General Tab of the Options Dialog Box
Use the General tab to select the budget source and select the actuals rate for project information.
Contents
Field | Description |
---|---|
Budget Source | If your enterprise has activated the Resource Planning module, you can select the source of budgeted amounts:
|
Identify Projects that have Unpublished Changes |
Select this option to identify any project that has a plan with unpublished changes. When this criteria is met, a Caution indicator displays next to the project number in the Project Review context area to alert you that there may be more current data. |
Basis for Planning Calculations | Use this option to set the date for calculating
estimate-to-complete (ETC) amounts when you select
project plans as the budget source. The
ETC calculations include
job-to-date actual amounts through the selected date and planned amounts for dates after that date. Select one of the following settings:
|
Show Cost Analysis | Select the rate used to calculate the actuals displayed on the Project Review form: At Cost or At Burden. |
Estimate Overhead | If this field is selected, overhead is estimated according to the settings in Overhead Configuration, for the period in which overhead allocation has not yet been run. |
Include Unposted Time | Select this option to include hours from timesheets that have not yet been posted. |
Exclude Reimbursable Expenses | Select this option to exclude reimbursable expenses from the Project Review form. |
Exclude Reimbursable Consultant Expenses | Select this option to exclude reimbursable consultant expenses from the Project Review form. |
Exclude Direct Expenses | Select this option to exclude direct expenses from the Project Review form. |
Exclude Direct Consultant Expenses | Select this option to exclude direct consultant expenses from the Project Review form. |
Parent Topic: Options Dialog Box