Consultant Progress Dashpart

Use the Consultant Progress dashpart to view how a consultant's JTD % is trending compared to the remaining work on the plan. The colored bars for each consultant allow you to quickly analyze their individual progress, which you can then use to form comparisons against other consultants that are assigned to the project. In addition, you can hover over the progress bar for each consultant to see the specific details for how the percentages were calculated.

If you are using Internet Explorer and have the appropriate access rights, you can also click the chart title link to move to the Consultant's planning page 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.

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 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 ETC (Navigator) bars display what percent of the total planned bill amount is complete through today, and what percent of the planned bill amount remains for each consultant type. JTD: This 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. ETC (Navigator): This is the percent of the plan that remains for completion 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. ETC (Navigator) % = (ETC (Navigator)/(ETC (Navigator) + JTD)) * 100 You can view a summary of the percentages for each consultant. For example, on the following project, Fitzgerald Engineering Inc. is 61% complete. You can also hover over each consultant's progress bar to view a summary of the amounts. For example, when you hover over Fitzgerald Engineering Inc., the respective JTD, ETC, EAC, and planned amounts and calculations display. The EAC, JTD, and ETC amounts are pulled directly from the Consultants planning page and then calculated as follows: JTD = 11,550.00 ETC (Navigator) = 7,250.00 EAC (Navigator) = 18,800.00 % Complete = 61% (JTD/EAC) ETC % = 39% Because the JTD is greater than the planned amount, the Plan Balance 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. Note: There is a potential discrepancy in the ETC (Navigator) amount versus what displays for the ETC in Vision.

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 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 ETC (Navigator) bars display what percent of the total planned bill amount is complete through today, and what percent of the planned bill amount remains for each consultant type.

JTD: This 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.
ETC (Navigator): This is the percent of the plan that remains for completion 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.

ETC (Navigator) % = (ETC (Navigator)/(ETC (Navigator) + JTD)) * 100

You can view a summary of the percentages for each consultant. For example, on the following project, Fitzgerald Engineering Inc. is 61% complete.

You can also hover over each consultant's progress bar to view a summary of the amounts. For example, when you hover over Fitzgerald Engineering Inc., the respective JTD, ETC, EAC, and planned amounts and calculations display.

The EAC, JTD, and ETC amounts are pulled directly from the Consultants planning page and then calculated as follows:

JTD = 11,550.00

ETC (Navigator) = 7,250.00

EAC (Navigator) = 18,800.00

% Complete = 61% (JTD/EAC)

ETC % = 39%

Because the JTD is greater than the planned amount, the Plan Balance 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.

Note: There is a potential discrepancy in the ETC (Navigator) amount versus what displays for the ETC in Vision.

Consultant Progress Dashpart

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