Labor Resource Planned and Actuals General Tab

Use the General tab to select report options for the Labor Resource Planned and Actuals report and to save sets of options for reuse.

Contents

Field Description
Report Name You can change the default report name.
Format

Select the type of data the report displays for each employee:

  • Hours

  • Cost Amount

  • Billing Amount

Your access to labor cost rates and amounts may be restricted by role security.

Period Scale

Select one of the following period scales.

  • Daily

  • Weekly

  • Bi-Weekly — A two-week period.

  • Semi-Monthly — One semi-monthly period runs from the first to the fifteenth of the month. The second semi-monthly period runs from the sixteenth to the end of the month.

  • Monthly

  • Accounting Period

  • Quarterly

  • Yearly

For example, if you want the report to display monthly totals of hours or amounts, select Monthly.

Start Day of the Week

If you select Weekly or Bi-Weekly in Period Scale, select the starting day of the week.

The default selection is the day specified in Starting Day of Week on the Plan Settings form (Configuration > Planning > Plan Settings).

Range

Select the number of reporting periods to display. The maximum number is 20.

This option determines the number of periods, and the Period Scale option determines the type of period. For example, if you select Monthly in Period Scale and 6 in Range, the report displays data for six monthly periods.

Decimal Setting

Select the number of decimal digits to display for hours or amounts.

If you select Hours in Format, your options are the following:

  • No Decimal — The report displays the number of hours without decimal digits (12).

  • 1 Digit — The report displays the number of hours with one digit to the right of the decimal point (12.1).

  • 2 Digits — The report displays the number of hours with two digits to the right of the decimal point (12.13).

If you select Cost Amount, Billing Amount, or Revenue in Format, your options are the following:

  • No Decimal — The report displays amounts without decimal digits (12).

  • Currency — The report displays amounts with the number of decimal digits specified for the currency in the Currency Configuration form.

If the Format option is set to Alerts or Percentage, this option is not available.

Column Width Enter the width of the data columns in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab of the Options dialog box.
Start Date

Select the starting date for the data on the report:

  • Today — The report displays data starting with the current date.

  • Specific Date — The report displays data starting with the date you specify. Enter the date, or click and select the date.

Exclude Non-working Days

If you select Daily in Period Scale, select this check box if you do not want the report to display reporting period columns for the non-work days specified in the company calendars on the Holiday Configuration form (Configuration > General > Holiday Calendar).

The primary purpose of this option is to reserve space on the report for work days.

Only include plans marked for Utilization and Project Reports

If you select this option, the report includes only those plans that you select in the Plan Lookup dialog box for which the Include in Utilization and Project Reports option is selected on the General tab of the Project Planning form.

If you do not select this option, the report includes all plans that you select in the Plan Lookup dialog box.

Parent Topic: Labor Resource Planned and Actuals