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| Checkbox | Description |
|---|---|
Include billable engagements only | Exclude time and cost from non-billable engagements types |
Include requested hours in projections | The report always includes booked hours. If checked, the report will replace booked hours with current requested hours where the two are different. |
Include unapproved hours in actuals | Include hours submitted but not yet approved or rejected in the actuals. |
Include unapproved expenses in actuals | Check to include expenses submitted but not yet approved or rejected. |
Include timeoff and holidays | Include timeoff and holiday hours. Note that this can only be selected when the Cost Center option "Include resources in" is selected. |
Show only unnamed bookings | Display only bookings that are not yet assigned to a specific resource. This excludes any named bookings or cost-related items from the results. |
Use whole-day RDC for actuals | Used when you have numbers in your report based on RDC like Resource Direct Cost, Margin, and Profitability. When on, the amount you pay a resource is calculated by their typical pay in a given day instead of the number of hours they worked. This becomes important if you have resources that work more than or less than their typical hours, thus understating or overstating their cost. This is often ON for actuals because you can fairly divide cost across projects for historical numbers. |
| Use whole-day RDC for projections | Used when you have numbers in your report based on RDC like Resource Direct Cost, Margin, and Profitability. When on, the amount you pay a resource is calculated by their typical pay in a given day instead of the number of hours they worked. This becomes important if you have resources that work more than or less than their typical hours, thus understating or overstating their cost. This is often OFF for projections because in the event a resource is only partially booked (say 1 hour on 1 project) that 1 hour gets inflated to 8 a full work day. Suddenly the resource appears very costly. |
Exclude temporary workers | Removes data in the report due to temporary workers. |
Factor projected data | Check to factor each project's projected data by the percent likelihood specified on the project. If you are using Salesforce estimates, please see Project Stage Editor for information about how they are applied to projected data. |
Exclude pass-through costs | With this box checked the report will not include any ODC with a passthrough expense type. |
Include all roles on open projects | Check this box to include all project roles in the report, including roles with no activity within the reporting period. Requires you bring at least one row field from the Roles subsection. If you don't have any role data in the report output, then there is no way to include an empty row of data for roles. |
| User projections instead of estimatesUser projections instead of estimates | This is a very rarely used option. When ticked, Projector will always use projected hours when compiling the report. When unticked it will use either projections OR estimates. Which one depends on the project stage setting Base Projections On. |
Lower Section
Lower Section field descriptions
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