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GCS-200 Impromptu for GCS
Premier Five Favorite impromptu reports
January 12, 2011
Presented byFirstname Lastname
04/18/20232 ©2011 Deltek, Inc. All Rights Reserved
Project Manufacturing
Human Resources
Project Management
Financial Management
Enabling Success
Winning More Business
Reducing the Cost of Compliance
Increasing Project Visibility
Improving Cash Flow
CRM and Capture Management
Teaming Solutions
Market Intelligence
Business Performance Management
Know More
Win More
Do More
04/18/20233 ©2011 Deltek, Inc. All Rights Reserved
Project Manufacturing
Human Resources
Project Management
Financial Management
Know More
CRM and Capture Management
Teaming Solutions
Market IntelligenceWin More
Do More
Project & Org Budgeting
Analytical Workspace
Resource Visibility
Enterprise Reporting
Business Performance Management
Know More
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How do Impromptu and GCS Premier work?
Workstation/server must have Impromptu program installed
Impromptu reads GCS data but does not change it
Changes to GCS show in Impromptu after refresh of data
Impromptu can be pointed to different data folders
Impromptu can be used with Time Collection also
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Active Contract Listing
Active Charge Numbers
Period of Performance
Client
Values
Filter for Active
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Wizard Free Version
Opens Here
Close the Wizard
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Memorize these steps
File
New
Simple List – OK
All Tables – Open
OK
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ICONS
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Query Sort Group Filter
Sum Count
Within Query, Calculation Within report with Prompt , bring Prompt back
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Toggle Between Screen and Page
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View
Page Layout
See if the report fits
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Saving the File report format
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Menu, File, Save
Defaults to Reports folder – check the drop-down to see where saving
Type File Name
Report *.IMR Saves the report instructions so you
can retrieve with new data
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Saving Report Format and then the current data to Excel
Saving the Report:
Report (*.IMR) use this to save the report itself; to open and re-run with the latest data
Excel with Format – export the data and open in Excel to finish formatting
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GCS Modules Impromptu Folders
Modules to Folders
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GCS Contract Screens Impromptu Contracts Folders
Contracts Screens to Folders
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Contract Listing
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Open Impromptu
Contracts Folder
Contract Master File
CMF Acct
CMF SubAcct
CMF Acct Type
CMF Acct Name
CMF Proj Mgr
CMF Client
Try Query Data, Sort, Group, Filter
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Click on the Fields to Select
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Either:Double-click on fieldOrClick and hit ArrowOrCntrl-Click and hit Arrow after all selected
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Toggle between Page and Screen View
Screen View displays more like spreadsheet
Use Page view to finalize report format
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Add More Fields
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Choose more fields from the left side window
Chosen fields show up in the right side window
Arrow on selected fields means Mark for Insertion
To mark again, click on field and select Mark for Insertion to toggle
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Grouping and Associating
Once a group has been created, if you want to stop the data that keeps repeating, you need to Associate the field with the grouping
If you see repeats, then associate is probably needed; example, employee id and employee name
Right click on the repeating field, then Data Definition, then Associate
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It’s possible to get an impromptu report set up that looks beautiful but is completely incorrect
True or False?
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What is the most scary thing in Impromptu?
Le Poisson
Fish stops swimming and the screen locks up – all you can do is shut down
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What causes the most scary thing in Impromptu?
Unintended CrossTabTo avoid unintended crosstab --- Always SWOOPDon’t let your row cross over the column heading
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Rearranging Fields on Report
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To Move a field
Highlight it
SWOOP
If you don’t swoop – the fish may never quit swimming
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What is the most Important ICON in Impromptu?
Undo
Undo, Undo, Undo, Undo
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Beginners Tip
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Just pick the fields and export to Excel until you get the hang of it
Sometimes you spend 10 minutes pulling the data and 4 hours formatting the report
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Steps to Contract Listing
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Step
Description
1 File, New, Simple List, OK, All Tables, Open, OK
2 Contracts, Contract Master File (CMF)
3 Click, Hold Cntrl: CMF Acct, CMF SubAcct, CMF Acct Type, CMF Acct Name, CMF Client, CMF Proj Mgr then ARROW, then OK
4 Click on Proj Mgr then GROUP Icon, then OK
5 Click on Proj Mgr name in column, hold left mouse and SWOOP to move to first column
6 Click on CMF Acct, then SORT Icon, then OK
7 Click on CMF SubAcct, then SORT Icon, then OK
8 Click on ZZZ in CMF SubAcct, then Filter Icon, then drop-down <>, then OK
9 Click on C for CMF Acct Type, then Filter Icon, (no drop-down means =), then OK
10 Right click column header for CMF Acct – choose EDIT – delete the letters CMF Acct and type Job; repeat for rest of columns
11 Right Click in the Acct Type Column and choose DELETE
12 Go to Heading, Right Click on “Type Here” and select Edit – replace the Title
13 Go to page footer, Click on top menu bar for Insert, Choose More Objects, Report file Name, drop in footer area.
14 SAVE as IMR which is the report format
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Five Favorite Impromptu Reports
Active Contract Listing
Employee Listing
Timesheet History for Range
Voucher Distribution for Range
General Ledger Detail for Range
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For more information & training
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Solvability, Inc.256-971-2728
www.solvability.com
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