Engagement Report - Parameters


Parameter

Description

Engagement

Choose an engagement from the drop-down menu, or press the Lookup button to locate the engagement from the Find Engagement form. Projector will remember the most recent 20 selected engagements in the drop-down.

Use Actuals Through

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

Currency

Choose the currency in which monetary values will be reported.

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 to include hours 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 projectionsUsed 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.

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.

Search String

Enter search items to query against client, project, project manager, project stage, resource, department and title. It is possible to do both "or" and "and" searches in the report, but the functionality is limited (there is no way to group expressions with parentheses). Use the "|" character between items to mean "or", a set of space-separated tokens means "and", with no implied order.