Project Planning Schedule Options Tab

Use the Options tab to indicate if you want to review labor schedules or compensation schedules, include Gantt charts for plans, and limit the tasks and resources included.

Contents

Field Description
Labor Select this option to generate the report for labor schedules.
Compensation Select this option to generate the report for compensation schedules.
Show Gantt Chart Select this check box to display a Gantt chart for each plan.
Only Include Tasks with Planned Numbers

If you select this check box, the report includes only those tasks that have one or more of the following

  • Planned hours

  • Planned expense cost

  • Planned consultant cost

This option is only available if you select the Show Gantt Chart option.

Show User Entered Cost % Complete Select this check box to display the user-entered percent complete based on cost.
Show User Entered Bill % Complete Select this check box to display the user-entered percent complete based on billing.
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 Numbers If you select Include Detail Planned Hours, select this check box to include only those resources that have planned labor hours.
Sort Resource by

Select one of the following sort options for named resources and generic resources:

  • Saved Sequence — Resources are displayed in the order they are saved in the plan.

  • 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.

Show Total Compensation

Select this check box to display total compensation amounts. Vision calculates total compensation as follows:

Compensation + Consultant fee + Reimbursable allowance

Show Compensation Select this check box to display expected compensation amounts.
Show Consultant Fee

Select this check box to display expected reimbursable consultant fees.

These amounts include any markups on consultant professional services.

Show Reimbursable Allowance Select this check box to expected reimbursable allowance amounts.
Use Amounts in Select Cost or Billing to indicate whether you want the report to display compensation amounts at cost rates or billing rates.
Decimal Setting

Select the number of decimal digits to display for amounts.

If you select the Labor option at the top of the Schedule group box, select one of the following:

  • No Decimal — The report displays numbers without decimal digits (12).

  • 1 Digit — The report displays numbers with one digit to the right of the decimal point (12.1).

  • 2 Digits — The report displays numbers with two digits to the right of the decimal point (12.13).

If you select the Compensation option at the top of the Schedule group box, select one of the following:

  • No Decimal — The report displays amounts without decimal digits (12).

  • Currency — The report displays amounts with the number of decimal digits specified for the currency in the Currency Configuration form.