Project Planning Schedule Options Tab
Use the Options tab to indicate if you want to include Gantt charts for plans, and limit the tasks and resources included.
Field | Description |
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Maximum Task Level |
Select the number of planning levels to include. The available number depends on the number of activated work breakdown structure (WBS) levels and whether labor codes are activated. If all are activated, you can select 1 to 4 levels. If you set Maximum Task Level to 3 and a project is using WBS 1-3 and labor codes, the report will include information for WBS 1-3, but not for labor codes. If you set Maximum Task Level to 4 and a project is using WBS 1-3 and labor codes, the report will include information for WBS 1-3 and labor codes. |
Decimal Setting | Select the number of decimal digits to display for amounts:
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Column Width |
Enter the width for the data columns in inches or millimeters, based on which one you selected in the Unit of Measure field on the Layout tab. Enter inches and millimeters with decimals. For example, enter one and a half inches as 1.5. |
Start Date |
Select the start date for the data on the report:
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Scale |
Select one of the following period scales for the hours or amounts on the report:
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Duration | Select the number of reporting periods to display. The related Scale option determines the type of period. For example, if the scale is monthly and you enter 6 here, the report displays data for six monthly periods. |
Rollup Options
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. |
Labor Schedule Options
Use these options to indicate if you want to include Gantt charts for plans, and limit the tasks and resources included.
Field | Description |
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Gantt Chart | Select this check box to display a Gantt chart (bar chart) on the report. |
Only Include Tasks with Planned Values |
This option is only available if you select the Gantt Chart option. If you select this check box, the report includes only those tasks that have one or more of the following:
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Include Detail Planned Hours | Select this check box to display the planned hours in detail lines.
If you do not select this option, the report only displays the Gantt chart for each plan schedule. |
Only Include Resources with Planned Values | If you select Include Detail Planned Hours, select this check box to include only those resources that have planned labor hours. |
Sort Labor Resource by | Select one of the following sort options for named resources and generic resources:
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