Project Detail Options Tab

Use the Detail, Labor, and Expense options to select which items appear on the report. Use the time frame options to select a report format and time frame for the report. Use rollup options to summarize all projects in the report based on part of the project, phase, or task number.

Detail Options

Field	Description
Include Project Info	Select this option to include, for each project on the report, data from the project record.
Include Project Memo	Includes notes specified for the project record, as entered in the Memo field on the General tab of the Projects form.
Include User Defined Fields	If you select this option, up to 15 user-defined fields appear in the project information section of the report. Non-memo fields print first, in columns, followed by memo fields (which take the entire width of the report).
Display Posting Sequence	Select this check box to display each the transaction's posting sequence number that is assigned during the posting process. Vantagepoint assigns 1 to the first group of transactions posted during an accounting period, 2 to the second group, and so on. To see a numbered list of all of the postings for the current accounting period, click Reporting > Posting Review Report on the Navigation menu.
Select by Billing Status	To select transactions for the report based on billing status, use the Billing Status Lookup dialog box to select one or more of the following statuses: B: Billable: The transaction is released and available for billing to the client. D: To Be Deleted: The transaction is marked for deletion. F: Final Billed: The transaction has been billed to the client. H: Held: The transaction is being held temporarily to prevent billing to the client. M: Modified: The transaction has been modified in some way from its original form. N: Not Billable: The transaction is not billable. O: Deleted: The transaction was marked for deletion, included in a billing run, and deleted. R: Partial Hold/Released: Part of the transaction has been held or released. T: Transferred: The transaction was moved from one project, phase, or task to another. W: To Be Written Off: The transaction has been written off, but the invoice has not been posted. X: Written Off: The transaction has been written off, and the invoice has been posted. This option is available only if you use Billing.
Display Billing Status	Select this check box to display the billing status for each transaction. This option is available only if you use Billing.

Labor Options

Field	Description
Include Labor	Select this check box if you want the report to display labor information. Other options become available in the Labor group box.
Labor Detail	Select one of the following settings to indicate the level of labor detail: Full Detail: The report displays a detail row for each labor transaction. Employee: The report summarizes labor detail by employee. Employee and Period: The report summarizes labor detail by accounting period for each employee.
Display Labor Amounts	Select this check box to display both hours and amounts. Clear this check box to display only hours.
Display Labor Comments	Select this check box to include the timesheet comments entered through Time & Expense or through Timesheet Transaction Entry. The expanded text content will appear when this option is selected. This option is available only if you select Full Detail in Labor Detail.
Include Unposted Labor	Select this option to include hours from unposted timesheets: Unposted timesheet transaction entry files Timesheets that are in progress or submitted, but not posted Vantagepoint uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved. This option is not available if the Resource Planning module is activated, but the Accounting module is not activated. It is assumed that you are only importing posted actual values.
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.
Subtotal by Employee	Select this check box to display subtotals by employee.
Sort By	Select one of the following options for sorting labor detail: Labor Code: The report displays labor detail by labor code. For each labor code, the report sorts information by employee number. Employee: The report sorts labor detail by employee number.
Labor Code Levels to Display	Select the labor code levels to include on the report. If you do not select all of the available levels, the report summarizes the data at the lowest level you select.

Expense Options

Field	Description
Include Expenses	Select this check box if you want the report to display expense information. Other options become available in the Expense group box.
Display Reimbursable Expenses	Select this check box to display reimbursable expenses.
Display Direct Expenses	Select this check box to display direct expenses.
Display Indirect Expenses	Select this check box to display indirect expenses.
Display Reimbursable Consultant Expenses	Select this check box to display reimbursable consultant expenses.
Display Direct Consultant Expenses	Select this check box to display direct consultant expenses.
Consultant Breakout	Select this check box to display consultant expenses separately from other expenses: If you select this option, the report displays the consultant expenses as a separate group with a separate total under direct and reimbursable expenses. If you do not select this option, direct consultant accounts are included in the Direct Expense category, and reimbursable consultants are included in the Reimbursable Expense category.
Display Vendor's Invoice and Date	Select this check box to display vendor invoice numbers and invoice dates for expense transactions. This option is only available if you set Expense Detail toCurrent Transactions or JTD Transactions.
Include Committed Purchase Orders	Select this check box to include as expenses any amounts committed to approved purchase orders. If you include committed expenses, you can see major upcoming costs that affect a project’s bottom line. If you also select the Committed Purchase Order Expense column on the Columns tab, the portion of the expenses for an account that is committed purchase order expenses is displayed in a separate column as well as included in other expense amounts for the account. If you select this option and also select Current in Activity Period on the Activity tab, committed purchase order expenses are included whether or not the expense activity occurred in the current accounting period.

Time Frame Options

Field	Description
Report Format	Select one of the following report formats: Specific Labor Posting: Select this option to generate the report for specific labor posting runs. When you select this option, the Labor Posting Logs grid displays, listing all timesheet, labor adjustment, and billing labor transfer posting runs for the current period. Use this grid to select the posting runs for which you want to generate the report. If you save the report options, the labor posting run selections are not saved. Time Frame Options: Select this option to generate the report for a specific time frame. When you select this option, the Time Frame field displays so you can select the time frame you want.
Labor Posting Runs Grid	This grid displays all timesheet, labor adjustment, and billing labor transfer posting runs for the current period. Use this grid to select the posting runs for which you want to generate the report. Note that if you save the report options, the labor posting run selections are not saved. This grid is only available if you select Specific Labor Posting in Report Format.
Time Frame	Use these options to specify the time frame for data included on the report. Current Period: The report shows data for the active accounting period. Year-to-Date: The report shows data for the current fiscal year through the active accounting period. Job-to-Date: The report shows data from the beginning of the project through the active accounting period. Date Range: The report shows data for a date range that you specify. Vantagepoint examines transactions within the specified date range, regardless of the period in which the transactions were posted or the dates of the current active period. Enter the start and end dates, or click the calendar icons to select the dates. 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 options: Cost: Select this option to include non-billable transactions in the report. 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 Cost in	Select the type of currency in which cost amounts display: Project Currency Project's Functional Currency Billing Currency is only available if Use Billing (Not Project Currency) in Reporting is set to Yes inSettings > Accounting > Labor Options.
Report Billing in	Select the type of currency in which billing amounts display: Billing Currency: The currency is based on the setting for theUse Billing (Project Currency) for Reporting option in Settings > Accounting > Labor Options. When that option is set to Yes, the monetary amounts are displayed in the project's billing currency. When that option is set to No, the amounts are displayed in the project currency.

Financial Analysis

Field

Description

Include Financial Analysis

Select this check box to print financial analysis information for each work breakdown structure (WBS) level for the current period, the year to date, and the job to date. The information is similar to data available on the Office Earnings Report. The values in the Spent column in the Financial Analysis sections are affected by the following options on the Labor & Expense tab: Include Committed Purchase Order Expense, Print Unposted Labor, and Print Reimbursable Consultant Expenses.

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.