Expense Plan Summary Dashpart

Use the Expense Plan Summary dashpart to view the expense account contract, planned, and job-to-date (JTD) amounts for the plan's project.

Contents

The current project's charge type determines the account (expense) types that can be planned for the project.

You can hover over or tap a bar on the dashpart to see the respective amount. If you are using Internet Explorer and have the appropriate access rights, you can also click the chart title link to move to the Expense Planning area in Navigator.

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 Vision > Accounting > System Settings.

The following tables list the different charge types, expense types, and amounts that apply to the contract, planned, and JTD amounts on this chart.

Field	Description
Contract	Directs: This bar represents the sum of the planned bill amount for direct account types. Reimbursable: This bar represents the sum of the planned bill amount for reimbursable account types. Indirect: This bar represents the sum of the planned bill amount for indirect account types.
Planned	Directs: This bar represents the sum of the planned bill or cost amount for direct account types. Reimbursable: This bar represents the sum of the planned bill or cost amount for reimbursable account types. Indirect: This bar represents the sum of the planned bill amount for indirect account types.
JTD	Directs: This bar represents the sum of bill or cost charges to direct account types. This sum is for posted transactions and committed purchase orders dated through today. Reimbursable: This bar represents the sum of bill or cost charges to reimbursable account types. This sum is for posted transactions and committed purchase orders dated through today. Indirect: This bar represents the sum of bill or cost charges to indirect account types through today.