| Field | Description |
|---|
| Report Name
|
You can change the default report name.
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| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, Vision displays the Activity dialog box so you can enter the activity information. Vision then creates an activity for each project included on the report.
|
| Project Base Rollup
|
Use
Project Base Rollup to summarize information for projects that use a standard numbering system. For example, if the first five characters of your project number represent a master contract, you can summarize (roll up) information for all projects that have a common master contract number.
The
Project Base Rollup slider box displays the number of characters in your firm’s project numbers. For example, if your firm uses a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
To roll up project numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
| Subtotal or Summarize on Base Number
|
If you set a project base rollup, use the field immediately below
Project Base Rollup to select how you want Vision to display the project data:
-
Subtotal on Base Number
— Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total.
-
Summarize on Base Number —
Select this option to display totals for each group but no project detail.
|
| Phase Base Rollup
|
Use
Phase Base Rollup to summarize report information for phases that use a standard numbering system.
The
Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if your firm uses a 7-digit phase number, the slider box displays
1234567. A phase number can also include one delimiter (for example, 12345.12).
You can roll up the base phase and still display information by task. When you do, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project.
To display only phases and tasks, use the
Project Base Rollup slider to cover the project number completely.
To roll up phase numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
| Task Base Rollup
|
Use
Task Base Rollup to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks.
The
Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if your firm uses a 3-digit task number, the slider box displays
123.
This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number.
To show only tasks, use the
Project Base Rollup and
Phase Base Rollup sliders to cover the project number and phase number completely.
To roll up task numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
| Estimate Overhead
|
If you want to generate a report that displays overhead but you have not yet allocated overhead for the current period, select this check box to have Vision use estimated overhead amounts.
If you select this check box, Vision displays
Estimate Overhead at the top of the report.
|
| Page Break by Project
|
Select this check box to begin a new page each time the project changes.
|
| Show Budget Balance When No Budget
|
Select this check box to display the difference between the budget and project-to-date billing or cost amounts even if there is no budgeted amount. The result is a negative amount unless the project-to-date amount is also zero or is a negative amount.
|
| Round to Whole Amounts
|
Select this check box to round all hours and amounts to whole numbers.
|
| Print Final Totals
|
Select this check box to display totals for amount columns for the report as a whole.
|
| Report at
|
Select one of the following rate options:
-
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 (). If you generate the report at billing rates, the overhead line does not display.
-
Cost — Select this option to display monetary amounts at cost rates. The
Labor Cost Rates/Amounts option on the Accounting tab of the Roles form determines your access to labor cost rates and amounts when you preview or print reports.
-
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 ().
|
| Report in
|
Multicurrency only
If
Report at is
Cost or
Burden, indicate in which of the following types of currency you want Vision to display monetary amounts:
If
Report at is
Billing, this option is disabled and the currency is based on the
Use billing currency not Project currency option on the Reporting tab of the Accounting System Settings form. When that option is selected, the report displays amounts in the project's billing currency. When that option is not selected, the report displays amounts in the project currency.
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| Print Project Info
|
Select this option to include, for each project on the report, data from the project record.
|
| Print User Defined Fields
|
If you select this option, up to 15 user-defined fields appear in the project information section of the report. Non-memo fields print first, in columns, followed by memo fields (which take the entire width of the report).
|
| Print Project Memo
|
Includes notes specified for the project record, as entered in the
Memo field on the General tab of the Project Info Center.
|
| Print Financial Analysis
|
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.
|
| 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 ().
|
| 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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