Expenses Grid Columns

The columns on the Expenses grid provide a summary of the expenses that are budgeted for the plan.

Contents

The Baseline, Planned, JTD, and ETC (Navigator) columns default to displaying billing amounts. However, a Bill/Cost toggle button displays on the Expenses page under the following circumstances:

• For Vision plans, the Calculate Expense Billing Amounts option is selected on the Rates tab of Project Planning, and the corresponding rate method is set to something other than None. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
• For Navigator plans, the Rate Method on the Plan Settings dialog box in Navigator is Multiplier Only, From Account Rate Table, or From Category Rate Table.

Use this button to toggle between cost and billing amounts on the Baseline, Planned, JTD, and ETC (Navigator) fields. These amounts may differ between the Bill and Cost selection.

Field	Description
Level/Resource	This field displays the name of the WBS element, as specified in the Vision Project Info Center.
	For Navigator plans, the WBS elements only display for those rows that are at or above the selected planning level for expenses as specified in Navigator Plan Settings. For projects with Vision plans, WBS elements are shown for the highest planned level and above. For example, if the project has phases and tasks, and some expenses were planned at the phase level while others were planned at the task level, the Navigator Expenses grid displays all of these expenses under the phase row. The task row is not shown. For projects with no plan, all of the project's WBS elements are shown.
Start Date/End Date	These fields display the start and end dates for the WBS element as defined on the Labor page. If these dates are changed on the Labor page, they will automatically be updated on the Expenses page as well.
Contract	This field displays the sum of the Direct or Indirect Expenses and Reimb. Expenses on the Contract grid.
Baseline	This field displays baseline planned expense amounts. This amount is summed to higher levels of the WBS. If the project has multiple Vision plans that are included in utilization, Navigator sums the baseline amounts from the plans.
Planned	This field displays the planned expense amounts. The expense type that is assigned impacts the calculation that is used for this field: Direct or Indirect expense type: Navigator ensures that the cost and billing amounts are the same for the row. Reimbursable expense type: Navigator calculates the planned bill value using the Reimbursable Rate Method, Table, and Multiplier assigned in Navigator Plan Settings. If the WBS row's planned bill amount does not match the row's contract amount, a yellow flag displays in the corner of the field. Each WBS row amount is checked and a flag can display for any row. If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
JTD	This field displays the sum of the charges to Direct, Indirect, and Reimbursable types of accounts on all posted transactions and committed purchase orders through today. This amount is summed to higher levels of the WBS. Navigator provides a notification when the JTD amount is greater than the planned amount. A red flag displays in the corner of the field. Each WBS row amount is checked and a flag can display for any row.
ETC (Navigator)	This field displays the sum of the estimate-to-complete as calculated by Navigator for expenses. When the planned amount is less than the JTD, the ETC (Navigator) amount defaults to zero. However, when the planned amount is greater than or equal to the JTD, the ETC (Navigator) is calculated as the planned amount minus the JTD. Note: There is a potential discrepancy in the ETC (Navigator) amount versus what displays for the ETC in Vision. To differentiate between the two amounts, the ETC from Navigator is labeled ETC (Navigator).
Contract Balance	This field displays the difference between the Contract and the JTD amount through today. If JTD is greater than Contract, the amount displays as negative and is red.