Field | Description |
Resource Organization Grouping
|
Select the resource organization grouping for the report. This drop-down list displays all enabled organizational levels.
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Lowest Level of Detail Shown
|
Select the lowest level of detail for the data section of the report.
Vision automatically selects the sorting and grouping criteria based on your selection here. For example, if the you select
Phase in
Lowest Level of Detail Shown, Vision selects the organization level selected in
Resource Organization Grouping,
Resource,
Plan,
Project, and
Phase as sorting and grouping criteria.
This option does not apply to the graph.
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Include
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For the
Resource Supervisor,
Labor Category, and
Primary Resource Skill criteria, select
Include for a criterion to include it in the sort. Click
and
to change the order of these three criteria.
To select the other criteria, select an option in
Lowest Level of Detail Shown. Vision then selects that criterion and all higher level criteria. You cannot change the order of the criteria that Vision selects.
|
Sort/Group By
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The
Sort/Group By column lists the criteria by which you can sort data on the report.
For the
Resource Supervisor,
Labor Category, and
Primary Resource Skill criteria, select
Include for a criterion to include it in the sort. Click
and
to change the order of these three criteria.
To select the other criteria, select an option in
Lowest Level of Detail Shown. You cannot change the order of the other criteria.
|
Using
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From the drop-down list, select a setting for the sorting basis:
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Label
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Use this column to enter the label that is displayed on the report for the sort criterion. You can change the default label.
|
Color
|
Use
Color to select the color of the sort band for each sorting level.
Click in the
Color column for a sort criterion. and then click the color you want.
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Sort (ascending/ descending)
|
In the
Sort column, specify whether Vision sorts data in ascending or descending order.
Click the
Sort column for a sort criterion and select one of the following:
-
Ascending — Sort the data in ascending numerical order (for example, 00001.00, 00002.00, 97001.00, 98001.00) or alphabetical order (from A to Z).
-
Descending — Sort the data in descending numerical order (for example, 98001.00, 97001.00, 00002.00, 00001.00) or alphabetical order (from Z to A).
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Collapse/Expand
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You can set up group levels so that you can collapse and expand the groups at that level to display or hide the sub-groups and detail rows when you preview the report. If you print the report from the Preview window, the groups are expanded or collapsed just as they are in the Preview window.
Note: This option is not available for the
Resource grouping level and for levels below
Resource.
In
Collapse/Expand for the sorting and grouping criterion, select one of the following:
-
Disabled — The report displays all data for the group, and you do not have the option to collapse or expand it.
-
Collapsed — If you preview the report, you can expand and collapse the group to show or hide sub-groups and detail rows. By default, all groups at this grouping level are collapsed when you first display the report in the Preview window. If you print the report from the
Reports grid, those groups are collapsed on the report.
-
Expanded — If you preview the report, you can expand and collapse the group to show or hide sub-groups and detail rows. By default, all groups at this grouping level are expanded when you first display the report in the Preview window. If you print the report from the
Reports grid, those groups are expanded on the report.
Note: If you search for text in a previewed report, the search only finds the target text if it is visible when you do the search. It does not find data that is hidden in collapsed groups.
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Line Separator
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The
Line Separator option is not available for this report.
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Page Break
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Select
Page Break if you want a new report page each time that the sort value changes.
For example, if you select
Page Break for the
Resource Organization sort criterion, Vision begins printing the information for each of the organizations at the top of a new page.
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Subtotal
|
Select
Subtotal to display a subtotal line.
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Heading
|
Select
Heading to display the new sort value as a heading label each time the sort value for the criterion changes.
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Page Heading
|
Select
Page Heading if you want group headings repeated on subsequent pages when data for the group spans more than one page.
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Left margin indent for groups
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Use
Left margin indent for groups to specify the number of inches from the left margin to indent data for the sorting group.
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