Project Progress Options Tab

Use the options to specify which detail, labor, and expense data is included on the report. Use the Budget Details to set the budget source. Use reporting amounts to specify the currency for the report.

Detail Options

Field	Description
Include Project Info	Select this option to include, for each project on the report, data from the project record.
Include Project Memo	Includes notes specified for the project record, as entered in the Memo field on the General tab of the Projects form.
Include User Defined Fields	If you select this option, up to 15 user-defined fields appear in the project information section of the report. Non-memo fields print first, in columns, followed by memo fields (which take the entire width of the report).
Round to Whole Amounts	Select this check box to round all hours and amounts to whole numbers.

Labor Options

Field	Description
Include Labor	Select this check box if you want the report to display labor information. Other options become available in the Labor group box.
Labor Detail	Select the level of labor detail included on the report: No Detail: The report displays only totals by labor code for each project. Current Detail: The report displays labor detail for the current period for each labor code. The labor detail includes employee name, date, hours, and extended amount. If you select this option, the Posting Runs button becomes enabled so you can select specific posting runs. Current by Employee: The report summarizes labor detail for the current period by employee for each labor code. The labor detail includes employee name and number, hours, and extended amount. JTD Detail: The report displays labor detail for the job to date for each labor code. The labor detail includes employee name, date, hours, and extended amount. JTD by Employee: The report summarizes labor detail for the job to date by employee for each labor code. The labor detail includes employee name, hours, and extended amount. JTD by Employee & Period: The report summarizes labor detail for the job to date by employee and period for each labor code. The labor detail includes employee name, period, hours, and extended amount.
Labor Code Levels to Display	If this option is available, select one or more labor code levels from 0 through 5 to include on the report. If you do not select all of the available levels, the report summarizes the data at the lowest level that you select. The number of labor code levels available is determined by your selections on the Labor Codes settings form (Settings > Accounting > Labor Codes). The following sorting options are available for each sort: Department: This sorting option locates and displays labor codes at the departmental level in your organization, for each project in the report. Phase: This sorting option locates labor codes at the phase level for each project in the report. Service: This sorting option locates labor codes at the service level for each phase of the project in the report. Staff: This sorting option locates labor codes at the staff level for each project in the report.
Include Labor Amounts	Select this check box to display both hours and amounts for labor. Clear this check box to display only hours.
Include Unposted Labor	Select this option to include hours from unposted timesheets: Unposted timesheet transaction entry files Timesheets that are in progress or submitted, but not posted Vantagepoint uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
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.
Labor Posting Runs Grid	This grid displays all timesheet, labor adjustment, and billing labor transfer posting runs for the current period. Use this grid to select the posting runs for which you want to generate the report. When you save the report options, the labor posting run selections are not saved. This grid is only available if you set the Labor Detail option to Current Detail.

Expense Options

Field	Description
Include Expenses	Select this check box if you want the report to display expense information. Other options become available in the Expense group box.
Expense Detail	Select one of the following settings: Totals Only: The report only displays totals for each project. Account Totals: The report only displays totals by account for each project. Current Transactions: The report displays expense detail for the current period by account for each project. The expense detail includes the transaction type, reference number, date, amount, and description. JTD Transactions: The report displays job-to-date expense detail by account for each project. The expense detail includes the transaction type, reference number, date, amount, and description.
Vendor Detail	Select this check box to group expense transactions by vendor and provide totals by vendor. The report groups expense transactions that are not associated with vendors under Other and displays them as the last vendor group in an account number group. This option is only available if you set Expense Detail to Current Transactions or JTD Transactions.
Display Vendor's Invoice and Date	Select this check box to display vendor invoice numbers and invoice dates for expense transactions. This option is only available if you set Expense Detail to Current Transactions or JTD Transactions.
Display Reimbursable Expenses	Select this check box to display reimbursable expenses.
Display Direct Expenses	Select this check box to display direct expenses.
Display Indirect Expenses	Select this check box to display indirect expenses.
Display Reimbursable Consultant Expenses	Select this check box to display reimbursable consultant expenses.
Display Direct Consultant Expenses	Select this check box to display direct consultant expenses.
Consultant Breakout	Select this check box to display consultant expenses separately from other expenses: If you select this option, the report displays the consultant expenses as a separate group with a separate total under direct and reimbursable expenses. If you do not select this option, direct consultant accounts are included in the Direct Expense category, and reimbursable consultants are included in the Reimbursable Expense category.
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.

