Project Detail General Tab

Use the General tab to select report options for the Project Detail report and to save sets of options for reuse.

Contents

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

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.
Subtotal or Summarize on Base Number	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.
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.
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.

Content Options

Field	Description
Estimate Overhead	If you want to generate a report that displays overhead but you have not yet allocated overhead for the current period, select this check box to use estimated overhead amounts. If you select this check box, Deltek displays Estimate Overhead at the top of the report.
Page Break by Project	Select this check box to begin a new page each time the project changes.
Final Totals	Select this check box to include a line at the end of the report that displays totals for all amount columns.
Print Billing Status	Select this check box to display the billing status for each transaction. This option is available only if you use Billing.
Print Posting Sequence	Select this check box to display each the transaction's posting sequence number that is assigned during the posting process. Deltek assigns 1 to the first group of transactions posted during an accounting period, 2 to the second group, and so on. To see a numbered list of all of the postings for the current accounting period, click Transaction Center > Posting Review Report on the Navigation menu.
Select by Billing Status	To select transactions for the report based on billing status, use the Billing Status Lookup dialog box to select one or more of the following statuses: B: Billable: The transaction is released and available for billing to the client. D: To Be Deleted: The transaction is marked for deletion. F: Final Billed: The transaction has been billed to the client. H: Held: The transaction is being held temporarily to prevent billing to the client. M: Modified: The transaction has been modified in some way from its original form. N: Not Billable: The transaction is not billable. O: Deleted: The transaction was marked for deletion, included in a billing run, and deleted. R: Partial Hold/Released: Part of the transaction has been held or released. T: Transferred: The transaction was moved from one project, phase, or task to another. W: To Be Written Off: The transaction has been written off, but the invoice has not been posted. X: Written Off: The transaction has been written off, and the invoice has been posted. This option is available only if you use Billing.
Report Cost in	Indicate the currency type in which monetary amounts are displayed: Project Currency Billing Currency Project's Functional Currency Billing Currency is only available if Use Billing Currency not Project Currency is selected on the Reporting tab of the Accounting System Settings form (Settings > Advanced Accounting > System). If you select Project's Functional Currency, the Billing column is not included on the report and is not available for selection on the Columns tab.
Report Billing in	You cannot set this option. The currency is based on the Use billing currency not Project currency option on the Reporting tab of the Accounting System Settings form: When Use billing currency not Project currency is selected, the report displays monetary amounts in the project's billing currency. When Use billing currency not Project currency is not selected, the report displays monetary amounts in the project currency.

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.
Period Range	Specify a range of accounting periods.
Date Range	Specify the start and end dates of the range.

Select 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.