Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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For more information:Searching Online Help

Project Planning Analysis Options Tab

Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, and consultant expenses.

Field Description
Job-to-Date Job-to-date amounts are the actual costs or hours incurred on or before the date that you specify in this field. For example, if you select Today's Date, the job-to-date cost amount is the sum of all actual cost amounts dated today or earlier. Select one of the following options to specify the date used to calculate the job-to-date amounts:
  • Today's Date
  • Period End Date: Vantagepoint uses the end date of the current accounting period.
  • Specific Date: Specify the date.
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 this option to 3 and a project is using WBS 1-3 and labor codes, the report includes information for WBS 1-3, but not for labor codes. If you set this option to 4 and a project is using WBS 1-3 and labor codes, the report includes information for WBS 1-3 and labor codes.

Decimal Settings

Field Description
Hour Select the number of decimal digits to display for hours:
  • No Decimal: The report displays the number of hours without decimal digits.
  • 1 Digit: The report displays the number of hours with one digit to the right of the decimal point.
  • 2 Digits: The report displays the number of hours with two digits to the right of the decimal point.
Amount Select the number of decimal digits to display for amounts:
  • No Decimal: The report displays amounts without decimal digits.
  • Currency: The report displays amounts with the number of decimal digits specified for the currency on the Global Currency Options form (Settings > Currency > Options).

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.

Report Inclusions

Field Description
Only Include Lines with Planned or JTD Amounts If you select this checkbox, the report only includes resources, expenses, units, or consultants for which planned or actual job-to-date hours, quantity, or cost amounts exist.
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.

Include Committed PO Expenses

Select this option 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.

Labor Select this checkbox to display labor detail.
Sort Labor Resource By If you select Labor, select one of the following sort options for named resources and generic resources:
  • Named Resource, Generic Resource: The report displays named resources (employees) in alphabetical order, and then it displays generic resources in alphabetical order.
  • Generic Resource, Named Resource: The report displays generic resources in alphabetical order, and then it displays named resources (employees) in alphabetical order.
  • All Resources by Name: The report displays all resources in a single alphabetical sequence.
Expenses Select this option to display details for all expense accounts associated with the plan.
Show Accounts Details If you select Expenses, you can also select Show Accounts Details to group the transaction detail by reimbursable and direct expense accounts. For example, you might see something like this:

Consultants Select this option to display details for all consultant expense accounts associated with the plan.
Show Account Details If you select Consultants, you can also select Show Accounts Details to group the transaction detail by reimbursable and direct consultant expense accounts.
Units Select this option to display details for all units associated with the plan. This option displays if Enable Unit Planning is set in Settings > Resource Planning > Plan Settings.
Show Accounts Details If you select Units, you can also select Show Accounts Details to group the transaction details by reimbursable and direct unit accounts.