Use the General tab to select report options for the Labor Detail report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
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| Create Activity
|
To create activities in the Activity Manager when you generate the report, select this check box.
Deltek displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
Deltek creates an activity for each record included on the report.
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Base Rollup
| Field | Description |
|---|
| Project Base Rollup
|
Use this option to summarize information for projects that use a standard numbering system. For example, if the first five characters of your project number represent a master contract, you can summarize (roll up) information for all projects that have a common master contract number. The
Project Base Rollup slider box displays the number of characters in your project numbers. For example, if you use a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
- A phase total is the total of all occurrences of that phase across the base project.
- A task total is the total of all occurrences of that task across the base project.
To roll up project numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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| Subtotal or Summarize on Base Number
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If you set a project base rollup, use this field to select how you want
Deltek to display the project data:
-
Subtotal on Base Number: Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total.
-
Summarize on Base Number: Select this option to display totals for each group but no project detail.
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| Phase Base Rollup
|
Use this option to summarize report information for phases that use a standard numbering system. The
Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if you use a 7-digit phase number, the slider box displays
1234567. A phase number can also include one delimiter (for example, 12345.12).
You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project.
To display only phases and tasks, use the
Project Base Rollup slider to cover the project number completely.
To roll up phase numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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| Task Base Rollup
|
Use this option to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks. The
Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if you use a 3-digit task number, the slider box displays
123.
This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number.
To show only tasks, use the
Project Base Rollup and
Phase Base Rollup sliders to cover the project number and phase number completely.
To roll up task numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
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Options
| Field | Description |
|---|
| Print Comments
|
Select this check box to include on the report the invoice comments specified during transaction entry. The expanded text content displays when this option is selected.
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| Final Totals
|
Select this check box to include a line at the end of the report that displays totals for all amount columns.
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| Unposted Labor
|
Select this check box to include unposted timesheet information on the report. If you select this check box,
Deltek includes the following timesheet data:
- All timesheet data in unposted transaction entry files.
- All timesheets that are in progress or submitted, but not posted.
The report displays the code
u next to unposted time.
Deltek uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
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| Detail
|
Select the level of transaction detail included on the report:
-
All Transactions: The report displays all transactions.
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Employee and Period: The report displays one detail line of summarized labor hours and amounts for each accounting period for each employee.
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Employee: The report displays one detail line of summarized labor hours and amounts for each employee.
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None: The report displays no transaction detail. It summarizes labor hours and amounts by labor code.
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| Report at
|
Select one of the following rate options:
-
Billing: Select this option to display monetary amounts at billing rates. This option is only available if the
Reporting at Billing Rates option is selected on the Reporting tab of the Accounting System Settings form ().
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Cost: Select this option to display monetary amounts at cost rates. This option is only available if the
Reporting at burdened rates option is not selected on the Reporting tab of the Accounting System Settings form.
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Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the
Reporting at burdened rates option is selected on the Reporting tab of the Accounting System Settings form.
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| Report In
|
If you set the
Report At option to
Cost, use this option to indicate in the type of currency you want
Deltek to display monetary amounts:
-
Project Currency
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Billing Currency
-
Project's Functional Currency
-
Presentation Currency: Use the related
Presentation Currency and
Exchange Rate as Of options to specify the currency and the date to use in calculating exchange rates.
If you set the
Report At option to
Billing, indicate the types of currency in which you want
Deltek to display monetary amounts:
-
Billing Currency: The currency is based on the setting for the
Use Billing Currency not Project Currency option on the Reporting tab of the Accounting System Settings form. When that option is selected, the monetary amounts display in the project's billing currency. When that option is not selected, the amounts display in the project currency.
-
Presentation Currency:
Deltek uses a single currency to display all monetary amounts. Use the related
Presentation Currency and
Exchange Rate as Of fields to specify the currency and the date to use to determine exchange rates.
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| Presentation Currency
|
If you select presentation currency for one of the Report In options, use this option to select the currency in which monetary amounts display. The list includes all currencies enabled for use by your enterprise.
Deltek presents all amounts on the report in the currency that you specify, even though projects might not share a common project currency, billing currency, or functional currency.
Deltek uses the date that you specify in
Exchange Rate as Of to determine the exchange rates for calculating the amounts.
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| Exchange Rate as Of
|
If you use the
Presentation Currency option to specify a currency type, use this option to specify the date that
Deltek uses to determine the exchange rates used to calculate the presentation currency amounts from the project currency amounts.
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Time Frame
Use these options to specify the timeframe for data included on the report.
| Field | Description |
|---|
| Period
|
Select a setting:
-
Current: The report shows data for the accounting period that is currently open.
-
Year-to-Date: The report shows data for the current fiscal year through the current accounting period.
-
Job-to-Date: The report shows data from the beginning of the project through the current accounting period.
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| Period Range
|
Specify a range of accounting periods.
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| Date Range
|
Specify the start and end dates of the range.
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Posting Runs
| Field | Description |
|---|
| Select Posting Runs
|
Click this option to include only transactions from selected labor posting runs on the report. When you click this button,
Deltek displays the Labor Posting Logs dialog box. That dialog box lists all timesheet, labor adjustment, and billing labor transfer postings for the time frame you specified. If you save your report options,
Deltek does not save labor posting run choices.
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| Employee Lookup
|
Use this option to select one or more employees to be included on the report.
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