Project Earnings Options Tab
Use this tab to specify a variety of options that you want to use for this report. Use reporting amounts to specify the currency for the report.
Detail Options
Field | Description |
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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. |
Include Committed Purchase Orders |
Select this check box to include as expenses any amounts committed to approved purchase orders. If you include committed expenses, you can see major upcoming costs that affect a project’s bottom line. If you also select the Committed Purchase Order Expense column on the Columns tab, the portion of the expenses for an account that is for committed purchase order expenses is displayed in a separate column as well as included in other expense amounts for the account. If you select this option and also set the Activity Period option to Current on the Activity tab, committed purchase order expenses are included whether or not the expense activity occurred in the current accounting period. |
Use Summary Table (Refresh Under Utilities > Updates) | Calculations performed for this report place high demands on processor resources. In some cases, it can take a long time to generate the report for large databases. Select this option to minimize the time it takes to generate the report. |
Contract Status | Use this field to select records for the report based on the customizable contract status options used by your organization. On the Contract Status lookup, click to select one or more of the status settings available, such as Approved & Signed, Negotiation, Pending, Rejected, and Sent for Signature, or others. |
Contract Type | Use this field to select records for the report based on contract type. On the Contract Type lookup, click to select one or more types, such as Additional Services, Change Order, Letter of Agreement, Original, or others. |
Exclude Contracts Not Included in Fees | Select this check box to exclude contracts for which
Include in Fees is not selected on the Contract tab of the Contract Management form ( ).
This report option is only available if the Synchronize Contract Values to Project Compensation option is selected on the General tab of the Contract Management settings form ( ). |
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. |
Include Overhead |
Select this check box to include overhead amounts. Overhead is the sum of indirect labor and expenses and can represent 25% to 50% of all expenses incurred by your enterprise. Because overhead is a non-revenue producing charge type, it is only available if you set the Report At option to Cost. To see a true picture of project cost, you must set up overhead allocation to distribute the total cost of the overhead project among your regular, revenue-producing projects, so that each project absorbs its share of the total overhead cost. For more information, see Overhead Allocation. |
Estimate Overhead |
If you generate a report showing overhead but you have not yet allocated overhead for the current period, select this check box to use estimated overhead amounts. If you select this check box, Estimate Overhead displays at the top of the report. This option is only available if you set the Report At option to Cost. |
Time Frame Options
Field | Description |
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Period Range (For Use with Custom Columns) |
Use these fields to specify a range of periods to be used by the custom columns that you select on the Columns & Groups tab. This range of periods will only apply to data in the custom columns. If you do not specify a range, Vantagepoint defaults to the current period for custom columns. In addition, you can filter the report to only include those projects, phases, or tasks with activity in the period range that you specify. To do this, under Activity Basis on this tab, set the Find Activity in This Time Frame option to Period Range. |
Reporting Amounts
This section is available when 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 Cost in |
Select the type of currency in which cost amounts display:
|
Report Billing in |
Select the type of currency in which billing amounts display:
|
Report AR & Fee in |
Select the type of currency in which AR & Fees amounts display:
|
Activity Basis
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:
|
Define Activity | Select the type of activity that you want to include on the report:
|
Find Activity in this Time Frame | Select the time frame for which you want to include activity:
If you select Period Range, the report uses the range of accounting periods that you specified under Time Frame Options. |
Budget Details
Field | Description |
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Budget Source | Select one of the following settings as the source of the budget data for the report:
|
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: |
| |
Display Budget Balance when No Budget | Select this check box to display the difference between the budget and project-to-date billing or cost amounts even if there is no budgeted amount. The result is a negative amount unless the project-to-date amount is also zero or is a negative amount. |
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:
|
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. |