Labor Plan Charts General Tab

Use the General tab to select report options for the Labor Plan Charts report and to save sets of options for reuse.

Contents

Field Description
Report Name You can modify the default report name.

Options

Field Description
Format

Select one of the following to indicate the data that you want the report to display:

  • Hours
  • Cost Amount
  • Billing Amount
  • Revenue

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
Decimal Setting

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

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

  • 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, Billing Amount, or Revenue, select one of the following settings:

  • 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).
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.
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.

Graph

Field Description
Height Enter the height of the graph in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab.
Show

Select the types of hours or amounts that you want the graph to display.

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

  • Planned Hours
  • Actual Hours
  • Baseline Hours

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

  • Planned Cost Amount
  • Actual Cost Amount
  • Baseline Cost Amount
  • Compensation

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

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

  • Planned Billing Amount
  • Actual Billing Amount
  • Baseline Billing Amount
  • Compensation

If you set Format to Revenue, you can select Planned Revenue.

Other options

Field Description
Only include plans marked for Utilization and Project Reports If you select this option, the report includes only those plans that you select 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.

Show Cumulative Totals If you select this check box, the report displays cumulative totals from one period to the next for actual, baseline, and planned values.

If you do not select this check box, the report displays the actual, baseline, and planned values for each period alone.

For example, if the actual hours for March 2018 are 250 and the actual hours for April 2018 are 350, the report displays 250 for March 2018 and 600 (250 + 350) for April 2018 if you select Show Cumulative Totals. If you do not select Show Cumulative Totals, the report displays 250 for March 2018 and 350 for April 2018.