Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, and consultant expenses.
Contents
Some options are unavailable if the Resource Planning application is activated, but the Accounting module is not activated.
| Field | Description |
|---|
| Include Unposted Actual Labor
|
Select this option to include hours from unposted timesheets:
- Unposted timesheet transaction entry files
- Timesheets that are in progress or submitted, but not posted
DPS uses extensions for cost and billing rates to calculate unposted labor amounts when timesheets are saved.
This option is not available if the Resource Planning module is activated, but the Accounting module is not activated. It is assumed that you are only importing posted actual values.
|
| Include Committed PO Expenses
|
Select this option to include as expenses any amounts committed to approved purchase orders. If you include committed expenses, you can see major upcoming costs that affect a project’s bottom line. This option is not available if the Resource Planning module is activated, but the Accounting module is not activated. It is assumed that you are only importing posted actual values.
|
| Labor Detail
|
Select one of the following options for displaying labor detail:
-
With Detail: For each task, the report displays detail for all resources assigned to the plan.
-
No Detail: The report does not display detail for resources.
|
| Sort Labor Resource by
|
Select one of the following sort options for named resources and generic resources:
-
Saved Sequence: Resources are displayed in the order they are saved in the plan.
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Named Resource, Generic Resource: The report displays named resources (employees) in alphabetical order, and then it displays generic resources in alphabetical order.
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Generic Resource, Named Resource: The report displays generic resources in alphabetical order, and then it displays named resources (employees) in alphabetical order.
-
All Resources by Name: The report displays all resources in a single alphabetical sequence.
|
| Expense Detail
|
Select one of the following options for displaying expense detail:
-
With Detail: For each task, the report displays detail for all expense accounts associated with the plan.
- No Detail: The report does not display detail for expenses.
|
| Reimbursable/Direct Expense Account Breakout
|
Select this check box to group the transaction detail by reimbursable and direct expense accounts. For example, you might see something like this:
|
| Consultant Detail
|
Select one of the following options for displaying consultant detail:
-
With Detail: For each task, the report displays detail for all consultant expense accounts associated with the plan.
-
No Detail: The report does not display detail for consultant expenses.
|
| Reimbursable/Direct Consultant Account Breakout
|
Select this check box to group the transaction detail by reimbursable and direct consultant expense accounts.
|
