Unbilled Summary Report Options Tab

The Options tab gives you additional control over the data displayed on the Unbilled Summary report.

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
Include	Select one or more of these options to specify the information to include on the report.
Billable transactions	Select this check box to include transactions with a status of Billable.
Held transactions	Select this check box to include transactions with a status of Held.
Transactions to be Written Off	Select this check box to include transactions with a status of Write off.
Transactions to be Deleted	Select this check box to include transactions with a status of Deleted.
Non-billable transactions	Select this check box to include transactions with a status of Non-billable. Non-billable transactions at billing rates display with a status of B and no amount. Non-billable transactions at cost rates display with a status of B and the transaction amount. Generate the report at cost rates to review the non-billable transactions for a project with their amounts.
Bill Through Date	Specify a cutoff date for transactions to be included in the report from the following options: Today's Date : The cutoff date is the date on which you generate the report. Accounting Period End Date: The cutoff date is the end date of the current accounting period (the one in which you generate the report). For example, if you generate the report on 5/11/2021, the cutoff date is 5/31/2021, the last day of the accounting period. Specific Date : You specify the cutoff date.
Bill Through Period	If you enter a specific date in Bill Through Date, the period that you specify in Bill Through Period must be consistent with that date. Specify a cutoff period for transactions to be included in the report from the following options: Current: The cutoff period is the current active period when you generate the report. For example, if you generate the report on 5/11/2021, the cutoff period is 05/2021. Period: You specify a cutoff period.
Use Reporting Default Terms	If you select this check box, the report uses default billing terms when no labor or expense billing terms are defined for a project. If you have projects that have only fee terms, you can use this option to the see the labor and expense at a billing value. Vantagepoint determines default terms for a project as follows: If default billing terms exist for the project on the Labor tab and Expenses/Units tab of the Billing Terms form, the report uses those billing terms. If no default billing terms exist for the project on the Labor tab or Expenses/Units tab of the Billing Terms form, the report uses the global default terms defined on the Reporting Default Terms form in Settings > Billing > Reporting Default Terms).
Print Project/Phase/Task Info	Select this check box to include the following additional information for each project, phase, and task: Compensation Revenue Type Principal Project Manager Client Number If you select this check box, you can also include job-to-date billed amounts.
Report Cost in	If you use multiple currencies, select the currency type for cost amounts.

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 options: Billing: Select this option to exclude non-billable transactions in the report. Cost: Select this option to include non-billable transactions in the report. If you use multiple currencies and you select Billing, the Report Cost In option is disabled and the report automatically uses the billing currency.

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 base rollup, use this field to select how you want Vantagepoint to display the project data from the following: 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.