Project Earnings Options Tab

Use this tab to specify a variety of options that you want to use for this report.

Detail Options

Field	Description
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.
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.
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.
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).
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.
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.

Time Frame Options

Field

Description

Period Range (For Use with Custom Columns)

Use these fields to specify a range of periods to be used by the custom columns that you select on the Columns & Groups tab. This range of periods will only apply to data in the custom columns. If you do not specify a range, Vantagepoint defaults to the current period for custom columns. In addition, you can filter the report to only include projects, phases, or tasks with activity in the period range. To do that, select Period Range in Find Activity in This Time Frame, which is located on this tab under Activity Basis.

Reporting Amounts

Field	Description
Report Cost in	Select the type of currency in which cost amounts display: Project Currency Billing Currency Functional Currency Presentation Currency: Use the Presentation Currency and Exchange Rate as of options to specify the currency and the date to use in calculating exchange rates. 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 the Use 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. Presentation Currency: Use a single currency to display all monetary amounts. Use the Presentation Currency and Exchange Rate as of fields to specify the currency and the date to use to determine exchange rates.
Report AR & Fee in	Select the type of currency in which AR & Fees amounts display: 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 are displayed in the project's billing currency. When that option is not selected, the amounts are displayed in the project currency. Presentation Currency: Use a single currency to display all monetary amounts. Use the Presentation Currency and Exchange Rate as of fields to specify the currency and the date to use to determine exchange rates.

Activity Basis

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.

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
Display Budget Balance when No Budget	Select this check box to display the difference between the budget and project-to-date billing or cost amounts even if there is no budgeted amount. The result is a negative amount unless the project-to-date amount is also zero or is a negative amount.

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.