Report parameters

On the right side of your report is a pane of parameters. With them, you can customize the information that the document will include.

Click the arrow on the top-right corner of the pane to expand and collapse the report parameters.

Following is a list of every report parameter in Contractor Essentials. The available parameters vary depending on the report.

Parameter Description
Cost Decimal Places

Enter the number of decimal places to show for estimated costs.
Cost Level Change the amount of detail the report shows for indirect costs. The cost levels in a proposal are determined by its pricing model.
Disclosure Format

Specify how much cost data to show in the report.

  • Cost (Input): Show the estimated resource hours, units, and cost entered in the proposal.
  • Direct Cost: Show direct cost totals, along with the estimated resource hours and units entered in the proposal.
  • Total Price: Show price totals, along with the estimated resource hours and units entered in the proposal.
Equivalent Heads Decimal Places

Enter the number of decimal places to show for estimated equivalent heads.
Filter

Use specific PBS, task and resource properties to filter the report. For example, a filter for labor resources is expressed like this: [ResourceType] = 'Labor'.

It is recommended that you use the filter editor to set up the filter expression (or formula) instead of typing it here. Click to open the filter editor.
Fiscal Year Period Select the fiscal year period for the report data. This can be the same as the proposal's fiscal year period, or it can be different.
Hours Decimal Places

Enter the number of decimal places to show for estimated hours.
Include Travel Settings

Show the proposal’s travel settings at the top of the first page. The settings come from the travel rate table and Configuration proposal settings.
Page Numbering

Select the page number format of the report.
Print BOE Text

Show the basis of estimate associated with the PBS and tasks.
Print Currency Symbol

Show a currency symbol for estimated costs.
Print Equivalent Heads

Show resource estimates as equivalent heads.
Print Rental Car Summary

Summarize the quantities and costs of the daily, weekly, and monthly rental car expenses in a separate row. Under the Cost Element column of the report, the expenses will be labeled Rental Car (Daily), Rental Car (Weekly), and Rental Car (Monthly). The summary will be labeled Rental Car.
Print Resource Description

Show the resource descriptions in the report.
Print SOW

Show the statement of work associated with the PBS and tasks.
Print Subtotals

Show subtotals of the hours, units, and cost at the end of each section.
Print Work Authorization

End each report section with a Work Authorization area for signatures and dates.
Proposal

Select a proposal to run the report on. To scroll through this drop-down menu, place your cursor on the right side of the box until the scroll bar appears.
Reset

Revert to the default report parameters.
Resource Display

Indicate how resources are identified in the report. You can use variables and plain text. The report replaces variables with a resource’s real information, while plain text appears as you typed it.

Type variables inside brackets, and type plain text outside brackets. For example, [Resource Name] – [Resource Description] will print each resource’s name, a dash as it appears, and then the resource’s description.

Following are the variables you can use in the Resource Display parameter:

  • [Accounting Calendar]
  • [Accounting Calendar Description]
  • [Burden Pool]
  • [Burden Pool Description]
  • [Rate Band]
  • [Rate Band Description]
  • [Rate Type]
  • [Resource Class]
  • [Resource Conflicted]
  • [Resource Description]
  • [Resource Name]
  • [Resource Type]
  • [ResourceFieldName]
  • [ResourceFieldName Description]
  • [Source Type]
Resource Grouping

Organize the resource information in each report section based on the resource properties, including any external resource fields or custom resource fields.
Show Empty

Show an empty page when a report section has no task and resource information.
Start Date & End Date

Set the period of time that the report covers.
Submit

Run the report and preview it on your screen.
Summarization Level

Specify how much information is summarized in each report section. The level you enter corresponds to the characters that spell the section names.

Enter 0 to keep each section separate. Enter 1 to combine sections that start with the same character, enter 2 to combine sections that start with the same two characters, and so on.

This parameter is often helpful when the report is based on the PBS. For example, if there are PBS elements named AA1, AA2, and AB1:

  • Level 0 would summarize each element in separate sections.
  • Level 1 would summarize the elements in a single section, because the first character in all names is A.
  • Level 2 would summarize AA1 and AA2 in a single section, because the first two characters in their names are AA. AB1 would be summarized in a separate section.
Task Grouping

Organize the task information into report sections based on the task names, the PBS, or any custom task field. Each section starts on a new page.
Title Line 1

Enter the first line of your report title.
Title Line 2

Enter the second line of your report title.