General Tab of the Options Dialog Box

Use the General tab to select the budget source and select the actuals rate for project information.

Contents

Field	Description
Budget Source	If your enterprise has activated the Resource Planning module, you can select the source of budgeted amounts: Budget Worksheet: The source is the budget worksheet in the Accounting application. Project Planning: The source is the current published plan in the Projects hub.
Identify Projects that have Unpublished Changes	Select this option to identify any project that has a plan with unpublished changes. When this criteria is met, a Caution indicator displays next to the project number in the Project Review context area to alert you that there may be more current data.
Basis for Planning Calculations	Use this option to set the date for calculating estimate-to-complete (ETC) amounts when you select project plans as the budget source. The ETC calculations include job-to-date actual amounts through the selected date and planned amounts for dates after that date. Select one of the following settings: Today's Date: The date is set to the current date. Period End Date: The date is based on the last day of your enterprise's current accounting period. Specific Date: You enter or select the date here.
Show Cost Analysis	Select the rate used to calculate the actuals displayed on the Project Review form: At Cost or At Burden.
Estimate Overhead	If this field is selected, overhead is estimated according to the settings in Overhead Configuration, for the period in which overhead allocation has not yet been run.
Include Unposted Time	Select this option to include hours from timesheets that have not yet been posted.
Exclude Reimbursable Expenses	Select this option to exclude reimbursable expenses from the Project Review form.
Exclude Reimbursable Consultant Expenses	Select this option to exclude reimbursable consultant expenses from the Project Review form.
Exclude Direct Expenses	Select this option to exclude direct expenses from the Project Review form.
Exclude Direct Consultant Expenses	Select this option to exclude direct consultant expenses from the Project Review form.