Financials Grid and KPIs: Promotional or Overhead Project

Use the grid and key performance indicators on the Financials tab of the Project Review form with the Show option set to Cost or Cost/Burden to review budget, plan, and job-to-date (JTD) amounts at cost rates or at burden/cost rates for a project with either the Promotional or Overhead charge type. You can review data for the project as a whole or for any lower level work breakdown structure (WBS) element.

The Project Review form may also provide the option to view amounts at billing rates. However, you cannot actually bill for charges to Promotional or Overhead projects, so this topic does not cover grid columns or key performance indicator fields related to billing. For descriptions of those columns and fields, refer to Financials Grid and KPIs: Regular Project at Billing

When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settings for the project's company, any amounts planned for units are distributed to the appropriate Project Review Planned categories based on the accounts used for the unit. All other categories are unaffected by the Enable Unit Planning setting. Units are always handled as expenses or consultants (direct or reimbursable) in Project Review. In the case of labor units, they are treated as an expense (direct or reimbursable).

What information displays on the Financials tab depends both on options that you select on the Options dialog box for the tab and on a number of important system settings. Refer to Contents of the Options Dialog Box and How Key Settings Affect Project Review for more information.

In this grid, unlike in most other grids, you cannot resize columns, with the exception of the first column. You also cannot change the order of rows, and you cannot change the order of columns from within the grid itself. You can, however, change the order of columns using the Grid Settings dialog box.

Indirect Labor Grid Fields

If you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box, the ETC Planned Cost and EAC Planned Cost grid columns do not display.

