Project Planning Schedule General Tab

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

Contents

Field Description
Report Name You can change the default report name.
Period Scale

Select one of the following period scales:

  • Daily

  • Weekly

  • Bi-Weekly — A two-week period.

  • Semi-Monthly — One semi-monthly period runs from the first to the fifteenth of the month. The second semi-monthly period runs from the sixteenth to the end of the month.

  • Monthly

  • Accounting Period

  • Quarterly

  • Yearly

For example, if you want the report to display monthly totals of hours or amounts, select Monthly.

Start Day of the week

If you select Weekly or Bi-Weekly in Period Scale, select the starting day of the week.

The default selection is the day specified in Starting Day of Week on the Plan Settings form (Configuration > Planning > Plan Settings).

Range

Select the number of reporting periods to display. The maximum number is 20.

This option determines the number of periods, and the Period Scale option determines the type of period. For example, if you select Monthly in Period Scale and 6 in Range, the report displays data for six monthly periods.

Column Width Enter the width of the data columns in inches or millimeters based on which one you selected in the Unit of Measure field on the report Options Layout tab.
Maximum Task Level

Select the number of task levels to include. The maximum number is 12.

For example, you have a plan with the following rows:

If you select 1 in Maximum Task Level, the report only displays PlanningRow 1.

If you select 2 in Maximum Task Level, the report displays the following:

Start Date

Select the starting date for the data on the report:

  • Today — The report displays data starting with the current date.

  • Specific Date — The report displays data starting with the date you specify. Enter the date, or click and select the date.

Only include plans marked for Utilization and Project Reports

If you select this option, the report includes only those plans that you select in the Plan Lookup dialog box for which the Include in Utilization and Project Reports option is selected on the General tab of the Project Planning form.

If you do not select this option, the report includes all plans that you select in the Plan Lookup dialog box.

Consolidate by Plan Number

If your plan numbers have a standard structure, select this check box to summarize data based on that structure. In Left and Right under Number of Digits to Roll Up, enter the number of characters that you want to roll up on the left and right ends of the plan numbers.

For example, if your plan numbers contain five characters and the first two characters of each plan number represent the client firm, you can consolidate (roll up) information at the client firm level. To do that, enter 3 in Right.

Parent Topic: Project Planning Schedule