Labor Summary Options Tab
Use rollup options to summarize all projects in the report based on part of the project, phase, or task number. Use reporting amounts to specify the currency for the report.
Detail Options
This section applies to specific information about the selected report.
Field | Description |
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Drill Down Sorting | Use this option to specify how expense detail lines are sorted in drill-down reports:
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Drill Down Type | Select one of the following options to specify how the report displays hours and amounts on the drill-down report: |
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Include Unposted Labor |
Select this option to include hours from unposted timesheets:
Vantagepoint uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved. |
Budget Details
If you are using Project Planning, use the Budget Details to select the source of the project budget data, the calculation dates, and if the budget balance is included on the report.
Field | Description |
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Budget Source | Select one of the following settings as the source of the budget data for the report:
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Choose Dates for Planning Calculations | This option is available when you set the
Budget Source option to
Project Planning Budget or
Project Baseline Budget.
To assign a date to be used in calculating estimate-to-complete (ETC) values, select one of the following options: |
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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 rate options:
For more information about your access to either Cost or Burden rates and amounts, see Contents of the Labor Options Form. |
Report In | If you set the
Report At option to
Cost, the following currency options are available in the
Report In drop-down list:
If you set the Report At option to Billing, then select one of these currency available options in the Report In drop-down list:
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Report Activity Options
Use options in this section to filter the report to only include the projects, phases, or tasks that have transaction activity in the timeframe specified.
Field | Description |
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Report Records with Activity in the Following Area | Use this option to the areas in which you want to report activity. Depending on your security role, you may have access to one or more of the following WBS levels:
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Define Activity | Select the type of activity that you want to include on the report:
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Find Activity in this Time Frame | Select the time frame for which you want to include activity:
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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 number rollup, use this option to select how you want to display the project data:
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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. |