Project Planning Schedule Options Tab

Use the Options tab to indicate if you want to review labor schedules or compensation schedules, include Gantt charts for plans, and limit the tasks and resources included.

Contents

Field Description
Labor Select this option to generate the report for labor schedules.
Compensation Select this option to generate the report for compensation schedules.
Show Gantt Chart Select this check box to display a Gantt chart for each plan.
Only Include Tasks with Planned Numbers

If you select this check box, the report includes only those tasks that have one or more of the following

  • Planned hours

  • Planned expense cost

  • Planned consultant cost

This option is only available if you select the Show Gantt Chart option.

Show User Entered Cost % Complete Select this check box to display the user-entered percent complete based on cost.
Show User Entered Bill % Complete Select this check box to display the user-entered percent complete based on billing.
Include Detail Planned Hours

Select this check box to display the planned hours in detail lines.

If you do not select this option, the report only displays the Gantt chart for each plan schedule.

Only Include Resources with Planned Numbers If you select Include Detail Planned Hours, select this check box to include only those resources that have planned labor hours.
Sort 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.

  • 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 Total Compensation

Select this check box to display total compensation amounts. Vision calculates total compensation as follows:

Compensation + Direct Consultant Fee + Reimbursable Allowance

This check box is only available if you select the Compensation option to generate the report for compensation schedules.

Show Compensation If you select the Compensation option to generate the report for compensation schedules, select this check box to display the total expected compensation for direct labor and direct non-consultant expense.

If you select Show Direct Labor Fee, Show Direct Expense Fee, or both, this option is not available.

Show Direct Labor Fee If you select the Compensation option to generate the report for compensation schedules, select this check box to display the expected compensation for direct labor.

If you select Show Compensation, this option is not available.

Show Direct Expense Fee If you select the Compensation option to generate the report for compensation schedules, select this check box to display the expected compensation for direct non-consultant expense.

If you select Show Compensation, this option is not available.

Show Direct Consultant Fee

If you select the Compensation option to generate the report for compensation schedules, select this check box to display expected reimbursable consultant fees.

These amounts include any markups on consultant professional services.

Show Reimbursable Allowance If you select the Compensation option to generate the report for compensation schedules, select this check box to expected reimbursable allowance amounts.

If you select Show Reimbursable Expense Fee, Show Reimbursable Consultant Fee, or both, this option is not available.

Show Reimbursable Expense Fee If you select the Compensation option to generate the report for compensation schedules, select this check box to display the expected reimbursable non-consultant expense fees.

If you select Show Reimbursable Allowance, this option is not available.

Show Reimbursable Consultant Fee If you select the Compensation option to generate the report for compensation schedules, select this check box to display the expected reimbursable consultant expense fees.

If you select Show Reimbursable Allowance, this option is not available.

Use Amounts in If you select the Compensation option to generate the report for compensation schedules, select Cost or Billing to indicate whether you want the report to display compensation amounts in the plan's cost currency or billing currency.
Decimal Setting

Select the number of decimal digits to display for amounts.

If you select the Labor option at the top of the Schedule group box, select one of the following:

  • No Decimal — The report displays numbers without decimal digits (12).

  • 1 Digit — The report displays numbers with one digit to the right of the decimal point (12.1).

  • 2 Digits — The report displays numbers with two digits to the right of the decimal point (12.13).

If you select the Compensation option at the top of the Schedule group box, select one of the following:

  • No Decimal — The report displays amounts without decimal digits (12).

  • Currency — The report displays amounts with the number of decimal digits specified for the currency in the Currency Configuration form.