Time Analysis General Tab

Use the General tab to select report options for the Time Analysis report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Report at Select Hours to display hours worked. Select Cost to display the cost of hours worked.
Print Final Totals Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
Suppress Detail Select this check box if you do want the report to show column totals but none of the detail.
Round Detail to Whole Hours/ Amounts Select this check box to round hours and amounts displayed in the report to whole hours and amounts.
Display Standard Hours Column Select this check box to show standard hours or cost amounts. (Which of these the report shows depends on your selection in Report at.)

You must select this option if you enter a ratio based on standard hours in one of the Direct Ratio or Target Ratio columns on the Columns tab. However, you can display the standard hours column without including ratios based on standard hours.

You can base the values in the Standard Hours column on either the actual hours worked or an established formula.

Calculate STD Hrs as of If you select Display Standard Hours Column, enter the date as of which you want to review current (CUR), month-to-date (MTD, and year-to-date (YTD) hours or amounts. This date serves as a cutoff date for the labor transactions included in the calculation.

If you specify a date that is outside the current accounting period, Vision instead uses the last date of the current period. For example, if the current accounting period ends on June 30 but you enter July 15 for this option, Vision uses June 30 for the "as of" date.

If you also select Print Current and Date Range (see below), the current standard hours reflect the employee's holidays and non-working days.

Include Holiday Time in STD Hours Calculation If you select Display Standard Hours Column, select this check box to include days marked as holidays in the calculation of the standard hours.
Use Job Cost Frequency to Calculate STD Hours If you select Display Standard Hours Column and you select specific posting logs, select this check box to base the calculation of standard hours on the Job Cost Frequency setting in Configuration (Configuration > Accounting > Company Settings and click the General tab).
User Defined Standard Hours If you select Display Standard Hours Column, select this option to specify the reporting period for the standard hours. Select one of these check boxes and enter the number of standard hours in the field to the right of the check box:
  • CUR — Current standard hours
  • MTD — Month-to-date standard hours
  • YTD — Year-to-date standard hours

Actual hours worked replace user-defined standard hours if Use total hours as standard on Time Analysis is selected on the Accounting tab of the Employee Info Center.

Print Current Select this check box to display time data for the current accounting period.

If Consolidate timesheet postings by Project, Phase, Task, Labor Code and Employee is selected on the Timesheets Tab of Accounting Company Settings in Configuration, the Standard column displays all hours or amounts based on a single day. You can select Date Range for this option as a work-around for the consolidation.

If you select Print Current, select one of these options:

  • Select Specific Labor Posting — Select this option to generate the report for specific labor posting runs. Click Select Specific Labor Posting to display the Labor Posting Logs dialog box and select the posting run. When you select this option, the current standard hours calculation uses the minimum date and maximum date in the labor posting runs you select.
  • Date Range — Select this option to generate the report for the date range you specify in the associated date fields. Enter the start date and end date of the range, or click the calendar icons and select the dates.
  • Period Range — Select this option to generate the report for the range of accounting periods you specify in the associated fields. When you select this option, the current standard hours calculation uses the minimum date and maximum date of this range.

In all cases, the calculation of current standard hours takes into consideration the holidays and non-working days established for the employee on the Holiday Configuration form.

Select Specific Labor Posting button If you selected Select Specific Labor Posting, click this button to display the Labor Posting Logs dialog box and select the posting run for which you want to generate the report.

The Labor Posting Logs dialog box lists all timesheet, labor adjustment, and billing labor transfer posting runs for the current period. To select posting runs, do the following:

  • To select a single posting run, click it.
  • To select multiple posting runs in consecutive rows, hold down Shift while you click the first posting run and last posting run in the group.
  • To select multiple posting runs that are not in consecutive rows, hold down Ctrl while you click each of the posting runs.
Print Month-to-Date Select this check box to display time data for the current month.
Print Year-to-Date Select this check box to display time data for the current year.