General Settings Tab

Use the General Settings tab to manage settings that affect a variety of locations within Project Analyzer. These settings may require ongoing maintenance due to changes within a firm and as costs change over time.

Notifications

This section lists a number of notifications that are generated by the system. For each notification type, click to open the Select Employees dialog box and select one or more email addresses to which the notification should be sent. Multiple email addresses should be separated by a semi-colon.

Enable Notifications

Mark the checkbox to enable notifications.

Billing

This will be used in the future as the key contact points for global billing related notifications.

Contracts

Contacts receive a notification when new contracts with an agreement type are identified in the Contract/Fees tab. An email addressed to the selected contacts opens in Outlook when new contracts of this type are identified, allowing the user to add information as needed before sending the email.

New Project Requests

Contacts receive a notification when new project requests are submitted. An email addressed to the selected contacts opens in Outlook when new project requests are submitted, allowing the user to add information as needed before sending the email.

Accounts Payable

Contacts receive a notification when a project manager revises a consultant budget, causing a consultant invoice to be held. Typically, these contacts are members of the accounts payable department responsible for processing consultant invoices. These contacts receive notifications when the Auto Send AP Notifications and Re-Send AP Notifications options are selected in the ribbon bar Accounting tab.

Fees and Profit

This section allows you to set default fee and profit values used throughout Project Analyzer.

Default Target Profit

Default value shown in the Contract/Fees tab for Target Profit.

Target Profit Calc. Method

Determines if the target profit is calculated and displayed on a gross or net basis. When Gross is selected, profit is calculated before non-reimbursable consultants and expenses are removed. When Net is selected, the profit calculation takes into account the cost of non-reimbursable consultants and expenses.

Default Hourly Fee Type

Default value shown for Fee Type on the Contracts/Fee tab when working with an hourly project. Available values are populated based on the Fee Types set on the Options Text tab.

Default Non-Hourly Fee Type

Default value shown for Fee Type on the Contracts/Fee tab when working with a non-hourly project. Available values are populated based on the Fee Types set on the Options Text tab.

Staffing Projections

This section allows you to set default values for the staffing elements that are used on the Team tab.

Available Hours

Use this value to determine the amount of hours available per employee for a typical one-week period. There are two options available:

Use Deltek Vision Hours Per Day by Employee - Use this option when you want to use varying default values for available hours based on the selected employee. You can modify this value in Deltek Vision on an employee-by-employee basis.

Use Analyzer Default Available Hours for All Employees - Use this option when you want to apply the Default Available Hours set in Project Analyzer to all employees.

Default Available Hours

The default value for the number of available hours for all employees. This number is used when you select Use Analyzer Default Available Hours for All Employees as the Available Hours option.

Expected Hours

Use this value to determine the amount of time that employees should be actively engaged in a project. There are two options available:

Use Deltek Vision Target Ratio by Employee - Use this option when you want to use varying default values for expected hours based on the selected employee. You can modify this value in Deltek Vision on an employee-by-employee basis.

Use Analyzer Default Target Ratio for All Employees - Use this option when you want to apply the Default Target Ratio set in Project Analyzer to all employees.

Default Target Ratio

The default target ratio for the percent of available hours that should be spent on a project. This percentage is used when you select Use Analyzer Default Target Ratio for All Employees as the Expected Hours option.

Over-Assigned

Use this setting to select the color to display in the Staffing Projections tab of Financial Projections when an employee is overutilized. In Project Analyzer, this occurs when the employee is assigned beyond the sum of the value set in the Available Hours and If Exceeds Available By fields.

If Exceeds Available By

Sets the value by which an employee will be considered over-assigned. You can calculate the value either by a number of hours over or by a percentage of the selected Available Hours.

Under-Assigned

Use this setting to select the color to display in the Staffing Projections tab of Financial Projections when an employee is under utilized. In Project Analyzer, this occurs when an employee meets the threshold set in the If Under Expected By field.

If Under Expected By

Sets the value by which an employee will be considered under-assigned. You can calculate the value either by a number of hours under or by a percentage of the selected Expected Hours.

Employee Names

Use this section to set how employee names are displayed and sorted. Two common formats include (note the space in the middle delimiter boxes separating the names):

[Preferred or First Name] [ ] [Last Name]

[Last Name] [, ] [Preferred or First Name]

Employee Name Format

Use the two drop-down lists and the delimiter box to set the employee name format.

The following options are available in both Employee Name Format drop-down lists:

Preferred or First Name - Uses the preferred name if present, otherwise uses the first name. For example, a nickname may be entered as a preferred name.

First Name - Displays the employee's first name.

Preferred or Last Name - Uses the preferred name if present, otherwise uses the last name. For example, a maiden name may be entered as a preferred name.

Last Name - Displays the employee's last name.

Preferred or (Last, First) - Uses the preferred name when present, otherwise displays the employee's last name followed by a comma and the first name. For example, a company may set the preferred name as a display name such as "Anthony, Susan". In these cases, the second Employee Name Format field can be set to Blank.

Preferred or (First Last) - Uses the preferred name if present, otherwise displays the employee's first name followed by a space and the last name. For example, a company may set the preferred name as a display name such as "Susan Anthony". In these cases, the second Employee Name Format field can be set to Blank.

Employee Name Sort

Determines the sort order of the employees. The following options are available:

By Preferred or First Name, then Last Name - Uses the preferred name if present, otherwise sorts by first name then last name.

