Project Planning Schedule Options Tab
Use the Options tab to indicate if you want to include Gantt charts for plans, and limit the tasks and resources included.
Field | Description |
---|---|
Maximum Task Level | Select the number of planning levels to include. Note that if both Resource Planning and Accounting are activated, you can select 1 to 3 WBS levels. If Resource Planning is activated but the Accounting module is not activated, you can select up to 17 planning levels. (Note that if the maximum plan level selected is greater than the levels a project has, this report will display only those levels down to the project's lowest level. For example, if you choose to see 17 levels but the project only has 5, the report will list all the levels down to level 5 only for the project, not through level 17.) |
Decimal Setting | Select the number of decimal digits to display for amounts.
If you select the Labor option at the top of the Schedule group box, select one of the following:
If you select the Compensation option at the top of the Schedule group box, select one of the following:
|
Column Width | Enter the width of the data columns in inches or millimeters, based on which one you selected in the Unit of Measure field on the Layout tab. |
Start Date |
Select the starting date for the data on the report:
|
Scale |
Select one of the following period scales for the hours or amounts on the report:
|
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. |
Rollup Options
Field | Description |
---|---|
Project Number Rollup Options | Use this option to summarize 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 Base Rollup slider box displays the number of characters in your project numbers. For example, if you use a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
To roll up project numbers, 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. |
Labor Schedule Options
Field | Description |
---|---|
Show Gantt Chart | Select this check box to display a Gantt chart for each plan. |
Only Include Tasks with Planned Values | If you select this check box, the report includes only those tasks that have one or more of the following
This option is only available if you select the Show Gantt Chart option. |
Include Detail Planned Hours | Select this check box to display the planned hours in detail lines.
If you do not select this option, the report only displays the Gantt chart for each plan schedule. |
Only Include Resources with Planned Values | If you select Include Detail Planned Hours, select this check box to include only those resources that have planned labor hours. |
Sort Labor Resource by | Select one of the following sort options for named resources and generic resources:
|