Budget Details

Field	Description
Budget Source	Select one of the following settings as the source of the budget data for the report: Project Budgeting Project Planning Budget Project Baseline Budget
Choose Dates for Planning Calculations	If you select Project Planning Budget or Project Baseline Budget as the source of the budget data for the report, use this option to specify the date to be used in calculating estimate-to-complete (ETC) values:
	Today's Date: The estimate-to-complete hours and amounts are calculated based on the current date. Period End Date: The estimate-to-complete hours and amounts are calculated based on the last day of your firm's current accounting period. Specific Date: The estimate-to-complete hours and amounts are calculated based on the date that you specify here. Enter the date or click and select the date.
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.

Reporting Amounts

Field	Description
Report At	Select one of the following rate options: Billing: Select this option to display monetary amounts at billing rates. This option is only available if the Enable Reporting at Billing Rates option is set to Yes in Settings > Accounting > Labor Options. Cost: Select this option to display monetary amounts at cost rates. Your security role determines your level of access to labor cost rates and amounts, as defined by the Labor Cost Rates/Amounts option in the Miscellaneous section of the Accounting tab in Settings > Security > Roles. Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the Enable Reporting at Burdened Rates option is set to Yes in Settings > Accounting > Labor Options. Your security role determines your level of access to labor burdened cost rates and amounts on a report, as defined by the Labor Burden Rates/Amounts option in the Miscellaneous section of the Accounting tab in Settings > Security > Roles. For more information about your access to either Cost or Burden rates and amounts, see Contents of the Labor Options Form.
Report In	If Report At is set to Cost, select the types of currency in which to display amounts in the Financial Analysis sections: Project Currency: Select this setting to use the currency specified in Project Currency on the Overview tab of the Projects form in the Projects hub. Billing Currency: Select this setting to use the currency specified in Billing Currency on the Overview tab of the Projects form in the Projects hub. Project's Functional Currency: Select this setting to display amounts on the report in the functional currency of the project. If Report At is set to Billing, you cannot select this option. In that case, the currency is based on the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options: When that option is set to Yes, the report displays monetary amounts in the project's billing currency. When that option is set to No, the report displays monetary amounts in the project currency.

Financial Analysis

Field	Description
Include Financial Analysis	Select this check box to print financial analysis information for each work breakdown structure (WBS) level for the current period, the year to date, and the job to date. The information is similar to data available on the Office Earnings Report. The values in the Spent column in the Financial Analysis sections are affected by the following options on the Labor & Expense tab: Include Committed Purchase Order Expense, Print Unposted Labor, and Print Reimbursable Consultant Expenses.
Report At	Select one of the following rate options: Billing: Select this option to display monetary amounts at billing rates. This option is only available if the Enable Reporting at Billing Rates option is set to Yes in Settings > Accounting > Labor Options. Cost: Select this option to display monetary amounts at cost rates. Your security role determines your level of access to labor cost rates and amounts, as defined by the Labor Cost Rates/Amounts option in the Miscellaneous section of the Accounting tab in Settings > Security > Roles. Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the Enable Reporting at Burdened Rates option is set to Yes in Settings > Accounting > Labor Options. Your security role determines your level of access to labor burdened cost rates and amounts on a report, as defined by the Labor Burden Rates/Amounts option in the Miscellaneous section of the Accounting tab in Settings > Security > Roles. For more information about your access to either Cost or Burden rates and amounts, see Contents of the Labor Options Form.
Report In	If Report At is set to Cost, select the types of currency in which to display amounts in the Financial Analysis sections: Project Currency: Select this setting to use the currency specified in Project Currency on the Overview tab of the Projects form in the Projects hub. Billing Currency: Select this setting to use the currency specified in Billing Currency on the Overview tab of the Projects form in the Projects hub. Project's Functional Currency: Select this setting to display amounts on the report in the functional currency of the project. If Report At is set to Billing, you cannot select this option. In that case, the currency is based on the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options: When that option is set to Yes, the report displays monetary amounts in the project's billing currency. When that option is set to No, the report displays monetary amounts in the project currency.

Report Activity Options

Use the Report Activity options to define how to report activity against the project. You can select to include a specific project level (project, phase, or task) that has transactions posted against it during a specific time frame.

Field	Description
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: Project Phase Task
Define Activity	Select the type of activity that you want to include on the report: Labor, Expense, Cash Receipts, and Invoices Labor and Expense Transactions Only
Find Activity in this Time Frame	Select the time frame for which you want to include activity: Current Year-to-date Job-to-date

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
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). A phase total is the total of all occurrences of that phase across the base project. A task total is the total of all occurrences of that task across the base project. 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: Subtotal on Base Number: Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total. Summary on Base Number: Select this option to display totals for each group, but no project detail.
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.