Field	Description
Total Labor: Contract/Fee	For a promotional project, this grid cell displays the total compensation amount that you expect to receive for direct labor for the WBS element. For an overhead project, this grid cell is blank because overhead projects do not have compensation amounts.
Total Labor: Budgeted Cost/Burden	This grid cell displays the total budgeted amount for labor for the WBS element, including overhead: Sum of (Budgeted labor cost amounts + Budgeted overhead). Budgeted overhead = Budgeted overhead rate for the WBS element x Budgeted labor cost amount.
Indirect Labor Hours: Budgeted Cost/Burden	This grid cell displays the budgeted labor hours for the WBS element: Sum of budgeted labor hours.
Average Rate/Hour: Budgeted Cost/Burden	This grid cell displays the average budgeted hourly cost rate or burden rate for labor for the WBS element: Show = Cost: Total budgeted labor cost / Budgeted labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total budgeted labor cost / Budgeted labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total budgeted labor burden amount / Budgeted labor hours. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Total Labor: Planned Cost	This grid cell displays the planned cost amount for labor for the WBS element, including overhead: Sum of (Planned labor cost amounts + Planned overhead). Planned overhead = Project plan overhead rate x Planned labor cost amount.
Indirect Labor Hours: Planned Cost	This grid cell displays the planned labor hours for the WBS element: Sum of planned labor hours.
Average Rate/Hour: Planned Cost	This grid cell displays the average planned hourly cost rate for labor for the WBS element: Planned labor cost / Planned labor hours. If Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box. Vantagepoint assumes that overhead is already included in planned labor amounts.
Total Labor: Budgeted Profit	For a promotional project, this grid cell displays the difference between the direct labor compensation amount and the total budgeted labor amount for the WBS element, including overhead: Direct labor compensation - (Budgeted labor cost amount + Budgeted overhead). For an overhead project, this grid cell is blank because overhead projects do not have compensation amounts.
Total Labor: Planned Profit	For a promotional project, this grid cell displays the difference between the direct labor compensation amount and the total planned labor amount for the WBS element, including overhead: Direct labor compensation - (Planned labor cost amount + Planned overhead). For an overhead project, this grid cell is blank because overhead projects do not have compensation amounts.
Total Labor: JTD <JTD date> Cost/Burden	This grid cell displays the total JTD cost amount for labor for the WBS element, including overhead: Show = Cost: Sum of (JTD labor cost amounts + JTD overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (JTD labor cost amounts + JTD overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of JTD labor burden amounts JTD overhead = Allocated overhead, or Allocated overhead + Estimated overhead for periods with no overhead allocation.
Indirect Labor Hours: JTD <JTD date> Cost/Burden	This grid cell displays the actual JTD labor hours for the WBS element.
Average Rate/Hour: JTD <JTD date> Cost/Burden	This grid cell displays the average hourly cost or burden rate for actual JTD labor for the WBS element. Show = Cost: Total JTD labor cost / JTD labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total JTD labor cost / JTD labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total JTD labor burden amounts / JTD labor hours.
Total Labor: ETC Budgeted Cost/Burden	This grid cell displays the ETC labor cost amount or burden amount for the WBS element, based on the budget. Show = Cost: Sum of (ETC budgeted labor cost amounts + (Budgeted overhead rate x ETC budgeted labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (ETC budgeted labor cost amounts + (Budgeted overhead rate x ETC budgeted labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of ETC budgeted labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Indirect Labor Hours: ETC Budgeted Cost/Burden	This grid cell displays the ETC labor hours for the WBS element, based on the budget: Sum of budgeted ETC labor hours.
Average Rate/Hour: ETC Budgeted Cost/Burden	This grid cell displays the average hourly cost or burden rate for ETC labor hours for the WBS element, based on the budget: Show = Cost: Total ETC budgeted labor cost / ETC budgeted labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total ETC budgeted labor cost / ETC budgeted labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total ETC budgeted labor burden / ETC budgeted labor hours. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Total Labor: ETC Planned Cost	This grid cell displays the ETC labor cost amount or burden amount for the WBS element, based on the plan: Show = Cost: Sum of (ETC planned labor cost + (Plan overhead rate x ETC planned labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (ETC planned labor cost + (Plan overhead rate x ETC planned labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of ETC planned labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.)
