Project Planning Performance Options Tab

Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, consultant expenses, and units.

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 check box to include hours from unposted timesheets. DPS includes hours from the following:
  • 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 check box 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.

For Plans Budgeted at Cost and Billing, Use: You can budget a plan at both cost rates and billing rates. Select the type of rates used to calculate amounts on the report.
Show Labor Detail Select this check box to display labor detail.
Sort Labor Resource By If you select Show Labor Detail, select one of the following sort options for named resources and generic resources:
  • Named Resource, Generic Resource: The report displays named resources (employees) in alphabetical order, and then it displays generic resources in alphabetical order.
  • 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.
Show Other Direct Expense Detail Select this check box to display detail for other direct expenses.
Show Direct Consultant Detail Select this check box to display detail for direct consultant expenses.
Show Other Reimb Expense Detail Select this check box to display detail for other reimbursable expenses.
Show Reimbursable Consultant Detail Select this check box to display detail for reimbursable consultant expenses.