Project Planning Schedule

The Project Planning Schedule report displays project plan schedules, based on the task levels in the plan. Your selection in Maximum Task Level on the General tab of the Options dialog box determines the level of detail the report displays. You have the option to display a Gantt chart for each plan.

Access to Labor Cost Information

The Labor Cost Rates/Amounts option on the Accounting tab of the Roles form (Configuration > Security > Roles) determines your access to actual labor cost rates and amounts when you preview or print Planning reports. In some cases, it also determines your access to planned labor costs.

Sort and Group by Custom Fields

You can sort and group information on this report by custom fields for the top project of a plan.

Non-Work Days

When it calculates a plan's hours, cost amounts, or billing amounts, Vision takes into consideration the company's non-work days specified on the Holiday Configuration form (Configuration > General > Holiday Calendar).

When it prorates values and calculates standard hours, Vision takes into consideration the non-work days specified on the Holiday Configuration form for the company that was active when the plan was created.

If hours or amounts are posted to a span of non-work days or holidays and those non-work days fall completely within the start and end dates of a period column on the report, they are included on the report for that period. If the non-work days do not completely fall within a period column on the report (for example, if they fall within more than one report period), the proration process may exclude them from the report.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.