Indirect Labor Hours: ETC Planned Cost	This grid cell displays the ETC labor hours for the WBS element, based on the plan: Sum of ETC planned labor hours.
Average Rate/Hour: ETC Planned Cost	This grid cell displays the average hourly cost rate for ETC labor hours for the WBS element, based on the plan: Show = Cost: Total ETC planned labor cost amount / ETC planned labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total ETC planned labor cost amount / ETC planned labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total ETC planned labor burden amount / ETC planned labor hours. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.)
Total Labor: EAC Budgeted Cost/Burden	This grid cell displays the EAC labor cost or burden amount for the WBS element, based on the budget. The calculations vary depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Show = Cost: Sum of (EAC budgeted labor cost + EAC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (EAC budgeted labor cost + EAC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of EAC budgeted labor cost. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.) If Show Estimate-at-Completion not selected: Show = Cost: Sum of (JTD labor cost + JTD overhead + ETC budgeted labor cost + ETC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (JTD labor cost + JTD overhead + ETC budgeted labor cost + ETC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of (JTD labor cost + JTD overhead + ETC budgeted labor cost). (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Indirect Labor Hours: EAC Budgeted Cost/Burden	This grid cell displays the EAC labor hours for the WBS element, based on the budget. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Sum of EAC budgeted labor hours If Show Estimate-at-Completion not selected: Sum of (JTD labor hours + ETC labor hours)
Average Rate/Hour: EAC Budgeted Cost/Burden	This grid cell displays the average hourly cost or burden rate for EAC labor hours for the WBS element, based on the budget. Show = Cost: Total EAC budgeted labor cost / EAC budgeted labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total EAC budgeted labor cost / EAC budgeted labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total EAC budgeted labor burden / EAC labor hours. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Total Labor: EAC Planned Cost	This grid cell displays the EAC labor cost amount or burden amount for the WBS element, based on the plan: Show = Cost: Sum of (EAC planned labor cost amounts + (Plan overhead rate x EAC planned labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (EAC planned labor cost amounts + (Plan overhead rate x EAC planned labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of EAC planned labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.)
Indirect Labor Hours: EAC Planned Cost	This grid cell displays the EAC labor hours for the WBS element, based on the plan: Sum of EAC planned labor hours.
Average Rate/Hour: EAC Planned Cost	This grid cell displays the average hourly cost rate for EAC labor hours for the WBS element, based on the plan: Show = Cost: Total EAC planned labor cost amount / EAC planned labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total EAC planned labor cost amount / EAC planned labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total EAC planned labor burden amount / EAC planned labor hours. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.)
Total Labor: Baseline Cost	This grid cell displays the Baseline Cost for the WBS element, based on what you selected to be shown: Show = Cost: This setting displays saved baseline indirect cost for labor for the WBS structure from the Labor plan, including overhead = Sum of saved baseline indirect labor cost+ baseline overhead. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: This setting displays saved Baseline Cost for indirect labor for the WBS structure from the Labor plan, including overhead (Sum of Saved baseline indirect labor cost+ baseline overhead). Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: This setting displays saved Baseline Cost for indirect labor for the WBS structure from the Labor plan. (The assumption is that overhead is already included in the planned labor amount) Note that Planned Overhead = Project Plan OH Rate * Planned Indirect Labor Cost (Project plan overhead rate is specified in the overhead % field in Other Actions > Plan Settings >).
Indirect Labor Hours: Baseline Cost	This grid cell displays the planned labor hours for the WBS element in the baseline plan, which is the sum of planned labor hours in the baseline plan.
Average Rate/Hour: Baseline Cost	This grid cell displays the average planned hourly cost rate for labor for the WBS element in the baseline plan, which is the saved baseline indirect labor costs / saved baseline planned hours.
Total Labor: EAC Planned Profit	This grid cell displays the difference between the labor compensation amount for the WBS element and the EAC labor amount including overhead: Show = Cost selected: Labor compensation - JTD Labor - ETC Labor - EAC overhead Show = Cost/Burden selected: Labor compensation - JTD Labor - ETC Labor - EAC overhead

