Budget Worksheet Options Tab
Use time frame options to specify whether amounts are displayed using cost, billing, or burden rates. Use rollup options to summarize all projects in the report based on part of the project, phase, or task number.
Time Frame Options
Field | Description |
---|---|
Report At |
Select one of the following rate options:
If you use multiple currencies, your selection for this option determines the type of currency used on the report:
|
Rollup Options
Field | Description |
---|---|
Project Number Rollup Options |
Use this option to summarize report 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 Number Rollup slider box displays the number of characters in your (firm's) project numbers. For example, if you use a 10-digit project number, the slider box displays
123456790. A project number can also include up to two delimiters (such as, 12-345.67890).
To roll up, 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. |
Display Data As | If you set a project number rollup, use this option to select how you want to display the project data:
|
Phase Number Rollup Options |
Use this option to summarize report information at the phase level for phases that use a standard numbering system. This option is only available if you use phases. The Phase Number 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 (such as 12345.12). You can roll up the phase number 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 Number Rollup slider (box) to cover the project number completely. To roll up, 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 Number Rollup Options |
Use this option to summarize report 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 number 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 display only tasks, use the Project Number Rollup and Phase Number Rollup sliders to cover the project number and phase number completely. To roll up, 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. |