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
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 and whether labor codes are activated. If all are activated, you can select 1 to 4 levels. If you set Maximum Task Level to 3 and a project is using WBS 1-3 and labor codes, the report will include information for WBS 1-3, but not for labor codes. If you set Maximum Task Level to 4 and a project is using WBS 1-3 and labor codes, the report will include information for WBS 1-3 and labor codes.
Decimal Setting	Select the number of decimal digits to display for amounts: No Decimal: The report displays numbers without decimal digits. 1 Digit: The report displays numbers with one digit to the right of the decimal point. 2 Digits: The report displays numbers with two digits to the right of the decimal point.
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: Today's Date: The report displays data starting with the current date. Specific Date: The report displays data starting with the date that you specify.
Scale	Select one of the following period scales for the hours or amounts on the report: Daily Weekly Bi-weekly: A two-week period. Semi-Monthly: One semi-monthly period runs from the first to the fifteenth of the month. The second semi-monthly period runs from the sixteenth to the end of the month. Monthly Quarterly Yearly Periods: The fiscal periods. The number of periods is determined by the report's selected Start Date and Duration. When you select a project, a warning message displays if there are gaps or overlapping dates for the existing fiscal periods included in the project's revenue forecast date range or if there are not enough established fiscal periods to support the project's revenue forecast date range. If there are gaps or overlaps, the revenue forecast periods are displayed using months. If there are missing fiscal periods, Vantagepoint automatically adjusts the column heading for those affected dates depending on the value set for the Periods Per Year field in Utilities > Period > Period Setup: If Periods Per Year is 12 or is not 13, any missing fiscal periods display in months. If Periods Per Year is 13, any missing fiscal periods display as 4 week (28 day) periods. If the first or last fiscal period dates do not coincide with their corresponding month start/end dates, partial periods display in those calendar columns.
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: Today's Date Period End Date: Vantagepoint uses the end date of the current accounting period. Specific Date: Specify the date.

Rollup Options

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.

Report Inclusions

Include

Field	Description
Unposted Labor	Select this check box to include hours from unposted timesheets. Vantagepoint includes hours from the following: 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.
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
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: Named Resource, Generic Resource: The report displays named resources (employees) in alphabetical order, and then it displays generic resources in alphabetical order. Generic Resource, Named Resource: The report displays generic resources in alphabetical order, and then it displays named resources (employees) in alphabetical order. All Resources by Name: The report displays all resources in a single alphabetical sequence.
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
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: Planned hours Planned expense cost Planned consultant cost
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.