Project Planning Analysis General Tab

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

Contents

Field	Description
Report Name	You can change the default report name.
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.)
Hour Decimal Setting	Select the number of decimal digits to display for hours: No Decimal: The report displays the number of hours without decimal digits. 1 Digit: The report displays the number of hours with one digit to the right of the decimal point. 2 Digits: The report displays the number of hours with two digits to the right of the decimal point.
Amount Decimal Setting	Select the number of decimal digits to display for amounts: 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 (Settings > General > Currency).
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.
Only Include Lines with Planned or JTD Amounts	If you select this check box, the report only includes resources, expenses, or consultants for which planned or actual job-to-date hours or cost amounts exist.
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.