Consultant Progress Chart

Use the Consultant Progress chart on the Consultants tab of the Projects form (in Planning mode) to view how each consultant's job-to-date (JTD) amounts are trending compared to the remaining work on the project. Use this information to quickly analyze each consultant's progress and compare it to that of other consultants.

Contents

The chart reflects data for the currently selected work breakdown structure (WBS) row in the Consultants planning grid. If you leave the Consultants Charts dialog box open, you can select other rows in the grid, and the chart updates automatically to reflect the currently selected row. The chart also updates automatically if you change data in the grid that affects the currently selected row.

You can hover over or tap a bar on the chart to see the underlying amounts and percentages.

The amounts on this chart display at billing or cost, depending on the option you select in the upper-right corner of the form. Whether both options are available depends on the budget type selected for the project plan. If both Billing and Cost options are available, you can switch between them, and the chart's information will update accordingly. Billing or Cost displays as part of the chart title, so you know at a glance which you are viewing.

If your firm uses multiple currencies, the currency in use is indicated next to the Billing or Cost option. The project cost currency is always used when viewing projects and plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects and plans at billing.

Field	Description
Consultant Name or Type	The consultant names and/or consultant types display on the left side of the chart, with an associated progress bar for each. The consultant name displays when it is associated with a planned amount or with JTD charges to direct or reimbursable consultant accounts. The consultant type displays for any consultant account types that do not have associated consultant names. The consultant types are grouped below the consultant names.
Consultant Progress Bars	The JTD and estimate-to-complete (ETC) bars display the percentage of the total planned amount that is complete through the current date, and what percentage of the planned amount remains for each consultant type. JTD % = (JTD/(ETC + JTD)) * 100 ETC % = (ETC/(ETC + JTD)) * 100 The JTD amount is the sum of all consultant-related charges on posted transactions and committed purchase orders through today. For consultant names, it is the sum of all charges for the name. When no name is assigned, though, it is the sum of all charges for the account that displays for the consultant type. If planned consultants - JTD consultants is greater than 0, then ETC consultants = Planned consultants - JTD consultants. If Planned consultants - JTD consultants is less than or equal to 0, then ETC consultants = 0. If the JTD amount is greater than the planned amount, the Plan Balance field displays in red to alert you that the project is trending to be over budget. If there is JTD but no planned amount, the bar displays Nothing planned.