Labor Resource Planned and Actuals Options Tab

Use the Options tab to limit the employees or resource categories included on the report.

Field Description
Format

Select the type of data that the report displays for each employee:

  • Hours
  • Cost Amount
  • Billing Amount

Your access to labor cost rates and amounts may be restricted by role security.

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.
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.
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.

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.

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.

Report Details

Field Description
Employees Select this option to include employees (named resources). To include only selected employees, use the Employee lookup.
Select Employees If you select the Employees check box to include employees on the report and you only want to include selected employees, select them in this field. If you do not select employees, the report includes all employees, unless they are excluded by other report options.
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.

Select Generic Resources If you select the Generic Resources check box to include generic resources on the report, and you only want to include selected generic resources, select them in this field. If you do not select generic resources, the report includes all generic resources, unless they are excluded by other report options.
Tasks with No Resources Assigned Select this check box to include tasks that have no named resources or generic resource categories assigned.
For Grouping, Use Organization From Indicate if you want the report to use the employees' organizations or the projects' organizations. When you group the report by organization or by an organization level, Vantagepoint groups by the employee organizations or project organizations, based on your selection in this field.
Limit to Resources with this Skill To restrict the employees included on the report to those with a particular skill, select the skill in this field. The report only displays employees for whom the selected skill is listed on the Experience tab of the Employees hub.