Engagement Portfolio Report - Parameters
Parameter | Description |
---|---|
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. |
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 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. |