Field | Description |
Include All Employees
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Select this check box to include all active employees on the report. If you do, the report includes employees not budgeted in plans and employees whose budgeted hours do not fall within the periods reported on.
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Include Budgeted Employees
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Select this check box to include employees (named resources) budgeted in plans. To include selected employees, click
to display the Employee Lookup dialog box and select those employees.
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Include Labor Category Generic Resources
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Select this check box to include generic resource categories (for example, an architect or a geologist). To include selected generic resources, click
to display the Lookup dialog box and select those resources.
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Include Labor Code Generic Resources
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Select this check box to include generic resources based on labor codes. To include selected generic resources, click
to display the Lookup dialog box and select those resources.
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Include Tasks with no Resources Assigned
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Select this check box to include tasks that have no named resources or generic resource categories assigned.
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Use Organization from
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Indicate if you want the report to use the employees' organizations, the projects' organizations, or the plans's organizations.
When you group the report by organization or by an organization level, Vision groups by the employee organizations, project organizations, or plan organizations, based on your selection in this field.
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Include Employee Skill
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To restrict the employees included on the report to those with a particular skill, select the skill. The report only includes employees for whom the selected skill is listed on the Experience tab of the Employee Info Center.
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Project Lookup
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To generate the report for selected projects, click
to display the Project Lookup dialog and select the projects. If you do not select projects, the report includes all projects unless they are excluded based on other report options.
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Show Graph
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Select this check box to include a graph of one of the following types of data for each employee:
-
If you select
Hours in
Format, Vision graphs forecasted hours.
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If you select
Cost Amount in
Format, Vision graphs forecasted cost amounts.
-
If you select
Billing Amount in
Format, Vision graphs forecasted billing amounts.
-
If you select
Revenue in
Format, Vision graphs forecasted revenue amounts.
If you select
Percentage or
Alerts in
Format or if you select
Exclude Non-working Days, this option is not available.
Limiting the Number of Employees
If the graph is difficult to read because the report includes too many employees, use the employee lookup for the
Include Budgeted Employees option to select a smaller group of employees.
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Height (Inches)
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If you select
Show Graph, enter the height of the graph in inches.
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