Use the General tab to select report options for the Fee Remaining report and to save sets of options for reuse.
Contents
| Field | Description |
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| Report Name
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You can change the default report name.
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| Exclude Completed Projects/Phases/Tasks
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Select this check box if you do not want completed projects, phases, or tasks included in the Fee Remaining report.
A project with phases or tasks is completed only if all items at lower levels of the work breakdown structure (WBS) are completed.
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| Print Project/Phase/Task Info
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By default, the report has four columns:
Fee,
Percent Complete,
Previous Fee, and
Fee Remaining.
Select this check box to display the following additional information for each project, phase, and task:
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Principal
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Client
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Compensation
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Project Manager
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Revenue Type
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Total Job-to-Date Billed
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Supervisor
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Fee Method
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Fee Job-to-Date Billed
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Fee Basis
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| Exclude Previously Billed
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Select this check box if you do not want the report to include previously billed amounts or percentages for projects that have billing schedules.
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| Scheduled Billing Date Range
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Use
Scheduled Billing Date Range if you want to specify a range of scheduled billing dates to include in the report. You can enter the start date and end date, or click the calendar icons to select the dates.
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