Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Options Tab for Audit Reports

Use the Options tab of an individual audit report to select the date range and other options before you run the report. You can also save sets of options for reuse. With a few exceptions, the standard options are available for nearly all audit reports.

Standard Options

These options are found on most detail reports, except the Employee Labor Audit Report. For more information, see Employee Labor Audit General Tab .

Field Description
Start Date Use this option to specify the start date for the data to be displayed on the report.
End Date Use this option to specify the end date for the data to be displayed on the report. If you do not specify a date range, the report is not filtered based on the modification date. You can also specify only one date. For example, if you select a start date but no end date, the report includes all modifications dated on or after the start date.
Modification User This option displays the name of the employee who modified the record. To show information for one user, select the user ID. You can enter part of the user ID or employee name to filter results or select Search to find a user. Repeat this step to add additional users who modified the record during the selected date range.
Operation Type By default, the report includes all operations. To show information for a single type of operation, select Delete, Insert, or Update.

Option Sections

Some reports may include other option sections that give you additional control over the information included on a report.

Detail Options

Detail options consist of check boxes and drop-down lists that allow you to display more data specific to the report. These options vary depending on the report category and can include time format, currency, and report format options.

For example, on the Employee Labor Audit report, you can select rate options to display monetary amounts at either billing rates or cost rates.

Time Frame Options

Use the Time Frame Options to select a period for the report.

Reporting Amounts Options

Use the Reporting Amounts options to determine the types of report currency used to display amounts, types of transactions, or project information you want to include on the report. These options may vary depending on the type of report you want to generate.

For example, if you want to generate the Employee Labor Audit report, you will select transaction and project options for the report. If you want to generate an Invoice Transaction Detail report, you will select the type of currency in which to display monetary amounts.

Rollup Options

Field Description
Project Number Rollup Options Use this option to summarize 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 Base Rollup slider box displays the number of characters in your project numbers. For example, if you use a 10-digit project number, the slider box displays 1234567890. A project number can also include up to two delimiters (for example, 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 project numbers, 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:
  • 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 Base Rollup Use this option to summarize report information for phases that use a standard numbering system. The Phase Base 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 (for example, 12345.12).

You can roll up the base phase 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 Base Rollup slider to cover the project number completely.

To roll up phase numbers, 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 Base Rollup Use this option to summarize 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 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 show only tasks, use the Project Base Rollup and Phase Base Rollup sliders to cover the project number and phase number completely.

To roll up task numbers, 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.