Budget Worksheet General Tab

Use the General tab to select report options for the Budget Worksheet report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
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). A phase total is the total of all occurrences of that phase across the base project. A task total is the total of all occurrences of that task across the base project. 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.
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 (Configuration > Accounting > System Settings). Cost — Select this option to display monetary amounts at cost rates. This option is only available if the Reporting at burdened rates option is not selected on the Accounting System Settings form (Configuration > Accounting > System Settings). 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 (Configuration > Accounting > System Settings). If you are using the Multicurrency feature, your selection in the Report at field determines the type of currency used on the report. If Report at contains Cost or Burden, Vision displays amounts in the project currency. If Report at contains Billing, 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 amounts are displayed in the project's billing currency. When Use billing currency not Project currency is not selected, the amounts are displayed in the project currency.