Project Summary Options Tab

Use the Detail, Labor, and Expense options to decide which options appear on the report. Use the Budget Details to select a budget source.

Detail Options

This section applies to specific information about the selected report. For example, the Project Summary report's Detail Options section includes single line summary and contract status options, while the Labor Summary report's Detail Options section includes drill-down and sorting and unposted labor options.

Field	Description
Single Line Summary	Select this check box to display a one-line summary for each project, phase, and task.
Break Out Final Totals Section	Select this check box to display the final totals in separate lines for labor, overhead, and each type of expense. If you do not select this check box, the report displays the final totals in a single line.
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).

Labor Options

Use the Labor options to define whether or not unposted labor, overhead, and estimated overhead amounts are included. You can also specify the labor detail content and the drill-down level that is included.

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 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.
Labor Detail Content	Specify how hours and amounts display in drill-down reports: Hours and Amounts: The report displays hours and cost amounts for all detail and total lines. Hours Only: The report displays hours only. Hours and Totals: The report displays hours for all detail and total lines. It also displays cost amounts, but only on the final totals line. Hours and SubTotals: The report displays hours for all detail and total lines. It also displays cost amounts, but only on subtotal lines and the final totals line.
Labor Detail Drill Down Sort	Specify how detail lines are sorted in drill-down reports: Employee Name: Sorts alphabetically by employee last name. Employee Number: Sorts by employee number. Transaction Date: Sorts by the posting dates of the transactions.

Expense Options

Use the Expense options to limit the expenses included on the report.

Field	Description
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.
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.
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.

Budget Details

If you are using Project Planning, use the Budget Details to select the source of the project budget data, the calculation dates, and if the budget balance is included on the report.

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.

Reporting Amounts

This section is only available if you are using multiple currencies. Use the options in this section to specify how the report displays the currency and exchange rate information related to an employee's project.

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. 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 In	Select the currency in which to display amounts on the report: Billing currency Project currency Project's functional currency Presentation currency

Report Activity Options

Use the Report Activity options to define how to report activity against the project. You can select to include a specific project level (project, phase, or task) that has transactions posted against it during a specific time frame.

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

Rollup Options

Use the Rollup Options to specify how to summarize all projects in the report based on part of the project number. For example, if you have related projects that have the same first 5 characters but 2 characters that are different at the end, you can slide the right arrow two places to the left to summarize information by the first 5 characters. The report displays a group header at the beginning of each group of projects and then lists each project in full detail. After the last project in the group, the report displays a group total. If there are associated phases and tasks, you can drag the slider for each level of the project to specify how to summarize those levels as well.

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.