Use the General tab to select report options for the Unposted Labor report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
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You can change the default report name.
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| Create Activity
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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.
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Options
| Field | Description |
|---|
| Print Comments
|
Select this check box to include timesheet comments. The expanded text content displays when this option is selected.
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| Consolidate Phases
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If you select this check box, transactions are grouped by project only. If you clear this check box, transactions are grouped by phase for each project.
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| Consolidate Tasks
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If you select this check box, transactions are grouped by phase for each project. If you clear this check box, transactions are grouped by phase for each project and by task for each phase.
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| Detail Sort
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Select one of the following to indicate how to sort detail rows:
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Employee Name: Sorts the rows alphabetically by the employee name.
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Employee Number: Sorts the rows in ascending order by the employee number.
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Labor Code: Sorts the rows first by labor code and then by employee number for each labor code.
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Transaction Date: Sorts the rows by transaction date.
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| Subtotals
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Select this check box to display subtotals for each employee, labor code, or transaction date. Your selection in
Detail Sort determines which subtotals display.
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Time and Expense Timesheets
| Field | Description |
|---|
| Through Period Ending
|
Select one of the following to indicate if you want to include timesheets on the report:
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None: The report does not include Time & Expense timesheets.
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All: The report includes all unposted Time & Expense timesheets.
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A timesheet period end date: The report includes unposted Time & Expense timesheets dated on or before the timesheet period end date that you select.
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| Select One or More Transaction Center Timesheet Files
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Select transaction entry timesheet files to include on the report.
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