Engagement Portfolio Report - Parameters

Exclude closed engagements with all project end dates prior to

If an engagement was closed prior to the chosen time it is not included in the report. An engagement is closed on the specified day if it is after the end date of all of its projects.

Use Actuals Thru

The report will include actual (historical) data through and including this time period. The report will include projected data after this time period.

Cost Center

Include an engagement only if it is in or beneath the chosen cost center.

Currency

Choose the currency in which monetary values will be reported.

Include billable engagements only

Exclude engagements whose engagement type is not one of the billable 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

Check this box to include hours that have been submitted but not yet approved or rejected.

Include unapproved expenses in actuals

Check to include expenses submitted but not yet approved or rejected.

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.

Exclude pass-through costs

With this box checked the report will not include any ODC with a passthrough expense type

Factor projected data

Check to factor each project's projected data by the percent likelihood specified on the project.