Indirect Expenses and Consultants Grid Fields

Whether or not the Indirects section of the grid includes indirect expense amounts and indirect consultant amounts depends on the options you select on the Options dialog box. Also, if you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box, the ETC Planned Cost and EAC Planned Cost grid columns do not display.

Note that the Compensation row and the Indirect Consultants row described below do not display in the grid for promotional projects for which no direct consultants compensation amount exists, and they do not display for any overhead projects.

Field	Description
Indirect Expenses: Contract/Fee	For a promotional project, this grid cell displays the direct expenses compensation amount for the WBS element, if one was entered. For an overhead project, this grid cell is blank because overhead projects do not have compensation amounts. This amount is the same regardless of the option you select in Show.
Indirect Expenses: Budgeted Cost/Burden	This grid cell displays the budgeted cost amount for indirect expenses for the WBS element: Sum of budgeted indirect expenses cost amounts.
Indirect Expenses: Planned Cost	This grid cell displays the planned cost amount for indirect expenses for the WBS element: Sum of planned indirect expenses cost amounts. When Enable Unit Planning in Settings > Resource Planning > Plan Settings is set to Yes for the project's company, any amounts planned for units are included.
Indirect Expenses: Budgeted Profit	This grid cell displays the difference between the direct expenses compensation amount and the total budgeted indirect expenses cost amount for the WBS element: Direct expenses compensation - Budgeted indirect expenses cost amount. For an overhead project, this grid cell is blank because overhead projects do not have compensation amounts.
Indirect Expenses: Planned Profit	This grid cell displays the difference between the direct expenses compensation amount and the total planned indirect expenses cost amount for the WBS element: Direct expenses compensation - Planned indirect expenses cost amount. When Enable Unit Planning in Settings > Resource Planning > Plan Settings is set to Yes for the project's company, any amounts planned for units are included. For an overhead project, this grid cell is blank because overhead projects do not have compensation amounts.
Indirect Expenses: JTD <JTD date> Cost/Burden	This grid cell displays the actual JTD indirect expenses cost amount for the WBS element: Sum of JTD indirect expenses at cost rates.
Indirect Expenses: ETC Budgeted Cost/Burden	This grid cell displays the ETC indirect expenses cost amount for the WBS element, based on the budget: Sum of ETC budgeted indirect expense cost amounts.
Indirect Expenses: ETC Planned Cost	This grid cell displays the ETC indirect expenses cost amount for the WBS element, based on the plan: Sum of ETC planned indirect expense cost amounts. When Enable Unit Planning in Settings > Resource Planning > Plan Settings is set to Yes for the project's company, any amounts planned for units are included.
Indirect Expenses: EAC Budgeted Cost/Burden	This grid cell displays the EAC indirect expenses cost amount for the WBS element, based on the budget. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Sum of EAC budgeted cost for indirect expense accounts If Show Estimate-at-Completion not selected: Sum of (JTD cost amounts for indirect expense accounts + ETC budgeted cost amounts for indirect expense accounts)
Indirect Expenses: EAC Planned Cost	This grid cell displays the EAC indirect expenses cost amount for the WBS element, based on the plan: JTD indirect expenses cost amount + ETC planned indirect expense cost amount. When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settings for the project's company, any amounts planned for units are included.
Indirect Expenses: EAC Planned Profit	This grid cell displays the difference between the indirect expenses compensation amount and the EAC indirect expenses cost amount for the WBS element.
Compensation: All Grid Columns	For a promotional project for which a direct consultants compensation amount exists, the grid cells on this row display the sum of the Total Labor amount and the Indirect Expenses amount for each column.
Indirect Consultants: Contract/Fee	For a promotional project for which a direct consultants compensation amount exists, this grid cell displays the direct consultants compensation amount for the WBS element. This amount is the same regardless of the option you select in Show.
Indirect Consultants: Budgeted Cost/Burden	For a promotional project for which a direct consultants compensation amount exists, this grid cell displays the budgeted cost amount for indirect consultants for the WBS element: Sum of budgeted indirect consultants cost amounts.
Indirect Consultants: Planned Cost	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Indirect Consultants: Budgeted Profit	For a promotional project for which a direct consultants compensation amount exists, this grid cell displays the difference between the direct consultants compensation amount and the total budgeted indirect consultants cost amount for the WBS element: Direct consultants compensation - Budgeted indirect consultants cost amount.
Indirect Consultants: Planned Profit	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Indirect Consultants: JTD <JTD date> Cost/Burden	For a promotional project for which a direct consultants compensation amount exists, this grid cell displays the actual JTD indirect consultants cost amount for the WBS element: Sum of JTD indirect consultants at cost rates.
Indirect Consultants: ETC Budgeted Cost/Burden	For a promotional project for which a direct consultants compensation amount exists, this grid cell displays the ETC indirect consultants cost amount for the WBS element, based on the budget: Sum of ETC budgeted indirect consultants cost amounts.
Indirect Consultants: ETC Planned Cost	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Indirect Consultants: EAC Budgeted Cost/Burden	For a promotional project for which a direct consultants compensation amount exists, this grid cell displays the EAC indirect consultants cost amount for the WBS element, based on the budget. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Sum of EAC budgeted cost for indirect consultant accounts If Show Estimate-at-Completion not selected: Sum of (JTD cost amounts for indirect consultant accounts + ETC budgeted cost amounts for indirect consultant accounts)
Indirect Consultants: Baseline Cost	This grid cell is empty. Baseline costs for consultants cannot be entered for promotional or overhead projects.
Indirect Consultants: EAC Planned Cost	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Indirect Consultants: EAC Planned Profit	For a promotional project for which indirect consultants compensation amount exists, this grid cell displays the difference between the indirect consultants compensation amount and the EAC indirect consultants cost amount for the WBS element.

