Project Summary General Tab

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

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Activity Manager when you generate the report, select this check box. DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time. DPS creates an activity for each record included on the report.

Base Rollup

Field	Description
Project Base Rollup	Use this option to summarize information for projects that use a standard numbering system. For example, if the first five characters of your project number represent a master contract, you can summarize (roll up) information for all projects that have a common master contract number. The Project Base Rollup slider box displays the number of characters in your project numbers. For example, if you use a 10-digit project number, the slider box displays 1234567890. A project number can also include up to two delimiters (for example, 12-345.67890). A phase total is the total of all occurrences of that phase across the base project. A task total is the total of all occurrences of that task across the base project. To roll up project numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
Subtotal or Summarize on Base Number	If you set a project base rollup, use this field to select how you want DPS to display the project data: Subtotal on Base Number: Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total. Summarize on Base Number: Select this option to display totals for each group but no project detail.
Phase Base Rollup	Use this option to summarize report information for phases that use a standard numbering system. The Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if you use a 7-digit phase number, the slider box displays 1234567. A phase number can also include one delimiter (for example, 12345.12). You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project. To display only phases and tasks, use the Project Base Rollup slider to cover the project number completely. To roll up phase numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
Task Base Rollup	Use this option to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks. The Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if you use a 3-digit task number, the slider box displays 123. This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number. To show only tasks, use the Project Base Rollup and Phase Base Rollup sliders to cover the project number and phase number completely. To roll up task numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.

Options

Field	Description
Print Overhead	Select this check box to include overhead amounts. If you use multiple currencies, both the Print Overhead option and the Estimate Overhead option are disabled if you do either of the following: Select Billing in Report At Select Cost in Report At and select Billing Currency in Report In
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, both the Print Overhead option and the Estimate Overhead option are disabled if you do either of the following: Select Billing in Report At Select Cost in Report At and select Billing Currency in Report In
Include Unposted Labor	Select this check box to include unposted timesheet information on the report. If you select this check box, the following timesheet data is included: All timesheet data in unposted transaction entry files. All timesheets that are in progress or submitted, but not posted. Extensions for cost and billing rates are used to calculate unposted labor amounts when timesheets are saved. If you select this option and also select Current in Activity Period on the Activity tab, unposted labor is included whether or not the labor activity occurred in the current accounting period.
Single Line Summary	Select this check box to display a one-line summary for each work breakdown structure level. If you include both overhead and direct expenses, the single-line summary includes labor, overhead, direct expenses, and reimbursable expenses. If you do not include overhead or direct expenses, the single-line summary includes labor and reimbursable expenses. If you select this option, you cannot drill down to the supporting detail.
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.
Show 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.
Print Final Totals	Select this check box to display totals for amount columns for the report as a whole. If you also select the Break Out Final Totals, the final totals are displayed in separate lines for labor, overhead, and each type of expense.
Break Out Final Totals	Select this check box to display the final totals in separate lines for labor, overhead, and each type of expense. If you do not select this check box, the report displays the final totals in a single line.
Report At	Select one of the following rate options: Billing: Select this option to display monetary amounts at billing rates. This option is only available if the Enable Reporting at Billing Rates option is selected in Labor Options Settings. Cost: Select this option to display monetary amounts at cost rates. This option is only available if the Enable Reporting at Burdened Rates option is not selected in Labor Options Settings. 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 Labor Options Settings.
Report In	If Report At is Cost, indicate the currency type in which to display monetary amounts: 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. If Report At is Billing, select the type of currency in which to display monetary amounts: Billing Currency: The currency is based on the setting for the Use Billing Currency not Project Currency option Settings > Accounting > Labor Options. 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. If you select Presentation Currency, you cannot drill down to the Project Progress report because that report does not have the option to use a presentation currency.
Presentation Currency	If you select presentation currency for one of the Report In options, use this option to select the currency in which monetary amounts display. The list includes all currencies enabled for use by your enterprise. DPS presents all amounts on the report in the currency that you specify, even though projects might not share a common project currency, billing currency, or functional currency. DPS uses the date that you specify in Exchange Rate as Of to determine the exchange rates for calculating the amounts.
Exchange Rate as Of	If you use the Presentation Currency option to specify a currency type, use this option to specify the date that DPS uses to determine the exchange rates used to calculate the presentation currency amounts from the project currency amounts.

Drill Down Settings

Field	Description
Labor Detail Sort	Specify how detail lines are sorted in drill-down reports: Employee Name: Sorts alphabetically by employee last name. Employee Number: Sorts by employee number. Transaction Date: Sorts by the posting dates of the transactions.
Labor Detail Content	Specify how hours and amounts display in drill-down reports: Hours and Amounts: The report displays hours and cost amounts for all detail and total lines. Hours Only: The report displays hours only. Hours and Totals: The report displays hours for all detail and total lines. It also displays cost amounts, but only on the final totals line. Hours and SubTotals: The report displays hours for all detail and total lines. It also displays cost amounts, but only on subtotal lines and the final totals line.
Expense Detail Sort	Specify how detail lines in drill-down reports are sorted: Account Type, Account: Sorts by account type (Assets, Liabilities, and so on) and then by account number. The drill-down report displays subtotals by account number. Account Number: Sorts and displays subtotals by account number. Transaction Type: Sorts and displays subtotals by transaction type. Reference Number: Sorts and displays subtotals by the reference numbers associated with transactions. Transaction Date: Sorts and displays subtotals by the posting dates of transactions. Description: Sorts and displays subtotals by transaction description.

Contract Selection

Field	Description
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 (Settings > Advanced Accounting > System). Select this report option to exclude contracts that do not have the Include in Fees option selected.