General Tab of Options Dialog Box

Use the General tab to select the budget source and select the actuals rate for project information.

Contents

Field	Description
Budget Source	If your firm uses Vision's Planning application, you can select the source of budgeted amounts: Budget Worksheet — The budget worksheet in the Accounting application. Project Planning — A mapped plan in the Project Planning application.
Basis for Planning Calculations	This option sets the date when Project Planning is selected as your Budget Source. Select one of the following settings: Today's Date — Based on the current date. Period End Date — Based on the last day of your firm's current accounting period. Specific Date — Based on a date you enter here. You can enter the date or select it from a calendar. (The default is today's date.)
Show Cost Analysis	Select the rate used to calculate the actuals displayed on the Project Review form: At Cost or At Burden.
Estimate Overhead	If this field is selected, overhead is estimated according to the settings in Overhead Configuration, for the period in which Overhead Allocation has not yet been run.
Include Unposted Time	If this field is selected, then timesheet entries that are not yet been posted will be included.
Exclude Reimbursable Expenses	Select this option to exclude reimbursable expenses from the Project Review form.
Exclude Reimbursable Consultant Expenses	Select this option to exclude reimbursable consultant expenses from the Project Review form.
Exclude Direct Expenses	Select this option to exclude direct expenses from the Project Review form.
Exclude Direct Consultant Expenses	Select this option to exclude direct consultant expenses from the Project Review form.