Labor Resource Planned and Actuals General Tab

Use the General tab to select report options for the Labor Resource Planned and Actuals report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Format

Select the type of data that the report displays for each employee:

  • Hours
  • Cost Amount
  • Billing Amount

Your access to labor cost rates and amounts may be restricted by role security.

Period Scale

Select one of the following period scales for the hours or amounts on the report:

  • Daily
  • Weekly
  • Bi-Weekly: A two-week period.
  • Semi-Monthly: One semi-monthly period runs from the first to the fifteenth of the month. The second semi-monthly period runs from the sixteenth to the end of the month.
  • Monthly
  • Accounting Period
  • Quarterly
  • Yearly
Start Day of the Week If you set Period Scale to Weekly or Bi-Weekly, use this field to specify the starting day of the week.
Range Select the number of reporting periods to display. The related Period Scale option determines the type of period. For example, if the period scale is monthly and you enter 6 here, the report displays data for six monthly periods.
Decimal Setting

Select the number of decimal digits to display for planned hours or amounts.

If you set Format to Hours, select one of the following:

  • No Decimal: The report displays the number of hours without decimal digits.
  • 1 Digit: The report displays the number of hours with one digit to the right of the decimal point.
  • 2 Digits: The report displays the number of hours with two digits to the right of the decimal point.

If you set Format to Cost Amount or Billing Amount, select one of the following:

  • No Decimal: The report displays amounts without decimal digits.
  • Currency: The report displays amounts with the number of decimal digits specified for the currency on the Currency Configuration form (Settings > General > Currency).
Column Width Enter the width of the data columns in inches or millimeters, based on which one you selected in the Unit of Measure field on the Layout tab.
Start Date

Select the starting date for the data on the report:

  • Today: The report displays data starting with the current date.
  • Specific Date: The report displays data starting with the date that you specify.
Exclude Non-working Days If you set Period Scale to Daily, select this check box if you do not want the report to display reporting period columns for the non-work days specified in the company calendars. The primary purpose of this option is to reserve space on the report for work days.
Only Include Plans Marked for Utilization and Project Reports If you select this option, the report includes only those plans that you select on the Plan lookup for which the Include in Utilization and Project Reports option is selected on the General tab of the Project Planning form.

If you do not select this option, the report includes all plans that you select on the Plan lookup.

Parent Topic: Labor Resource Planned and Actuals