Use the Options tab to indicate if you want to display the project information and financial analysis sections and to specify options for displaying that data.
Contents
Financial Analysis
| Field | Description |
|---|
| Print Financial Analysis
|
Select this check box to print financial analysis information for each work breakdown structure (WBS) level for the current period, the year to date, and the job to date. The information is similar to data available on the Office Earnings Report.
The values in the
Spent column in the
Financial Analysis sections are affected by the following options on the Labor & Expense tab:
Include Committed Purchase Order Expense,
Print Unposted Labor, and
Print Reimbursable Consultant Expenses.
|
| Report at
|
Select one of the following rate options:
-
Billing: Select this option to display monetary amounts at billing rates. This option is only available if the
Reporting at Billing Rates option is selected on the Reporting tab of the Accounting System Settings form ().
-
Cost: Select this option to display monetary amounts at cost rates. This option is only available if the
Reporting at burdened rates option is not selected on the Reporting tab of the Accounting System Settings form.
-
Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the
Reporting at burdened rates option is selected on the Reporting tab of the Accounting System Settings form.
|
| Report in
|
If
Report at is
Cost or
Burden, indicate the currency type used for monetary amounts that display in the Financial Analysis sections:
- Project Currency
- Billing Currency
- Project's Functional Currency
If
Report at is
Billing, 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.
|
Information Section
| Field | Description |
|---|
| Print Project Info
|
Select this option to display selected information from the Projects hub (principal, project manager, client, and so on) for each WBS level.
|
| Print User Defined Fields
|
If you select this check box, the project information sections can include up to 15 user-defined fields. The report displays fields that are not memo fields first, in columns, and then displays memo fields. Memo fields use the full width of the report page.
|
| Print Project Memo
|
Select this check box to include notes specified for the project in the
Memo field on the General tab of the Projects hub.
|
