Fee Remaining General Tab

Use the General tab to select report options for the Fee Remaining report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Exclude Completed Projects/Phases/Tasks Select this check box if you do not want completed projects, phases, or tasks included in the Fee Remaining report. A project with phases or tasks is completed only if all items at lower levels of the work breakdown structure (WBS) are completed.
Print Project/Phase/Task Info

By default, the report has four columns: Fee, Percent Complete, Previous Fee, and Fee Remaining.

Select this check box to display the following additional information for each project, phase, and task:

  • Principal
  • Client
  • Compensation
  • Project Manager
  • Revenue Type
  • Total Job-to-Date Billed
  • Supervisor
  • Fee Method
  • Fee Job-to-Date Billed
  • Fee Basis
Exclude Previously Billed Select this check box if you do not want the report to include previously billed amounts or percentages for projects that have billing schedules.
Scheduled Billing Date Range Use this option to specify a range of scheduled billing dates to include in the report.