Settings Tab

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Module:  Utilities    

Applet:  PM Report Designer    

Tab:  Settings

 


Description: The Settings Tab

 

Settings Tab descriptions Below

Utilities_PMReportDesignerSettingsTab

Organizational Units

 

No Org - When checked projects owning org unit is not used as a filter

 

Org Path - When entered, projects owned by this org path are included.

 

Include Org Children - When checked, projects owned by children of the entered org path are included.

 

Org Code/Level - When checked, projects with the same org code at the same level as that entered in the next two fields are included.

 

Org Code - Org code to include

 

Org Level - Org level to include

 

Activity

 

Check For Activity - When checked, only projects with activity as specified in the following options are included.

 

Cost Transactions - When checked, only cost transactions are evaluated.

 

All Transactions - When checked, all transactions from all journals are evaluated.

 

Start Date - Start date for activity checking.

 

End Date - End date for activity checking.

 

Includes

 

Unsubmitted Time - When checked, unsubmitted time is included.

 

Unapproved Time - When checked, unapproved time is included.

 

Grand Total - When checked, report grand total will print.

 

Roll Up Nodes - When checked, project roll-up nodes will print.

 

Work Breakdown Structure - When checked, project WBS below the bill terms project will print.

 

Date Range Evaluation Methods Non-Labor

 

Transaction Date - When checked, the transaction date is used for date range evaluation of non-labor transactions.

 

G/L Period End Date - When checked, the transaction period end date is used for date range evaluation of labor transactions.

 

Date Range Evaluation Methods Labor

 

Transaction Date - When checked the transaction date will be used for date range evaluation of labor transactions.

 

G/L Period End Date - When checked the transaction period end date will be used for date range evaluation of labor transactions.

 

Print Expanded - Project Management reports use drill down and are rendered in a collapsed mode. However, when Print Expanded is checked, all drill downs are expanded. To see the details within the drill down areas in a printed hard copy of the report, check this option.

 

View Data - To export the raw data of the report to Excel without including headers, footers, and grouping areas (i.e., a two-dimensional listing), click on the View Data button to achieve this. The report data will appear in a grid that can then be exported.