Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, consultant expenses, and units.
Contents
Field | Description |
Include Unposted Actual Labor
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Select this check box to include hours from unposted timesheets. Vision includes hours from the following:
- Unposted timesheet transaction entry files
- Time & Expense timesheets that are in progress or submitted, but not posted
Vision uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
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Include Committed PO Expenses
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Select this check box 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.
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For Plans Budgeted at Cost and Billing, use:
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You can budget a plan at both cost rates and billing rates. Select the type of rates Vision uses to calculate amounts on the report.
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Show Labor Detail
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Select this check box to display labor detail.
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Sort Labor Resource by
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If you select
Show Labor Detail, select one of the following sort options for named resources and generic resources:
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Named Resource, Generic Resource — The report displays named resources (employees) in alphabetical order, and then it displays generic resources in alphabetical order.
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Generic Resource, Named Resource — The report displays generic resources in alphabetical order, and then it displays named resources (employees) in alphabetical order.
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All Resources by Name — The report displays all resources in a single alphabetical sequence.
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Show Other Direct Expense Detail
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Select this check box to display detail for other direct expenses.
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Show Direct Consultant Detail
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Select this check box to display detail for direct consultant expenses.
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Show Direct Unit Detail
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Select this check box to display detail for direct unit expenses.
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Show Other Reimb Expense Detail
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Select this check box to display detail for other reimbursable expenses.
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Show Reimbursable Consultant Detail
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Select this check box to display detail for reimbursable consultant expenses.
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Show Reimbursable Unit Detail
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Select this check box to display detail for reimbursable unit expenses.
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