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
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You can modify the default report name.
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Options
Field | Description |
Format
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Select one of the following to indicate the data that you want the report to display:
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Hours
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Cost Amount
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Billing Amount
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Revenue
Your access to labor cost rates and amounts may be restricted by role security.
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Period Scale
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Select one of the following period scales for the hours or amounts on the report:
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Daily
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Weekly
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Bi-Weekly: A two-week period.
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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.
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Monthly
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Accounting Period
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Quarterly
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Yearly
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Decimal Setting
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Select the number of decimal digits to display for hours or amounts.
If you set
Format to
Hours, select one of the following settings:
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No Decimal: The report displays the number of hours without decimal digits.
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1 Digit: The report displays the number of hours with one digit to the right of the decimal point.
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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:
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No Decimal: The report displays amounts without decimal digits.
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Currency: The report displays amounts with the number of decimal digits specified for the currency on the Currency Configuration form ().
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Start Day of the Week
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If you set
Period Scale to
Weekly or
Bi-Weekly, use this field to specify the starting day of the week.
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Range
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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.
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Column Width
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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.
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Start Date
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Select the starting date for the data on the report:
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Today: The report displays data starting with the current date.
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Specific Date: The report displays data starting with the date that you specify.
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Graph
Field | Description |
Height
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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.
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Show
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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:
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Planned Hours
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Actual Hours
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Baseline Hours
If you set
Format to
Cost Amount, select one of the following:
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Planned Cost Amount
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Actual Cost Amount
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Baseline Cost Amount
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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:
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Planned Billing Amount
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Actual Billing Amount
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Baseline Billing Amount
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Compensation
If you set
Format to
Revenue, you can select
Planned Revenue.
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Other options
Field | Description |
Only include plans marked for Utilization and Project Reports
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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.
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Show Cumulative Totals
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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.
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