Use these options to determine the amounts and periods that will display.
| Field | Description |
|---|
| Final Totals
|
Select this check box to include a line at the end of the report that displays totals for all amount columns.
|
| Overhead
|
Select this check box to include overhead amounts.
If you use multiple currencies and select
Cost in
Report at and select
Billing Currency in
Report in,
Print Overhead and
Estimate Overhead are disabled.
|
| Estimate Overhead
|
If you generate a report showing 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,
Estimate Overhead displays at the top of the report.
If you use multiple currencies and select
Cost in
Report at and select
Billing Currency in
Report in,
Print Overhead and
Estimate Overhead are disabled.
|
| Unposted Labor
|
Select this check box to include unposted timesheet information on the report. If you select this check box,
DPS includes the following timesheet data:
- All timesheet data in unposted transaction entry files.
- All timesheets that are in progress or submitted, but not posted.
The report displays the code
u next to unposted time.
DPS uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
|
| Committed Purchase Order Expenses
|
Select this option to include as an expense any amounts committed to approved orders. If you include committed expenses, you can see major upcoming costs that will affect a project’s bottom line.
If you select this option and also select
Current in
Activity Period on the Activity tab, committed PO expenses are included whether or not the expense activity occurred in the current accounting period.
|
| Budget Balance when No Budget
|
Select this check box to display the difference between the budget and project-to-date billing or cost amounts even if there is no budgeted amount. The result is a negative amount unless the project-to-date amount is also zero or is a negative amount.
|
| Use Summary Table
|
Select this option to generate the report from pre-processed data in the project summary table, rather than directly from the standard database tables. In most cases,
DPS generates the report much faster if you select this option.
Calculations performed for this report place high demands on processor resources. In some cases, it can take a long time to generate the report for large databases. To minimize the time it takes to generate the report, first run the Refresh Project Summary Table utility to calculate and store the data for this report in a summary table. Then, before you generate the report, select the
Use Summary Table option.
If the Refresh Project Summary Table utility has never been run, this option is not available. In that case,
DPS displays a note next to the option:
Use Summary Table (Refresh under Advanced Utilities)
After you run the utility the first time,
DPS makes the
Use Summary Table option available and displays the most recent date and time that the utility was run:
Use Summary Table (Updated: 4/5/21 12:09PM)
The Refresh Project Summary Table utility calculates and saves project summary information for regular projects only.
Recommendation: Schedule the Refresh Project Summary Table utility to run each night, so that each day the data for reports are current as of the night before for all
DPS users.
|
| Period Range (For Use with Custom Columns)
|
Use these fields to specify a range of periods to be used by the custom columns selected on the Columns tab. This range of periods will only impact the custom columns.
DPS defaults to the current period for the period range.
When you specify a custom range, the
Period Range option is enabled as one of the Activity Period options on the Activity Tab. Select this option to apply the custom time frame to the report and to filter the report to only include projects, phases, or tasks with activity in that period range.
|
| Report at
|
Select one of the following rate options:
-
Cost: Select this option to display monetary amounts at cost rates.
-
Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the
Enable Reporting at Burdened Rates option is selected in
.
|
| Contract Selection
|
Use these options to specify criteria for report selection.
|
| Status
|
To select records for the report based on contract status, use the Contract Status lookup to select one or more status settings, such as Approved & Signed, Negotiation, Pending, Rejected, or Sent for Signature.
|
| Type
|
To select records for the report based on contract type, use the Contract Type lookup to select one or more types, such as Additional Services, Change Order, Letter of Agreement, or Original.
|
| Exclude Contracts Not Included in Fees
|
This report option is available if you select the
Synchronize Fees from Contract to Project option on the General tab of the Accounting System Settings form ().
Select this report option to exclude contracts that do not have the
Include in Fees option selected.
|
| Report Cost in
|
Select the type of currency in which cost amounts display:
-
Project Currency
-
Billing Currency
-
Project's Functional Currency
-
Presentation Currency: Use the
Presentation Currency and
Exchange Rate as of options to specify the currency and the date to use in calculating exchange rates.
Billing Currency is only available if
Use billing currency not Project currency is selected on the Reporting tab of the Accounting System Settings form.
|
| Report Billing in
|
Select the type of currency in which billing amounts display:
-
Billing Currency: The currency is based on the setting for the
Use Billing Currency not Project Currency option in Labor Options Settings. When that option is selected, the monetary amounts are displayed in the project's billing currency. When that option is not selected, the amounts are displayed in the project currency.
-
Presentation Currency: Use a single currency to display all monetary amounts. Use the
Presentation Currency and
Exchange Rate as of fields to specify the currency and the date to use to determine exchange rates.
|
| Report AR & Fees in
|
Select the type of currency in which AR & Fees amounts display:
-
Billing Currency: The currency is based on the setting for the
Use Billing Currency not Project Currency option in Labor Options Settings. When that option is selected, the monetary amounts are displayed in the project's billing currency. When that option is not selected, the amounts are displayed in the project currency.
-
Presentation Currency: Use a single currency to display all monetary amounts. Use the
Presentation Currency and
Exchange Rate as of fields to specify the currency and the date to use to determine exchange rates.
|
| Presentation Currency
|
If you select
Presentation Currency in
Report Cost in or in
Report Billing in, select the currency in which you want the report to display monetary amounts. The drop-down list includes all currencies enabled for use by your enterprise.
All amounts on the report display in the single currency that you specify, even though projects might not share a common project currency, billing currency, or functional currency. The date that you specify in
Exchange Rate as of determines the exchange rates used to calculate the amounts.
|
| Exchange Rate as of
|
If you select
Presentation Currency in
Report Cost in or in
Report Billing in, specify the date that determines the exchange rates to use to calculate the presentation currency amounts from other currency amounts.
|
