| Field | Description |
|---|
|
Project
|
This column displays the
project number.
|
|
Project Name
|
This column displays the name of the
project.
|
|
Phase
|
This column displays the
phase number.
|
|
Phase Name
|
This column displays the name of the
phase.
|
|
Task
|
This column displays the
task number.
|
|
Task Name
|
This column displays the name of the
task.
|
| <Period Scale> Plan <Format>
|
These columns display the hours, amounts, percentages, or alerts for the periods specified in
Period Scale.
The name and contents of these columns depend upon your selections in
Period Scale and
Format on the General tab of the Options dialog box.
For example, if you select
Monthly in
Period Scale and
Revenue in
Format, the column name on the Columns tab is
Monthly Plan Revenue, and the period columns display monthly forecasted revenue amounts.
|
|
Employee Number
|
This column displays the
employee number.
|
| Resource Name
|
This column displays the
employee's name or the generic resource name.
|
| Labor Category
|
This column displays the labor category to which the
employee or generic resource is assigned (for example,
Principal or Structural Engineer).
|
| Generic Resource Code
|
This column displays the code for the generic resource.
|
| Generic Resource Description
|
This column displays the description of the generic resource.
|
| Plan Number
|
This column displays the plan number.
|
| Plan Name
|
This column displays the plan name.
If the Resource Planning module is activated, but the Accounting module is not activated, this drop-down list can display up to 17 planning levels. Note that if the maximum plan level selected is greater than the levels a
project has, this report will display only those levels down to the
project's lowest level. For example, if you choose to see 17 levels but the project only has 5, the report will list all the levels up to level 5 only for the project, not through level 17. There will just be one column for plan level columns 4-17 and it will display the plan level name. We don't have a plan level number to display for these columns.
|
| Prior Plan <Format>
|
This column displays the hours or amounts dated prior to the date that you specify in
Start Date on the General tab.
The name and contents of this column depends on your selections in
Format on the General tab.
For example, if you select
Revenue in
Format, the column name is
Prior Plan Revenue, and the column displays the sum of the forecasted revenue amounts for periods prior to the start date for the report.
|
| Plan <Format> Beyond
|
This column displays the hours or amounts dated after the last period displayed on the report.
The name and contents of this column depends on your selections in
Format on the General tab.
For example, if you select
Revenue in
Format, the column name is
Plan Revenue Beyond, and the column displays the sum of the forecasted revenue amounts for periods after the last period on the report.
|
| Total <Period Scale> Plan <Format>
|
This column displays the total hours or amounts for all of the period columns displayed on the report.
For example, if the report has six monthly columns, and the sum of the revenue amounts in those columns for a report row is 750.00, this column displays
750.00 for that row.
The name and contents of this column depends on your selections in
Period Scale and
Format on the General tab.
For example, if you select
Monthly in
Period Scale and
Revenue in
Format, the column name is
Total Monthly Plan Revenue, and the column displays the sum of the monthly forecasted revenue amounts displayed on the report.
|
| Total Plan <Format>
|
This column displays the total hours or amounts for the plan, regardless of the reporting periods displayed on the report.
The name and contents of this column depends on your selections in
Format on the General tab. For example, if you select
Revenue in
Format, the column name is
Total Plan Revenue, and the column displays the total forecasted revenue for the plan.
|
