Deltek Vantagepoint Help

Using the Help Search
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Profit Planning Monitor Columns & Groups Tab

Use the Columns & Groups tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

If you select a user-defined column for this report, the report does not display subtotals for that column.

Account Type Labels

Vantagepoint provides default labels for the types of accounts (revenue, reimbursable expenses, and so on) that are included on the Profit Planning Monitor. Use this section to specify different labels. In addition to specifying labels, you can use the following fields to set up the appearance of the labels:
Field Description
Revenue Specify the label of revenue for the account type.
Reimbursable Specify the label of reimbursable amount for the account type.
Subtotal Label (Revenue) Specify the label of the total revenue and reimbursable amount for the account type.
Direct TBD
Subtotal Label (Direct) TBD
Indirect TBD
First Subtotal Label Specify the label of the total operating expenses for the account type.
Second Subtotal Label Specify the label of the total number of operating profit or loss incurred for the account type.
Other Charges Specify the label of the other billed charges that are not assigned to any account type.
Subtotal Label (Other Charges) Specify the label of the total number of profit or loss incurred for the account type.
Box Type Select one of the following label box types: None, Line, or Inside Frame Border.
Color Select the background color of the label box. This color is used when you display the report on your screen or print it on a color printer.
Align Specify how text will be aligned in the boxes: Left, Center, or Right.

Columns

Use the Columns section to add, sort, or delete columns that you want to include in the report. The columns that are available for this grid can include standard fields, user-defined fields, grid columns and user-defined calculations that can vary based on the type of report you selected. Many reports can only include information from one grid. To change the available grid columns, use the Grid Type option in the Grouping and Sorting section.

See Columns for Profit Planning Monitor Report for a detailed list of the columns that are available for this report.

Field Description
Name This grid column displays the column name.

The column name is not the column heading for the report. Heading (described below) displays the default column heading.

Heading Enter the heading that is displayed on the report for the column. If you enter a heading that is longer than the space for the heading, you might need to adjust the column width in Width. Headings automatically wrap to 2 lines if they do not fit in the width of the column.
Period Start TBD
Period End TBD
Field Description
Width Enter the width of the column in either inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab.

If you select inches, enter fractions using decimals (for example 1.00, 1.5, and so on).

By default, Vantagepoint provides column widths suitable for the default heading text in Heading. If you enter a longer heading, you can adjust the column width.

Format For date, currency, number columns, and memo columns, this field displays the format in which the report presents the column value. To change the format, click in the Format column and select the format that you want to change.
Alignment Specify how you want the data aligned in the column: left justified, centered, or right justified.
Type This grid column displays the type of column:
  • Standard: Standard Vantagepoint columns are the predefined columns provided with the application.
  • User Defined: User-defined columns are those that you specify.
  • Calculated: Calculated field columns are created in Calculated Fields Settings (Settings > General > Calculated Fields).
Line 2 Actual Heading TBD
Line 2 Budget Heading TBD
Field Description
Reorder Row To reorder groups, click at the beginning of a row and drag the row to a different place on the grid.
Delete To delete a row from the grid, click at the end of the row.
+ Manage Columns Click this link to open the Select Columns dialog box to add or remove columns from the grid. See the Select Columns dialog box help topic for detailed information.
+ New Calculation Click this link to open the Calculated Fields dialog box to create a new calculated field for the report. See the Calculated Fields dialog box help topic for detailed information.

Group Options

Field Description
Indent First Column To indent the first column on the report, enter the size of the indent in this field. Use the corresponding Unit of Measure option on the Layout tab to specify inches or millimeters as the unit of measure for the indent.
Indent for Each Group To indent each group on the report, enter the size of the indent in this field. Use the corresponding Unit of Measure option on the Layout tab to specify inches or millimeters as the unit of measure for the indent.
Hide Document Map A document map is an outline of the structure of a report, based on the sorting and grouping criteria that you set up for the report. A document map contains a link for each sorting and grouping value.

This option is selected by default, which hides the document map (outline) from the report. To show the document map on the report, clear the check box.

If you export the report to Excel, this option controls whether or not the outline is also exported.