Use the General tab to select report options for the Project Top-Bottom Performers report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Field | Description |
|---|
| Order
|
Select
Top or
Bottom to indicate whether you want the report to display top performers or bottom performers. Then enter the number of records.
Example: To show the top ten performers, select
Top and enter
10.
|
Format
| Field | Description |
|---|
| Dashpart
|
Select this option to generate this report as a dashpart on your Dashboard.
|
| Report
|
Select this option to generate this report as a report.
|
| Field | Description |
|---|
| Performer
|
Select the type of performer for which you want to generate the report.
|
| By Metric
|
Select the metric by which you want to rank performance. Columns that you add for calculated fields are not available for selection in this field.
|
| Include Overhead
|
Select this check box to include overhead in all pertinent calculations (profit amounts and spent amounts, for example).
|
| Estimate Overhead
|
If you want to generate a report showing overhead, but you have not allocated overhead for the current period, select this option to have
DPS use an estimated overhead amount. This option is only available if you first select
Include Overhead.
|
| Exclude Performers with negative Metric calculation
|
Select this check box to omit performers for which the selected metric has a negative value.
|
| Exclude Performers with zero Metric calculation
|
Select this check box to omit performers for which the value of the selected metric is zero.
|
| Print Final Totals
|
Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
|
| Use Summary Table
|
Select this check box to generate the Project Top-Bottom Performers report from a summary table that you update periodically using the Refresh Project Summary Table utility. Doing so helps generate the report more quickly.
Use Summary Table is disabled until you run the Refresh Project Summary Table utility the first time. Thereafter, the check box label includes the date on which the utility was last run (for example,
Use Summary Table (Updated: 4/5/18 12:09PM) )
|
| Presentation Currency
|
Select the currency in which to display all monetary amounts.
DPS converts amounts to the presentation currency using the exchange rates that are effective on the date you specify in
Exchange Rate as of to do the conversions. With a few exceptions, cost amounts are converted to the presentation currency from the project currency amounts, and billing amounts are converted from the billing currency amounts.
If you do not use multiple companies, you can select only the currency that is enabled for your company. If you are using multiple companies, you select from a list of all currencies enabled for the companies in your enterprise.
|
| Exchange Rate as of
|
Specify the date used to determine the exchange rates for converting amounts to the presentation currency.
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