Project Planning List General Tab

Use the General tab to select report options for the Project Planning List report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Plan Organization	To generate the report for a single organization, click to display the Organization Lookup dialog box and select that organization.
Plan Manager	To generate the report for selected project managers, click to display the Employee Lookup dialog box and select the project managers whose plans you want to see.
Plan Principal	To generate the report for selected principals, click to display the Employee Lookup dialog box and select the principals whose plans you want to see.
Plan Client	To generate the report for selected clients, click to display the Client Lookup dialog box and select the client firms for which you want to see plans.
Only include plans marked for Utilization and Project Reports	If you select this option, the report includes only those plans for which the Include in Utilization and Project Reports option is selected on the General tab of the Project Planning form. If you do not select this option, the report includes all plans that meet your other selection criteria.