Sub Report ID,

“Department Code” for the Report Field, the Through Date of your choice and then your Department ID number for the Report Field Value. Refer to section 4.1 of this document if you need additional help in setting up the Run Control.

Refer to section 4.3 of this document for instructions on running the report.