Project Progress General Tab

Use the General tab to select report options for the Project Progress report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities in the Activity Manager when you generate the report, select this check box. DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time. DPS creates an activity for each record included on the report.
Project Base Rollup	Use this option to summarize information for projects that use a standard numbering system. For example, if the first five characters of your project number represent a master contract, you can summarize (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 you use 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). A phase total is the total of all occurrences of that phase across the base project. A task total is the total of all occurrences of that task across the base project. 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 this field to select how you want DPS to display the project data: Subtotal on Base Number: Select this option to display a group header at the beginning of each group of projects that matches the base rollup and then list each project in full detail. After the last project in the group, the report displays a group total. Summarize on Base Number: Select this option to display totals for each group but no project detail.
Phase Base Rollup	Use this option to summarize report information for phases that use a standard numbering system. The Phase Base Rollup slider box displays the number of characters in your firm’s phase numbers. For example, if you use 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. When you do, 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 display only phases and tasks, use the Project Base Rollup 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 this option to summarize information at the task level for tasks that use a standard numbering system. This option is only available if you use tasks. The Task Base Rollup slider box displays the number of characters in your firm’s task numbers. For example, if you use a 3-digit task number, the slider box displays 123. This option works in the same way as the project and phase rollup options. For example, if the first two characters of your task number represent a department, you can roll up information for all tasks that have the same department number. To show only tasks, use the Project Base Rollup and Phase Base Rollup sliders 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.
Estimate Overhead	If you want to generate a report that displays overhead but you have not yet allocated overhead for the current period, select this check box to use estimated overhead amounts. If you select this check box, DPS displays Estimate Overhead at the top of the report.
Page Break by Project	Select this check box to begin a new page each time the project changes.
Show Budget Balance when No Budget	Select this check box to display the difference between the budget and project-to-date billing or cost amounts even if there is no budgeted amount. The result is a negative amount unless the project-to-date amount is also zero or is a negative amount.
Round to Whole Amounts	Select this check box to round all hours and amounts to whole numbers.
Final Totals	Select this check box to include a line at the end of the report that displays totals for all amount columns.
Report At	Select one of the following rate options: Billing: Select this option to display monetary amounts at billing rates. This option is only available if the Enable Reporting at Billing Rates option is selected in Labor Options Settings. Cost: Select this option to display monetary amounts at cost rates. This option is only available if the Enable Reporting at Burdened Rates option is not selected in Labor Options Settings. Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the Enable Reporting at Burdened Rates option is selected in Labor Options Settings.
Report In	If Report At is Cost or Burden, select the currency in which to display monetary amounts: Project currency Billing currency Project's functional currency If Report At is Billing, this option is disabled and the currency is based on the Use Billing Currency not Project Currency option in Settings > Accounting > Labor Options. When that option is selected, the report displays amounts in the project's billing currency. When that option is not selected, the report displays amounts in the project currency.
Print Project Information	Select this option to include, for each project on the report, data from the project record.
Print User Defined Fields	If you select this option, up to 15 user-defined fields appear in the project information section of the report. Non-memo fields print first, in columns, followed by memo fields (which take the entire width of the report).
Print Project Memo	Includes notes specified for the project record, as entered in the Memo field on the General tab of the Projects form.
Print Financial Analysis	Select this check box to print financial analysis information for each work breakdown structure (WBS) level for the current period, the year to date, and the job to date. The information is similar to data available on the Office Earnings Report. The values in the Spent column in the Financial Analysis sections are affected by the following options on the Labor & Expense tab: Include Committed Purchase Order Expense, Print Unposted Labor, and Print Reimbursable Consultant Expenses.
Report At	Select one of the following rate options for the Financial Analysis sections: Billing: Select this option to display monetary amounts at billing rates. This option is only available if the Enable Reporting at Billing Rates option is selected in Settings > Accounting > Labor Options). Cost: Select this option to display monetary amounts at cost rates. Burden: Select this option to include overhead amounts in labor cost amounts. This option is only available if the Enable Reporting at Burdened Rates option is selected in Labor Options Settings.
Report In	If Report At is Cost or Burden, select the types of currency in which to display monetary amounts in the Financial Analysis sections: Project currency Billing currency Project's functional currency If Report At is Billing, you cannot set this option. The currency is based on the Use Billing Currency not Project Currency option in Labor Options Settings: When that option is selected, the report displays monetary amounts in the project's billing currency. When that option is not selected, the report displays monetary amounts in the project currency.