Unbilled Summary Report Options Tab
The Options tab gives you additional control over the data displayed on the Unbilled Summary report.
Detail Options
This section applies to specific information about the selected report.
Field | Description |
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Include | Select one or more of these options to specify the information to include on the report. |
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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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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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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Print 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. |
Report Cost in | If you use multiple currencies, select the currency type for cost amounts. |
Reporting Amounts
This section is only available if you are using multiple currencies. Use the options in this section to specify how the report displays the currency and exchange rate information related to an employee's project.
Field | Description |
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Report At |
Select one of the following options:
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Rollup Options
Use the Rollup Options to specify how to summarize all projects in the report based on part of the project number. For example, if you have related projects that have the same first 5 characters but 2 characters that are different at the end, you can slide the right arrow two places to the left to summarize information by the first 5 characters. The report displays a group header at the beginning of each group of projects and then lists each project in full detail. After the last project in the group, the report displays a group total. If there are associated phases and tasks, you can drag the slider for each level of the project to specify how to summarize those levels as well.
Field | Description |
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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).
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. |
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 Number Rollup Options |
Use this option to summarize report information at the phase level for phases that use a standard numbering system. This option is only available if you use phases. The Phase Number 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 (such as 12345.12). You can roll up the phase number 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 Number Rollup slider (box) to cover the project number completely. 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. |
Task Number Rollup Options |
Use this option to summarize report 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 number 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 display only tasks, use the Project Number Rollup and Phase Number Rollup sliders to cover the project number and phase number completely. 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. |