Project Planning Performance General Tab

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

Contents

Field	Description
Report Name	You can change the default report name.
Period Scale	Select one of the following period scales for the hours or amounts on the report: Daily Weekly Bi-Weekly: A two-week period. 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. Monthly Quarterly Yearly
Decimal Setting	Select the number of decimal digits to display for amounts: No Decimal: The report displays numbers without decimal digits. 1 Digit: The report displays numbers with one digit to the right of the decimal point. 2 Digits: The report displays numbers with two digits to the right of the decimal point.
Range	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.
Column Width	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.
Maximum Planning Level	Select the number of planning levels to include. Note that if both Resource Planning and Accounting are activated, you can select 1 to 3 WBS levels. If Resource Planning is activated but the Accounting module is not activated, you can select up to 17 planning levels. (Note that if the maximum plan level selected is greater than the levels a project has, this report will display only those levels down to the project's lowest level. For example, if you choose to see 17 levels but the project only has 5, the report will list all the levels down to level 5 only for the project, not through level 17.)
Start Date	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.
Only Include Plans That Are Included in Utilization	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 (Resource Management > Opportunity Plan Structure) 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.
Consolidate by Project/Opportunity Number	Select this check box to summarize data based on project or opportunity structure. In Roll Up __ Digits on Left and Roll Up __ Digits on Right, enter the number of characters that you want to roll up on the left and right ends of the project or opportunity numbers. For example, if your project numbers contain five characters and the first two characters of each number represent the client firm, you can consolidate (roll up) information at the client firm level. To do that, enter 3 in Roll Up __ Digits on Right.
Show Gantt Chart	Select this check box to display a Gantt chart (bar chart) on the report.
Only Include Tasks with Planned Numbers	If you select this check box, the report includes only those tasks that have one or more of the following Planned hours Planned expense cost Planned consultant cost This option is only available if you select the Show Gantt Chart option.