Contents of the Manage Prior Year Project Comparative Balances Screen

Use the fields and options to configure the Manage Prior Year Project Comparative Balances screen.

Fiscal Year/Project

Field	Description
Fiscal Year	Enter, or click to select, the fiscal year for which you want to enter period balances. To edit previously entered information, use Query to display it.
Project, Level	Enter, or click to select, the project for which you want to enter period balances. Costpoint displays the project name and project level when you select the project.

Running Balances

Field

Description

Amount, Hours

In these fields, Costpoint maintains cumulative totals of amounts or hours entered in the Amount and Hours fields. It is recommended that you calculate the net amount and hours for the balances you plan to enter during the session. When you finish, check those totals against Costpoint's running balances to make sure that no data entry errors occurred. (When you close the screen, Costpoint discards the running balances).

Table Window

To begin adding balances, click .

Field	Description
Account, Organization	Enter, or click to select, the account and organization for which you want to enter period balances. After you complete a line in the table, Costpoint uses the account/organization combination on that line as the defaults for the next line, but you can change them.
Period	Enter, or click to select, the accounting period for which you want to enter balance amounts. After you complete a line in the table, Costpoint uses the next period in the fiscal year as the default for the next line.
Amount	Enter the balance amount for the project/account/organization/period combination.
Hours	Enter the hours balance for the project/account/organization/period combination.
Account Name	This non-editable field displays the account name. Note: You can use Query to "drill down" to the rows you want to work with by performing subqueries on the query results.