Use the General tab to select report options for the Labor Resource Planned and Actuals report and to save sets of options for reuse.
Contents
Field | Description |
Report Name
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You can change the default report name.
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Format
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Select the type of data that the report displays for each
employee:
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Hours
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Cost Amount
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Billing Amount
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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Quarterly
-
Yearly
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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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Decimal Setting
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Select the number of decimal digits to display for planned hours or amounts.
If you set
Format to
Hours, select one of the following:
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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 or
Billing Amount, select one of the following:
-
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 ().
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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:
-
Today: The report displays data starting with the current date.
-
Specific Date: The report displays data starting with the date that you specify.
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Exclude Non-Work Days
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If you set
Period Scale to
Daily, select this check box if you do not want the report to display calendar period columns for non-work days. The primary purpose of this option is to reserve space on the report for work days.
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Only Include Plans That Are Included in Utilization
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If you select this option, the report includes all
project plans that you select for the report and any selected
opportunity plans that are included in utilization.
Opportunity plans that are not included in utilization yet are excluded. (You use the
Include Plan in Utilization Calculation check box on the
Opportunity Plan Structure form () to indicate whether or not an
opportunity plan is included in utilization.
If you do not select this option, the report includes all plans that you select for the report.
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