Unbilled Detail and Aging Report Options Tab
The Options tab gives you additional control over the data displayed on the Unbilled Detail and Aging report.
Detail Options
Field | Description |
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Single Line Summary | Select this check box to display a one-line summary for each project, phase, and task. |
Billable transactions | Select this check box to include transactions with a status of Billable. |
Held transactions | Select this check box to include transactions with a status of Held. |
Transactions to be Written Off | Select this check box to include transactions with a status of Write off. |
Transactions to be Deleted | Select this check box to include transactions with a status of Deleted. |
Non-billable transactions |
Select this check box to include transactions with a status of Non-billable.
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Show Timesheet Comments | Select this check box if you want timesheet comments included in the report. |
Bill Through Date | Specify a cutoff date for transactions to be included in the report from the following options:
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Bill Through Date | Specify a cutoff date for transactions to be included in the report from the following options:
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Bill Through Period | If you enter a specific date in
Bill Through Date, the period that you specify in
Bill Through Period must be consistent with that date. Specify a cutoff period for transactions to be included in the report from the following options:
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Aging Date |
Select one of the following to indicate the date used to calculate the age of vouchers or to calculate the number of days until payment for vouchers:
You can specify up to four age ranges (for example, 0-30 days, 31-60 days, 61-90 days, over 90 days). The report includes a column for each range. Each column displays the amounts for vouchers with an age in that range. |
Show Employee Totals | Select this check box if you want the report to show total hours and amounts for each employee. |
Use Reporting Default Terms |
If you select this check box, the report uses default billing terms when no labor or expense billing terms are defined for a project. If you have projects that have only fee terms, you can use this option to the see the labor and expense at a billing value. Vantagepoint determines default terms for a project as follows:
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Show Project/Phase/Task Info |
Select this check box to include the following additional information for each project, phase, and task:
If you select this check box, you can also include job-to-date billed amounts. |
Reporting Amounts
Field | Description |
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Final Totals and Aging Report Basis | Select one of the following:
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Rollup Options
Field | Description |
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Project Number Rollup Options | Use this option to summarize 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 Base Rollup slider box displays the number of characters in your project numbers. For example, if you use a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
To roll up project numbers, 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. |
Display Data As | If you set a project base rollup, use this field to select how you want
Vantagepoint to display the project data from the following:
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Phase Base Rollup | Use this option to summarize report information for phases that use a standard numbering system. The
Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if you use a 7-digit phase number, the slider box displays
1234567. A phase number can also include one delimiter (for example, 12345.12).
You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project. To display only phases and tasks, use the Project Base Rollup slider to cover the project number completely. To roll up phase numbers, 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. |
Task Base Rollup | Use this option to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks. The
Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if you use a 3-digit task number, the slider box displays
123.
This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number. To show only tasks, use the Project Base Rollup and Phase Base Rollup sliders to cover the project number and phase number completely. To roll up task numbers, 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. |