Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, consultant expenses, and units.
Contents
| Field | Description |
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| Include Unposted Actual Labor
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Select this check box to include hours from unposted timesheets. Vision includes hours from the following:
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Unposted timesheet transaction entry files
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Time & Expense timesheets that are in progress or submitted, but not posted
Vision uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
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| Include Committed PO Expenses
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Select this check box to include as expenses any amounts committed to approved purchase orders.
If you include committed expenses, you can see major upcoming costs that affect a project’s bottom line.
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| Labor Detail
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Select one of the following options for displaying labor detail:
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With Detail — For each task, the report displays detail for all resources assigned to the plan.
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No Detail — The report does not display detail for resources.
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| Sort Labor Resource by
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Select one of the following sort options for named resources and generic resources:
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Saved Sequence — Resources are displayed in the order they are saved in the plan.
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Named Resource, Generic Resource — The report displays named resources (employees) in alphabetical order, and then it displays generic resources in alphabetical order.
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Generic Resource, Named Resource — The report displays generic resources in alphabetical order, and then it displays named resources (employees) in alphabetical order.
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All Resources by Name — The report displays all resources in a single alphabetical sequence.
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| Expense Detail
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Select one of the following options for displaying expense detail:
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With Detail — For each task, the report displays detail for all expense accounts associated with the plan.
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No Detail — The report does not display detail for expenses.
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| Reimbursable/Direct Expense Account Breakout
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Select this check box to group the transaction detail by reimbursable and direct expense accounts. For example, you might see something like this:
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| Consultant Detail
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Select one of the following options for displaying consultant detail:
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With Detail — For each task, the report displays detail for all consultant expense accounts associated with the plan.
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No Detail — The report does not display detail for consultant expenses.
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| Reimbursable/Direct Consultant Account Breakout
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Select this check box to group the transaction detail by reimbursable and direct consultant expense accounts.
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| Unit Detail
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Select one of the following options for displaying unit expense detail:
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With Detail — For each task, the report displays detail for all unit expense accounts associated with the plan.
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No Detail — The report does not display detail for unit expenses.
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| Reimbursable/ Direct Unit Account Breakout
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Select this check box to group the transaction detail by reimbursable and direct unit accounts.
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