Expense Progress Dashpart

Use the Expense Progress dashpart to view how the project's overall expenses are trending by type. This compares the JTD% against the remaining work on the project, which gives you a percent complete for the project. The colored bars for each expense allow you to quickly analyze the individual progress, which you can then use to form comparisons against other expenses for the project. In addition, you can hover over the progress bars for each expense 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 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.

Field	Description
Expense Type	The expense types that are assigned in the Expenses planning grid display on the left side of the chart, with an associated progress bar for each.
Expense 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 expense type. JTD: This is the sum of all expense-related charges on posted transactions and committed purchase orders through today. ETC (Navigator): This is the percent of the plan that remains for completion through today for plans in utilization. ETC (Navigator) % = (ETC (Navigator)/(ETC (Navigator) + JTD)) * 100 You can view a summary of the percentages for each expense. For example, on the following project, Mileage is 31% complete. You can also hover over each expense's progress bar to view a summary of the amounts. For example, when you hover over Mileage, the respective JTD, ETC, EAC, and planned amounts and calculations display. To complete this calculation, the EAC, JTD, and ETC amounts are pulled directly from the Expenses planning page and then calculated as follows: JTD = 1,100.00 ETC (Navigator) = 2,500.00 EAC (Navigator) = 3,600.00 % Complete = 31% (JTD/EAC) ETC % = 69% Note: If the JTD is greater than the planned amount, the Plan Balance amount displays in red to alert you that the project is trending to be over budget. If there are no expense types, the chart displays No expense data. If there is JTD but no planned amount, the bar displays Nothing planned. If there is no JTD or ETC (Navigator) but the Expense Type displays in the grid, the bar is gray and the bar displays No JTD or planned amount. Note: There is a potential discrepancy in the ETC (Navigator) amount versus what displays for the ETC in Vision.

Field

Description

Expense Type

The expense types that are assigned in the Expenses planning grid display on the left side of the chart, with an associated progress bar for each.

Expense 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 expense type.

JTD: This is the sum of all expense-related charges on posted transactions and committed purchase orders through today.
ETC (Navigator): This is the percent of the plan that remains for completion through today for plans in utilization.

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

You can view a summary of the percentages for each expense. For example, on the following project, Mileage is 31% complete.

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

To complete this calculation, the EAC, JTD, and ETC amounts are pulled directly from the Expenses planning page and then calculated as follows:

JTD = 1,100.00

ETC (Navigator) = 2,500.00

EAC (Navigator) = 3,600.00

% Complete = 31% (JTD/EAC)

ETC % = 69%

Note: If the JTD is greater than the planned amount, the Plan Balance amount displays in red to alert you that the project is trending to be over budget.

If there are no expense types, the chart displays No expense data.
If there is JTD but no planned amount, the bar displays Nothing planned.
If there is no JTD or ETC (Navigator) but the Expense Type displays in the grid, the bar is gray and the bar displays No JTD or planned amount.

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

Expense Progress Dashpart

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