Use the Consultants Plan Summary dashpart to view the direct and reimbursable consultant account contract, planned, and job-to-date (JTD) billing amounts. You can hover over or tap a bar on the chart to see the amount.
Contents
If your firm uses Vision Multicurrency, the currency amounts display in the project's billing currency or project currency. The currency is based on the
Use Billing Currency not Project Currency option in
.
If you are using Internet Explorer, click the dashpart title link to open Consultants Planning in Navigator.
| Field | Description |
|---|
| Contract
|
Direct: This bar represents the sum of the consultant fee amounts for the selected WBS grid row.
Reimbursable: This bar represents the amount shown in the Reimb. Consultant column on the Contract page.
|
| Planned
|
Direct: This bar displays the planned bill or cost amount for direct consultant accounts for the selected WBS grid row.
Reimbursable: This bar displays the planned bill or cost amount for reimbursable consultant accounts.
For projects with multiple Vision plans, the bars display the amounts from the plans that are included in utilization.
|
| JTD
|
Direct: This bar displays the sum of project bill or cost charges to direct consultant accounts on posted transactions and committed purchase orders dated through today for the selected WBS grid row.
Reimbursable: This bar displays the sum of project bill or cost charges to reimbursable consultant accounts on posted transactions and committed purchase orders dated through today for the selected WBS grid row.
|