Employee Labor Summary General Tab

Use the General tab to select report options for the Employee Labor Summary report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Select Time Frame/Select Specific Labor Posting Select one of the following from the drop-down list in the Options group box:
  • Select Time Frame — Select this option to generate the report for a period you specify in Time Frame. If you select this option, Vision takes into consideration the holidays and non-working days specified for the employee on the Holiday Configuration form when it calculates regular hours.

  • Select Specific Labor Posting — Select this option to generate the report for specific labor posting runs. Click Select Specific Labor Posting to display the Labor Posting Logs dialog box and select the posting run.

Time Frame If you selected Select Time Frame, specify the period for the report:

Period

Select a setting from the drop-down list:

  • Current — The report shows data for the accounting period that is currently open.

  • Year-to-date — The report shows data for the current fiscal year through the current accounting period.

  • Job-to-date — The report shows data from the beginning of the project through the current accounting period.

Period Range

Specify a range of accounting periods. You can select accounting periods from the drop-down lists, or you can enter them in mm/yyyy format.

Date Range

Enter the start and end dates of the range, or click the calendar icons and select the dates.

Select Specific Labor Posting button If you selected Select Specific Labor Posting, click this button to display the Labor Posting Logs dialog box and select the posting run for which you want to generate the report.

The Labor Posting Logs dialog box lists all timesheet, labor adjustment, and billing labor transfer posting runs for the current period. To select posting runs, do the following:

  • To select a single posting run, click it.

  • To select multiple posting runs in consecutive rows, hold down SHIFT while you click the first posting run and last posting run in the group.

  • To select multiple posting runs that are not in consecutive rows, hold down CTRL while you click each of the posting runs.

If you save the report options, Vision does not save the labor posting run selections.