Use the General tab to select report options for the Fee Remaining report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Exclude Completed Projects/Phases/Tasks
|
Select this check box if you do not want completed projects, phases, or tasks included in the Fee Remaining report. A project with phases or tasks is completed only if all items at lower levels of the work breakdown structure (WBS) are completed.
|
| Print Project/Phase/Task Info
|
By default, the report has four columns:
Fee,
Percent Complete,
Previous Fee, and
Fee Remaining.
Select this check box to display the following additional information for each project, phase, and task:
-
Principal
-
Client
-
Compensation
-
Project Manager
-
Revenue Type
-
Total Job-to-Date Billed
-
Supervisor
-
Fee Method
-
Fee Job-to-Date Billed
-
Fee Basis
|
| Exclude Previously Billed
|
Select this check box if you do not want the report to include previously billed amounts or percentages for projects that have billing schedules.
|
| Scheduled Billing Date Range
|
Use this option to specify a range of scheduled billing dates to include in the report.
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