Use the Reporting settings to enable reporting at billing rates, burdened rates, billing rates, or billing currency. You can also enable employee realization reporting and specify related settings
To set up reporting options for labor:
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In the Navigation pane, select
.
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To generate project reports based on billing and cost rates, elect
Yes for
Enable Reporting at Billing Rates.
Vantagepoint includes both billing and cost as options in the
Report At field in project reporting.
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To run project reports at burdened amounts, select
Yes for
Enable Reporting at Burdened Rates.
This effectively combines labor and overhead on a single detail line. When you combine labor and overhead, the overhead for each detail line is estimated using the same calculation that is used when reporting at cost and overhead allocation needs to be run.
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To track realization amounts for employees, select
Yes for
Enable Reporting Realization by Employee.
You must enter a calculation method, frequency, and allocation accounts in the remaining fields. If you change from
Yes to
No and realization amounts have already been allocated to employees, previously calculated realization amounts are not removed from records.
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If you use multiple currencies, select
Yes for
Use Billing Currency not Project Currency to use the billing currency for project reporting.
The billing currency is the currency in which you generate invoices and billing reports for a project and its phases and tasks.
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If you want reports to use billing amounts, select
Yes for
Use Reporting Default Terms for All Projects.
Vantagepoint uses the billing terms and multiplier information specified in
.
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Click
Save.