Use the General tab to select report options for the Project Planning List report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
Options
| Field | Description |
|---|
| Plan Organization
|
To generate the report for a single organization, use the Organization lookup to select that organization.
|
| Plan Manager
|
To generate the report for selected project managers, use the Employee lookup dialog to select the project managers whose plans you want to see.
|
| Plan Principal
|
To generate the report for selected principals, use the Employee lookup to select the principals whose plans you want to see.
|
| Plan Client
|
To generate the report for selected clients, use the Client lookup to select the client firms for which you want to see plans.
|
| 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.
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