Project Planning Performance Options Tab
Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, consultant expenses, and units on the Project Planning Performance report.
Some options are unavailable if the Resource Planning application is activated, but the Accounting module is not activated.
Field | Description |
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Maximum Task Level |
Select the number of planning levels to include. The available number depends on the number of activated work breakdown structure (WBS) levels. If all are activated, you can select 1 to 3 levels. If you set Maximum Task Level to 2 and a project is using WBS 1-3, the report will include information for WBS 1-2, but not for WBS 3. If you set Maximum Task Level to 3 and a project is using WBS 1-3, the report will include information for WBS 1-3. |
Decimal Setting | Select the number of decimal digits to display for amounts:
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Column Width |
Enter the width for the data columns in inches or millimeters, based on which one you selected in the Unit of Measure field on the Layout tab. Enter inches and millimeters with decimals. For example, enter one and a half inches as 1.5. |
Start Date |
Select the start date for the data on the report:
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Scale |
Select one of the following period scales for the hours or amounts on the report:
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Duration | Select the number of reporting periods to display. The related Scale option determines the type of period. For example, if the scale is monthly and you enter 6 here, the report displays data for six monthly periods. |
Job-to-Date | Job-to-date amounts are the actual costs or hours incurred on or before the date that you specify in this field. For example, if you select
Today's Date, the job-to-date cost amount is the sum of all actual cost amounts dated today or earlier. Select one of the following options to specify the date used to calculate the job-to-date amounts:
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Rollup Options
Field | Description |
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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. |
Report Inclusions
Include
Field | Description |
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Unposted Labor | Select this check box to include hours from unposted timesheets.
Vantagepoint includes hours from the following:
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. |
Committed PO Expenses |
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. 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. |
Budgeted Employees |
Select this option to include employees (named resources) who are budgeted in plans. Budgeted employees for a plan include not only employees with planned hours and amounts but also any employees who were not explicitly assigned to the plan but for whom job-to-date (JTD) actual charges exist for planned work breakdown structure (WBS) elements. |
Generic Resources |
Select this option to include generic resource categories (such as architect or geologist). Generic resources can be based on either labor codes or labor categories. When you select this option, but the Budgeted Employees option is not selected, the Project Planning Performance report groups together generic resources with similar labor categories or labor codes based on the generic method of the plan. The labor category or labor code description displays instead of the generic resource name. If different generic resources exist, an asterisk displays after the labor category or labor code description. |
Vendor Name on Expense Assignments | Select this option to display the names of vendors associated with planned expenses. |
Consultant Name on Consultant Assignments | Select this option to display consultant names. |
Show Detail For
Field | Description |
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Labor | Select this check box to display labor detail. |
Sort Labor Resource By | If you select
Labor, select one of the following sort options for named resources and generic resources:
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Other Direct Expenses | Select this check box to display detail for other direct expenses. |
Other Reimbursable Expenses | Select this check box to display detail for other reimbursable expenses. |
Direct Consultants | Select this check box to display detail for direct consultant expenses. |
Reimbursable Consultants | Select this check box to display detail for reimbursable consultant expenses. |
Show
Field | Description |
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Gantt Chart | Select this check box to display a Gantt chart (bar chart) on the report. |
Only Include Tasks with Planned Values |
This option is only available if you select the Gantt Chart option. If you select this check box, the report includes only those tasks that have one or more of the following:
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When Cost and Billing are Planned, Use: | You can budget a plan at both cost rates and billing rates. Select the type of rates to use to calculate amounts on the report. |