Project Summary General Tab

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

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, Vision displays the Activity dialog box so that you can enter the activity information. Vision then creates an activity for each project included on the report.
Project Base Rollup	Use Project Base Rollup 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 firm’s project numbers. For example, if your firm uses 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.
Subtotal or Summarize on Base Number	If you set a project base rollup, use the field immediately below Project Base Rollup to select how you want Vision to display the project data: Subtotal on Base Number — Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total. Summarize on Base Number — Select this option to display totals for each group but no project detail.
Phase Base Rollup	Use Phase Base Rollup to summarize report information for phases that use a standard numbering system. The Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if your firm uses a 7-digit phase number, the slider box displays 1234567. A phase number can also include one delimiter (for example, 12345.12). You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project. To display only phases and tasks, use the Project Base Rollup slider to cover the project number completely. To roll up phase 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.
Task Base Rollup	Use Task Base Rollup to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks. The Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if your firm uses a 3-digit task number, the slider box displays 123. This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number. To show only tasks, use the Project Base Rollup and Phase Base Rollup sliders to cover the project number and phase number completely. To roll up task 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.
Print Overhead	Select this check box to include overhead amounts. Multicurrency Both the Print Overhead option and the Estimate Overhead option are disabled if you do either of the following: Select Billing in Report at Select Cost in Report at and select Billing Currency in Report in
Estimate Overhead	If you generate a report showing overhead but you have not yet allocated overhead for the current period, select this check box to have Vision use estimated overhead amounts. If you select this check box, Vision displays Estimate Overhead at the top of the report. Multicurrency Both the Print Overhead option and the Estimate Overhead option are disabled if you do either of the following: Select Billing in Report at Select Cost in Report at and select Billing Currency in Report in
Inc. Unposted Labor	Select this check box to include unposted timesheet information on the report. If you select this check box, Vision includes the following timesheet data: All timesheet data in unposted transaction entry files. All 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. If you select this option and also select Current in Activity Period on the Activity tab, Vision includes unposted labor whether or not the labor activity occurred in the current accounting period.
Single Line Summary	Select this check box to display a one-line summary for each work breakdown structure level. If you include both overhead and direct expenses, the single-line summary includes labor, overhead, direct expenses, and reimbursable expenses. If you do not include overhead or direct expenses, the single-line summary includes labor and reimbursable expenses. If you select this option, you cannot drill down to the supporting detail.
Use Summary Table	Select this option to have Vision generate the report from pre-processed data in the project summary table, rather than directly from the standard database tables. In most cases, Vision generates the report much faster if you select this option. Calculations performed for this report place high demands on processor resources. In some cases, it can take a long time to generate the report for large databases. To minimize the time it takes to generate the report, first run the Refresh Project Summary Table utility to calculate and store the data for this report in a summary table. Then, before you generate the report, select the Use Summary Table option. If the Refresh Project Summary Table utility has never been run, this option is not available. In that case, Vision displays a note next to the option: Use Summary Table (Refresh under Advanced Utilities) After you run the utility the first time, Vision makes the Use Summary Table option available and displays the most recent date and time that the utility was run: Use Summary Table (Updated: 4/5/15 12:09PM) The Refresh Project Summary Table utility calculates and saves project summary information for regular projects only. Recommendation: Schedule the Refresh Project Summary Table utility to run each night, so that each day the data for reports are current as of the night before for all Vision users.
Show Budget Balance when No Budget	Select this check box to display the difference between the budget and project-to-date billing or cost amounts even if there is no budgeted amount. The result is a negative amount unless the project-to-date amount is also zero or is a negative amount.
Print Final Totals	Select this check box to display totals for amount columns for the report as a whole. If you also select the Break Out Final Totals, the final totals are displayed in separate lines for labor, overhead, and each type of expense.
Break Out Final Totals	Select this check box to display the final totals in separate lines for labor, overhead, and each type of expense. If you do not select this check box, the report displays the final totals in a single line.
