Use the Options tab to indicate if you want to display the project information and financial analysis sections and to specify options for displaying that data.
Contents
| Field | Description |
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| Print Financial Analysis
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Select this check box to print financial analysis information for each work breakdown structure (WBS) level for the current period, the year to date, and the job to date. The information is similar to data available on the Office Earnings Report.
The values in the
Spent column in the
Financial Analysis sections are affected by the following options on the Labor & Expense tab:
Include Committed Purchase Order Expense,
Print Unposted Labor, and
Print Reimbursable Consultant Expenses.
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| Report at
|
Select one of the following rate options for the Financial Analysis sections:
-
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 ().
-
Cost — Select this option to display monetary amounts at cost rates.
-
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 ().
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| Report in
|
If
Report at is
Cost or
Burden, indicate in which of the following types of currency you want Vision to display monetary amounts in the Financial Analysis sections:
If
Report at is
Billing, you cannot set this option. The currency is based on 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 report displays monetary amounts in the project's billing currency.
-
When
Use billing currency not Project currency is not selected, the report displays monetary amounts in the project currency.
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| Print Project Info
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If you select
Print Project Info, the report displays selected information from the Project Info Center (principal, project manager, client, and so on) for each WBS level.
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| Print User Defined Fields
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If you select this check box, the project information sections can include up to 15 user-defined fields.
The report displays fields that are not memo fields first, in columns, and then displays memo fields. Memo fields use the full width of the report page.
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| Print Project Memo
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If you select this check box, the report includes notes specified for the project in the
Memo field on the General tab of the Project Info Center.
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