The Expenses Resource grid contains detailed information about the plan's assigned expenses for each level of the associated WBS.
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.
| Field | Description |
|---|
| Expense Type
|
This column displays the account name that is associated with the direct, reimbursable, and indirect expense type. Only active accounts and those that are available to the project's company display. If you are using a Vision plan, the Expense Types are derived from the project plans that are included in utilization or from JTD.
To change the expense type listed in this field, use the standard quick find or lookup features. See the
Use Lookups to Enter Expense Data
online help topic for more information.
When you select a different expense type, you must note the use of JTD or baseline. If there is no assigned JTD or baseline amount for the expense row, you can change the expense type. If there is assigned JTD or baseline for the expense row, you can select a different expense type only if there is also a planned amount. When you select a different expense type, a new row is created for the expense, and you can choose to move the planned amount to this row. The JTD and/or baseline remains on the original row.
Note: The account type that is applied to this column is dependent on the project's charge type:
- Regular project charge type: Direct and Reimbursable expense types are available.
- Promotional/Overhead project charge type: Indirect expense type is available.
|
| Type
|
This column displays the account type that is associated with the expense type.
|
| Account
|
This column displays the account number that is associated with the expense type.
|
| Vendor Name
|
This field displays the name of the vendor.
To change the vendor name listed in this field, use the standard quick find or lookup features. See the
Use Lookups to Enter Expense Data
online help topic for more information.
When you select a different vendor name, you must note the use of JTD or baseline. If there is no assigned JTD or baseline amount for the expense row, you can change the vendor name. If there is assigned JTD or baseline for the expense row, you can select a different vendor name only if there is also a planned amount. When you select a different vendor name, a new row is created, and you can choose to move the planned amount to this row. The JTD and/or baseline remains on the original row.
|
| 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 sum of the planned expense amounts. If the WBS row's planned 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).
|