Office Earnings Options Tab

Use the Time Frame options to set a time frame for the report. Use the Detail and Budget options to choose which options appear on the report.

Time Frame Options

Field

Description

Choose Time Frames in Report to Show as Rows

Use these options to specify the time frames for data included on the report. Current Period: The report shows data for the accounting period that is currently open. Year-to-Date: The report shows data for the current year. If the data is available in Vantagepoint, it also shows data for the preceding two years so you can compare amounts. Job-to-Date: The report shows data from the beginning of the project through the current accounting period. Period Range: The report shows data for a range of accounting periods that you specify.

Reporting Amounts

Field	Description
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. If you use multiple currencies, your selection for this option determines the type of currency used on the report: If you set Report At to Cost or Burden, amounts are displayed in the project currency. If you set Report at to Billing, the currency is based on the Use Billing Currency not Project Currency option in Labor Options Settings: When this option is selected, the amounts display in the project's billing currency. When this option is not selected, the amounts display in the project currency.
Report In	If you set the Report At option to Cost, specify one of the following currency types for displaying amounts on the report: Project Currency: Choose this option to use the currency specified in Project Currency on the Overview tab of the Projects form in the Projects hub. Billing Currency: Choose this option to use the currency specified in Billing Currency on the Overview tab of the Projects form in the Projects hub. Project's Functional Currency Presentation Currency: Use the related Presentation Currency and Exchange Rate as Of options to specify the currency and the date to use in calculating exchange rates. If you set the Report At option to Billing, specify one of the following currency types for displaying amounts on the report: Billing Currency: The currency is based on the setting for the Use Billing Currency not Project Currency option in Labor Options Settings. When that option is selected, the monetary amounts display in the project's billing currency. When that option is not selected, the amounts display in the project currency. Presentation Currency: Choose this option to use a single currency for all amounts. Use the related Presentation Currency and Exchange Rate as Of fields to specify the currency and the date to use to determine exchange rates.

Detail Options

Field	Description
Include Unposted Timesheet Labor in Labor Calculations	Select this check box to include unposted timesheet information on the report. If you select this check box, Vantagepoint includes the following timesheet data: All timesheet data in unposted transaction entry files. All timesheets that are in progress or submitted, but not posted. The report displays the code u next to unposted time. Vantagepoint uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
Include Committed PO Expenses in Expense Calculations	Select this option to include as an expense any amounts committed to approved purchase orders. If you include committed expenses, you can see major upcoming costs that will affect a project’s bottom line. If you select this option and also select Current in Activity Period on the Activity tab, Vantagepoint includes committed PO expenses whether or not the expense activity occurred in the current accounting period.
Include Overhead	Select this check box to include overhead amounts. This option is only available if you select Cost in Report At.
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. This option is only available if you select Cost in Report At.
Use Summary Table (Refresh Under Utilities > Updates)	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. Select this option to minimize the time it takes to generate the report.
Labor Drill Down Sorting	Specify how labor detail lines are sorted in drill-down reports: Employee Name: Sort alphabetically by employee last name. Employee Number: Sort by employee number. Transaction Date: Sort by the posting dates of the transactions.
Expense Drill Down Sorting	Specify how expense detail lines are sorted in drill-down reports: Account Type, Account: Sort by account type (Assets, Liabilities, and so on) and then by account number. The drill-down report displays subtotals by account number. Account Number: Sort and display subtotals by account number. Transaction Type: Sort and display subtotals by transaction type. Reference Number: Sort and display subtotals by the reference numbers associated with transactions. Transaction Date: Sort and display subtotals by the posting dates of transactions. Description: Sort and display subtotals by transaction description.
Contract 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 Internal Review, Sent to Client, Negotiation, Legal Review, Signed & Executed, or Lost/No Deal.
Contract 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	Select this check box to exclude contracts for which Include in Fees is not selected on the Contract tab of the Contract Management form (Hubs > Projects > Contract Management). This report option is only available if the Synchronize Contract Values to Project Compensation option is selected on the General tab of the Contract Management settings form (Settings > Project > Contract Management).

Budget Details

Field	Description
Budget Source	Select one of the following settings as the source of the budget data for the report: Project Budgeting Project Planning Budget Project Baseline Budget

Report Activity Options

Field	Description
Report Records with Activity in the Following Area	Select the areas in which you want to report activity: Project Phase Task
Define Activity	Select the type of activity that you want to include on the report: Labor, Expense, Cash Receipts, and Invoices Labor and Expense Transactions Only
Find Activity in this Time Frame	Select the time frame for which you want to include activity: Current Year-to-date Job-to-date Period Range If you select Period Range, the report uses the range of accounting periods that you specified under Time Frame Options.

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). 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, 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: 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. Summary on Base Number: Select this option to display totals for each group, but no project detail.
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.