Report at	Select one of the following rate options: Billing — Select this option to display monetary amounts at billing rates. This option is only available if the Reporting at billing rates option is selected on the Accounting System Settings form (Configuration > Accounting > System Settings). Cost — Select this option to display monetary amounts at cost rates. This option is only available if the Reporting at burdened rates option is not selected on the Accounting System Settings form (Configuration > Accounting > System Settings). Burden — Select this option to include overhead amounts in labor cost amounts. This option is only available if the Reporting at burdened rates option is selected on the Accounting System Settings form (Configuration > Accounting > System Settings).
Report in	If Report at is Cost, indicate in which of the following types of currency you want Vision to display monetary amounts: Project Currency Billing Currency Project's Functional Currency Presentation Currency — Use the Presentation Currency and Exchange Rate as of options to specify the currency and the date to use in calculating exchange rates. If Report at is Billing, indicate in which of the following types of currency you want Vision to display monetary amounts: Billing Currency — The currency is based on the setting for the Use billing currency not Project currency option on the Reporting tab of the Accounting System Settings form. When Use billing currency not Project currency is selected, the monetary amounts are displayed in the project's billing currency. When that option is not selected, the amounts are displayed in the project currency. Presentation Currency — Vision uses a single currency to display all monetary amounts. Use the Presentation Currency and Exchange Rate as of fields to specify the currency and the date to use to determine exchange rates. If you select Presentation Currency, you cannot drill down to the Project Progress report because that report does not have the option to use a presentation currency.
Presentation Currency	If you select Presentation Currency in Report In, select the currency in which you want the report to display monetary amounts. The drop-down list includes all currencies enabled for use by your enterprise. Vision presents all amounts on the report in the currency you specify, even though projects might not share a common project currency, billing currency, or functional currency. Vision uses the date you specify in Exchange Rate as Of to determine the exchange rates to use to calculate the amounts.
Exchange Rate as Of	If you select Presentation Currency in Report in, specify the date that you want Vision to use to determine the exchange rates used to calculate the presentation currency amounts from the project currency amounts. Enter the date directly in the field or click and select the date.
Labor Detail Sort	Specify how Vision should sort detail lines in drill-down reports: Employee Name — Vision sorts alphabetically by employee last name. Employee Number — Vision sorts by employee number. Transaction Date — Vision sorts by the posting dates of the transactions.
Labor Detail Content	Select one of the following options to specify how Vision displays hours and amounts in drill-down reports: Hours and Amounts — The report displays hours and cost amounts for all detail and total lines. Hours Only — The report displays hours only. Hours and Totals — The report displays hours for all detail and total lines. It also displays cost amounts, but only on the final totals line. Hours and SubTotals — The report displays hours for all detail and total lines. It also displays cost amounts, but only on subtotal lines and the final totals line.
Expense Detail Sort	Specify how Vision should sort detail lines in drill-down reports: Account Type, Account — Vision sorts by account type (Assets, Liabilities, and so on) and then by account number. The drill-down report displays subtotals by account number. Account Number — Vision sorts and displays subtotals by account number. Transaction Type — Vision sorts and displays subtotals by transaction type. Reference Number — Vision sorts and displays subtotals by the reference numbers associated with transactions. Transaction Date — Vision sorts and displays subtotals by the posting dates of transactions. Description — Vision sorts and displays subtotals by transaction description.
Status	To select records for the report based on contract status, click to open the Contract Status lookup and select one or more status settings, such as Approved & Signed, Negotiation, Pending, Rejected, or Sent for Signature.
Type	To select records for the report based on contract type, click to open the Contract Type lookup dialog box and select one or more types, such as Additional Services, Change Order, Letter of Agreement, or Original.
Exclude Contracts Not Included in Fees	This report option will only appear if you have configured Vision to Synchronize Contract Amounts to Project Fees. Select this option if you want Vision to leave contracts off the report that do not have the Include in Fees option selected.