You can display any of the following columns in the middle section of the grid in Billing view. Click
next to the upper-right corner of the grid to select the columns you want.
Note that as you make entries in calendar period columns, columns in this middle section of the grid that contain calculated values based on the calendar period entries, such as planned billing amounts, are not updated immediately. Instead,
DPS displays those values with a strikethrough to indicate that they are no longer current. When you move to another grid row or otherwise move off of the current row, all grid cells with out-of-date values are automatically recalculated, and the strikethrough removed.
Field | Description |
Assignment Start
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For a WBS row, this column displays the start date for the earliest resource assignment for the WBS element.
For a resource row, this column displays the start date for that resource's assignment for the WBS element. You can enter or select the date.
If you change this date and the resource row has no planned hours, a message displays asking if you want to move the assignment end date also to preserve the same number of days between the two dates.
If you change this date and the resource row has planned hours, the Reschedule Labor Assignments dialog box displays so you can specify how you want the hours distributed when the assignment is rescheduled.
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS row, a message displays asking if you also want to change the plan date range. Click
Change Dates to have
DPS adjust the plan dates to include the complete assignment date range. It is possible that plan dates at higher levels of the WBS may also be changed so that they include all plan dates below them in the WBS.
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Assignment End
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For a WBS row, this column displays the end date for the latest resource assignment for the WBS element.
For a resource row, this column displays the end date for that resource's assignment for the WBS element. You can enter or select the date.
If you change this date and the resource row has planned hours, the Reschedule Labor Assignments dialog box displays so you can specify how you want the hours distributed when the assignment is rescheduled.
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS row, a message displays asking if you also want to change the plan date range for that row. Click
Change Dates to have
DPS adjust the plan dates to include the complete assignment date range. It is possible that plan dates at higher levels of the WBS may also be changed so that they include all plan dates below them in the WBS.
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Baseline Billing
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This column displays the sum of the planned labor amounts, at billing, that is saved in the baseline for the selected WBS row. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click
Actions and click
Save Baseline on the Actions menu.
You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can only change the baseline if your role has appropriate access rights.
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Baseline Hours
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This column displays the sum of the planned labor hours that is saved in the baseline for the selected WBS row. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click
Actions and click
Save Baseline on the Actions menu.
You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can only change the baseline if your role has appropriate access rights. See the Planning Toolbar online help topic for more information.
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Calculated % Complete
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This column displays the percent complete for the WBS elements and resources, as of the
JTD date: (JTD hours /
EAC hours) x 100.
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Contract
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This column displays the labor contract amount, at billing, for the WBS element.
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Contract Less
EAC Billing
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This column displays the variance between the labor contract amount and the
estimate-at-completion (EAC) labor amount for the WBS element, at billing, as of the
JTD date. Negative amounts display in red.
Calculation: Labor contract amount -
EAC labor amount
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Contract Less
JTD Billing
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This column displays the variance between the labor contract amount and the
JTD labor amount, at billing, for the WBS element as of the
JTD date. Negative amounts display in red.
Calculation: Labor contract amount -
JTD labor amount
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EAC Billing
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This column displays the sum of the
JTD labor amount and the
estimate-to-complete (ETC) labor amount for the WBS element at billing.
Calculation:
JTD labor amount as of
JTD date +
ETC labor amount from day after
JTD date forward
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ETC Billing
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This column displays the
ETC labor amount, at billing, for the WBS element. This is the planned labor amount required from the day after the
JTD date through the end of the plan to complete the
project,
phase, or
task.
Calculation: Planned labor amount at billing from day after
JTD date forward
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EAC Hours
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This column displays the
EAC hours for the WBS elements and resources:
JTD hours as of the
JTD date +
ETC hours from day after
JTD date forward.
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ETC Hours
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For a WBS row, this column displays the sum of all
ETC hours for the resources assigned to that WBS element. The
ETC hours are planned hours for dates in each assignment range that are later than the
JTD date.
For a resource row, this column displays that resource's total
ETC hours for the WBS element.
You can enter hours in this field for any WBS element at any level of the structure if that element has resources assigned. When you do,
DPS allocates the hours to resources and to future calendar periods for that assignment row. If you enter total
ETC hours for a parent WBS element and then expand the WBS structure in the grid to display assignment rows at lower levels,
DPS further allocates the hours to each calendar period for each lower-level row, including the resource rows. Likewise, if you change the scale of the calendar period columns (from Weeks to Months, for example),
DPS reallocates the hours for the new scale.
If you enter hours in this field for a resource,
DPS allocates the hours to the future calendar periods for that resource assignment.
How the hours are allocated to resources and to calendar period grid columns depends on whether or not
ETC hours have already been entered in calendar period columns for the affected assignments:
- If none of the affected resource assignments currently has any
ETC hours, the hours are allocated to each resource and calendar period in proportion to the number of work days remaining for them. (Effectively, the hours are spread equally among all work days for all resources.)