By First Name, then Last Name - Sorts by first name then last name.

By Preferred or Last Name, then First Name - Uses the preferred name if present, otherwise sorts by last name then first name.

By Last Name, then First Name - Sorts by last name then first name.

By Preferred Name or (Last, then First) - Uses the preferred name when present, otherwise sorts by the employee's last name followed by a comma and the first name.

By Preferred Name or (First, then Last) - Uses the preferred name when present, otherwise sorts by the employee's first name followed by a space and the last name.

Labor Rates

Use this section to set default labor rate values.

Labor Rate Source

Sets how labor rates are calculated on the Team tab for budgeting purposes. The following options are available:

Employee Pay Rate - Uses a selected employee's actual pay rate as defined in Deltek Vision. If no employee is selected, the default Team Role Rate (as set on the Team Roles tab) is used instead. If this is not available, then the default Discipline Rate (as set on the Disciplines tab) is used. If this is not available, the Default Hourly Labor Rate, as seen below, is used.

Project Analyzer assumes that salaried employees are paid every two weeks, so the rates are divided by 80 hours.

Employee Job Cost Rate - Uses a selected employee's job cost rate as defined in Deltek Vision. If no employee is selected, the default Team Role Rate (as set on the Team Roles tab) is used instead. If this is not available, then the default Discipline Rate (as set on the Disciplines tab) is used. If this is not available, the Default Hourly Labor Rate, as seen below, is used.

Project Analyzer assumes that salaried employees are paid every two weeks, so the rates are divided by 80 hours.

Team Role Rate - Uses the default Team Role Rate (as set on the Team Roles tab). If this is not available, the Default Hourly Labor Rate, as seen below, is used.

Discipline Rate - Uses the default Discipline Rate (as set on the Disciplines tab). If this is not available, the Default Hourly Labor Rate, as seen below, is used.

This setting does not impact actual costs from timesheets on the Time Analysis and does not change the budgeting calculation on the Labor Budget tab.

Default Hourly Labor Rate

Sets the value for a default hourly labor rate. This rate is used when no other labor rates are available.

When a multi-currency implementation is used, the currency type will be displayed here.

Default Ovhd (Overhead) Multiplier

Sets the value for a default overhead multiplier. This value is used when no other defined overhead multiplier is available.

Team Assignments

Use this section to set team assignment defaults.

Assignment Date Float

This setting allows an assignment on the Team tab to start before the phase start date or after the phase end date by the specified percentage.

Selecting No Float forces the assignment to be kept within the establish phase date range.

Billing

Use this section to set billing cut-off dates.

Billing Start Cut-Off - This setting controls the translation of a phase start date to a billing period. If a phase starts too far into a billing period, it is often not billed until the following period. The Billing Start Cut-Off reflects the day by which the phase of work must start in order to be billed in the same period.The default value is the 15thof the month.

For example, consider the default Billing Start Cut-off value of the 15th with a phase of work scheduled to start on the 11^th of May (before the cutoff). In this case, the first billing period is assumed to be the current month of May with the first invoice going out on June 1^st. In a second example, where a phase is scheduled to start on May 19^th (after the cutoff) the first billing period is assumed to be June with the first invoice being July 1^st.

Billing End Cut-Off -This setting controls the translation of a phase end date to a billing period. If a phase ends early in a billing period, it is often billed for that period. The Billing End Cut-Off reflects the end date by which the phase of work must be completed to be billed in the prior period. The default value is the 5thof the month.

For example, consider using the default cutoff value and a phase of work scheduled to end on the 4^th of August (before the cutoff). In this case the last billing period is assumed to be the prior month of July with the last invoice going out on August 1^st. In a second example, where a phase is scheduled to end on August 7^th (after the cutoff) the last billing period is assumed to be August with the last invoice being September 1^st.

Show Default Labor Billing

Determines whether or not Labor (Hourly) Billing line items appear on the Billing tab. When unchecked, labor billing items will not appear on the Billing tab.

The decision to show or hide Labor (Hourly) Billing line items varies by company and is typically based on whether a project is being billed as a fixed fee or time and materials job.

Time Analysis (When Restricted by Permissions)

In cases where access is removed to the Show Expanded Detail button, you can modify timesheet data with the Time Analysis setting.

When the Timesheet Detail column in the Security tab is disabled, the system will modify employee cost rates by replacing values smaller than the threshold value (shown above in red) with the replacement value (shown above in green). For instance, using the settings shown in the sample screenshot above, Project Analyzer will replace any number of hours less than 10 with the number 5.

This substitution does not occur when timesheet detail is enabled.

For more information on disabling Expanded Details or Timesheet Detail Control, see the Security tab topic.

Net Revenue Projections

The options in this section are used to help calculate the net revenue for the project as shown on the Net Revenue Projections tab in Financial Projections. Mark the checkboxes for the items you wish to include in the net revenue calculations. The following options are available:

Profit - When selected, takes the calculated target profit value into account in the net revenue projections.

Consultants - When selected, takes the reimbursable consultants cost into account in the net revenue projections.

Expenses - When selected, takes the reimbursable expenses cost into account in the net revenue projections.

Toolbar

For information on the options available in the toolbar, please refer to System Configuration: Toolbar.

To access this tab

Select System Configuration from the Project Analyzer Studio menu and click on the General Settings tab.