Use the General tab to select report options for the Unbilled Detail and Aging report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Project Base Rollup
|
Use
Project Base Rollup to summarize the report information for projects that use some common numbering scheme. For example, if the first five characters of your project number represent a master contract, you can consolidate, or roll up, information for all projects that have a common master contract number.
The
Project Base Rollup slider box displays the number of characters in your project numbers. For example, if your firm uses a 10-digit project number, the slider box displays
1234567890. A project number can also include up to two delimiters (for example, 12-345.67890).
You can roll up the base project and still display information by phase or task. If you do, note the following:
To roll up project numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
| Subtotal or Summarize on Base Number
|
If you set a project base rollup, use the field immediately below
Project Base Rollup to select how you want Vision to display the project data:
-
Subtotal on Base Number
-
Summarize on Base Number
|
| Phase Base Rollup
|
Use
Phase Base Rollup to summarize the report information for phases that use some common numbering scheme. The
Phase Base Rollup slider box displays the number of characters in your phase numbers. For example, if your firm uses a 7-digit phase number, the slider box displays
1234567. A phase number can also include one delimiter (for example, 12345.12).
You can roll up the base phase and still display information by task. If you do, note that a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project.
To show only phases and tasks, use the
Project Base Rollup option slider to cover the project number completely.
To roll up phase numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
| Task Base Rollup
|
Use
Task Base Rollup to summarize information for tasks that use some common numbering scheme. For example, if the first two characters of your task number represent a department, you can consolidate, or roll up, information for all tasks that have a common department number. The
Task Base Rollup slider box displays the number of characters in your task numbers. For example, if your firm uses a 3-digit task number, the slider box displays
123.
This task base rollup is available only if you use tasks.
To show only tasks on the current report, use the
Project Base Rollup slider and
Phase Base Rollup slider to cover the project number and phase number completely.
To roll up task numbers, drag a slider to cover the characters that you want rolled up. You can drag a slider from the left side of the slider box, the right side, or both sides.
|