- If one or more of the affected resource assignments currently has
ETC hours, the hours you enter are allocated to each resource and calendar period in proportion to its current number of
ETC hours. Resources and calendar periods that currently have no
ETC hours receive no allocation.
If the assignment date range for the row includes no more work days that are later than the
JTD date, you cannot enter hours in this field.
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JTD Billing
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This column displays the
JTD labor amount, at billing, for the WBS element, as of the
JTD date.
Calculation: Sum of actual posted and unposted labor charges
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JTD Hours <JTD date>
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For a WBS row, this column displays the sum of the posted and unposted
JTD actual hours charged to the WBS element by assigned resources, as of the
JTD date. The
JTD date displays as part of the column heading.
For a resource row, this column displays the
JTD actual hours that resource charged to the WBS element, through the
JTD date.
If you use the API or the Historical Labor import to bring in hours charged to
projects,
JTD hours are automatically updated, just as they are if you enter the time in
DPS. Updating
JTD hours, in turn, also affects
ETC and
EAC calculations. If you enter time for a
project, or if the import process or API imports a labor transaction for a
project, and no assignment exists for the
employee for the WBS element to which the labor is charged, a new assignment is created with
JTD hours but no planned hours.
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Notes
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Click
in this column to enter notes related to the WBS element.
Be aware that a note is attached to the WBS element, not to the plan. If you save the baseline, the current version of the note is not saved as part of the baseline. If you publish the plan, the current version of the note is not part of the published plan. If you revert plan changes, changes you made to a note are not reverted.
The plan notes are also displayed in an info bubble, along with other information for a WBS element, when you click on the WBS element in any of the planning grids in the
Projects hub or in Resource Management.
This option is not available for resource rows.
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Plan Start
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For a WBS row, this column displays the plan start date for the WBS element. You can enter or select the date. When you enter this plan date, the corresponding plan date on the Expenses and
Consultants tabs is updated also.
If you change this date and the WBS row has no planned hours, a message displays asking if you want to move the plan end date also to preserve the same number of days between the two dates.
If you change this date and the WBS row has planned hours, the Reschedule Plan Dates dialog box displays so you can specify how you want the hours distributed when the plan is rescheduled.
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. If you select a date that is later than either the plan start dates for any lower-level WBS elements or any assignment start dates in the same branch, those start dates are adjusted accordingly.
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Plan End
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For a WBS row, this column displays the plan end date for the WBS element. You can enter or select the date. When you enter this plan date, the corresponding plan date on the Expenses and
Consultants tabs is updated also.
If you change this date and the WBS row has planned hours, the Reschedule Plan Dates dialog box displays so you can specify how you want the hours distributed when the plan is rescheduled.
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. If you select a date that is earlier than either the plan end dates for any lower-level WBS elements or any assignment end dates in the same branch, those end dates are adjusted accordingly.
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Planned Billing
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For a WBS row, this column displays the sum of all amounts, at billing, for planned hours (past and
ETC hours) for the resources assigned to that WBS element.
For a resource row, this column displays the sum of all amounts, at billing, for planned hours (past and
ETC hours) for that resource's assignment for the WBS element.
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Planned Hours
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For a WBS row, this column displays the sum of all planned hours (past and
ETC hours) for the resources assigned to that WBS element.
For a resource row, this column displays the sum of all planned hours (past and
ETC hours) for that resource's assignment for the WBS element.
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Planned Less
EAC Billing
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For a WBS row, this column displays the difference between the total planned labor amount, at billing, for that WBS element and the
EAC amount, at billing, for the WBS element as of the
JTD date.
For a resource row, this column displays the difference between the planned labor amount, at billing, for that resource's assignment for the WBS element and the
EAC amount, at billing, for that resource's assignment for the WBS element as of the
JTD date.
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Planned Less
EAC Hours
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For a WBS row, this column displays the difference between the total planned hours for that WBS element and the
EAC hours for the WBS element as of the
JTD date.
For a resource row, this column displays the difference between the planned hours for that resource's assignment for the WBS element and the
EAC hours for that resource's assignment for the WBS element as of the
JTD date.
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Planned Less
JTD Billing
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For a WBS row, this column displays the difference between the total planned labor amount, at billing, for that WBS element and the amount, at billing, for the
JTD actual hours charged to the WBS element as of the
JTD date.
For a resource row, this column displays the difference between the planned labor amount, at billing, for that resource's assignment for the WBS element and the amount, at billing, of the
JTD actual hours charged to the WBS element for the resource as of the
JTD date.
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Planned Less
JTD Hours
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For a WBS row, this column displays the difference between total planned hours for that WBS element less the
JTD actual hours charged to the WBS element as of the
JTD date.
For a resource row, this column displays the difference between the planned hours for that resource's assignment for the WBS element less the
JTD actual hours charged to the WBS element for the resource as of the
JTD date.
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