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.

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.

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.

Labor Schedule Options

Use these options to indicate if you want to include Gantt charts for plans, and limit the tasks and resources included.

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
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: Saved Sequence: Resources are displayed in the order they are saved in the plan. 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.