Total Indirects Grid Fields

Field	Description
Total Indirects: All Grid Columns	The grid cells on this row display the sum of the Total Labor amount, Indirect Expenses amount, and Indirect Consultants amount for each column.

Reimbursables Grid Fields

Whether or not the grid contains data for reimbursable expenses and reimbursable consultants depends on the options you select on the Options dialog box. Also, if you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box, the ETC Planned Cost and EAC Planned Cost grid columns do not display.

Note that the Reimbursable Expenses fields and the Reimbursable Consultants fields described below do not display in the grid for promotional projects for which no reimbursable expenses or reimbursable consultants compensation amounts exist, and they do not display for any overhead projects.

Field	Description
Reimbursable Expenses: Contract/Fee	This grid cell displays the reimbursable expenses compensation amount for the WBS element. This amount is the same regardless of the option you select in Show.
Reimbursable Expenses: Budgeted Cost/Burden	This grid cell displays the budgeted cost amount for reimbursable expenses for the WBS element: Sum of budgeted reimbursable expense cost amounts.
Reimbursable Expenses: Planned Cost	This grid cell displays the planned cost amount for reimbursable expenses for the WBS element: Sum of planned reimbursable expense cost amounts. When Enable Unit Planning in Settings > Resource Planning > Plan Settings is set to Yes for the project's company, any amounts planned for units are included.
Reimbursable Expenses: Budgeted Profit	This grid cell displays the difference between the reimbursable expenses compensation amount and the total budgeted reimbursable expenses cost amount for the WBS element: Reimbursable expenses compensation - Budgeted reimbursable expenses cost amount.
Reimbursable Expenses: Planned Profit	This grid cell displays the difference between the reimbursable expenses compensation amount and the total planned reimbursable expenses cost amount for the WBS element: Reimbursable expenses compensation - Planned reimbursable expenses cost amount. When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settingsfor the project's company, any amounts planned for units are included.
Reimbursable Expenses: JTD <JTD date> Cost/Burden	This grid cell displays the actual JTD reimbursable expenses cost amount for the WBS element: Sum of JTD reimbursable expenses at cost rates.
Reimbursable Expenses: ETC Budgeted Cost/Burden	This grid cell displays the ETC reimbursable expenses cost amount for the WBS element, based on the budget: Sum of ETC budgeted reimbursable expenses cost amounts.
Reimbursable Expenses: ETC Planned Cost	This grid cell displays the ETC reimbursable expenses cost amount for the WBS element, based on the plan: Sum of ETC planned reimbursable expenses cost amounts. When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settings for the project's company, any amounts planned for units are included.
Reimbursable Expenses: EAC Budgeted Cost/Burden	This grid cell displays the EAC reimbursable expenses cost amount for the WBS element, based on the budget. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Sum of EAC budgeted cost for reimbursable expense accounts If Show Estimate-at-Completion not selected: Sum of (JTD cost amounts for reimbursable expense accounts + ETC budgeted cost amounts for reimbursable expense accounts)
Reimbursable Expenses: EAC Planned Cost	This grid cell displays the EAC reimbursable expenses cost amount for the WBS element, based on the plan: JTD reimbursable expenses cost amount + ETC planned reimbursable expenses cost amount. When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settings for the project's company, any amounts planned for units are included.
Reimbursable Expenses: Baseline Cost	This grid cell is empty. Baseline costs for consultants cannot be entered for promotional or overhead projects.
Reimbursable Expenses: EAC Planned Profit	This grid cell is empty. Planned profit for reimbursable expenses cannot be entered for promotional or overhead projects.
Reimbursable Consultants: Contract/Fee	This grid cell displays the reimbursable compensation amount for the WBS element. This amount is the same regardless of the option you select in Show.
Reimbursable Consultants: Budgeted Cost/Burden	This grid cell displays the budgeted cost amount for reimbursable consultants for the WBS element: Sum of budgeted reimbursable consultant cost amounts.
Reimbursable Consultants: Planned Cost	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Reimbursable Consultants: Budgeted Profit	This grid cell displays the difference between the reimbursable consultants compensation amount and the total budgeted reimbursable consultants cost amount for the WBS element: Reimbursable consultants compensation - Budgeted reimbursable consultants cost amount.
Reimbursable Consultants: Planned Profit	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Reimbursable Consultants: JTD <JTD date> Cost/Burden	This grid cell displays the actual JTD reimbursable consultants cost amount for the WBS element: Sum of JTD reimbursable consultants at cost rates.
Reimbursable Consultants: ETC Budgeted Cost/Burden	This grid cell displays the ETC reimbursable consultants cost amount for the WBS element, based on the budget: Sum of ETC budgeted reimbursable consultant cost amounts.
Reimbursable Consultants: ETC Planned Cost	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Reimbursable Consultants: EAC Budgeted Cost/Burden	This grid cell displays the EAC reimbursable consultants cost amount for the WBS element, based on the budget. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Sum of EAC budgeted cost for reimbursable consultant accounts If Show Estimate-at-Completion not selected: Sum of (JTD cost amounts for reimbursable consultant accounts + ETC budgeted cost amounts for reimbursable consultant accounts)
Reimbursable Consultants: EAC Planned Cost	This grid cell is empty. Planned costs for consultants cannot be entered for promotional or overhead projects.
Reimbursable Consultants: Baseline Cost	This grid cell is empty. Baseline costs for consultants cannot be entered for promotional or overhead projects.
Reimbursable Consultants: EAC Planned Profit	This grid cell displays the difference between the compensation amount for reimbursable consultants and the EAC reimbursable consultants cost amount for the WBS element.
Total Reimbursables: All Grid Columns	The grid cells on this row display the sum of the Reimbursable Expenses amount and Reimbursable Consultants amount for each column.

Total Grid Fields

Field	Description
Total: All Grid Columns	The grid cells on this row display the sum of the Total Indirects amount and Total Reimbursables amount for each column.

Key Performance Indicators: Revenue

Field	Description
JTD Earned Revenue	This field displays the JTD amount of actual revenue for the WBS element: (LedgerAR.AmountField + LedgerAP.AmountField + LedgerEX.AmountField + LedgerMISC.AmountField) where account type = Revenue.
Total Billed	This field displays the total amount billed for the WBS element. (Billed + Tax Billed amount on posted invoices)

Key Performance Indicators: Profit

If you exclude all budget columns or all plan columns from the Project Review grid, the budget-based or plan-based key performance indicators are hidden also.

If Show is set to Cost/Burden, the cost amount calculation uses burdened labor costs. If Show is set to Cost, the cost amount calculation uses unburdened labor costs.

Field	Description
JTD Earned Profit	This field displays the actual profit amount and profit percentage for the WBS element: Profit Amount: JTD earned revenue - JTD indirect labor cost - JTD overhead cost - JTD indirect expense cost - JTD reimbursable expense cost - JTD indirect consultant cost - JTD reimbursable consultant cost Profit Percentage: (JTD earned profit amount / JTD earned revenue) x 100
EAC Budgeted Profit	This field displays the difference between the total compensation amount and the EAC budgeted cost amount, along with the profit percentage. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): Profit Amount - Show Estimate-at-Completion selected: Total compensation - EAC budgeted labor cost - JTD overhead - Estimated overhead - ETC budgeted overhead - EAC budgeted indirect expenses cost - EAC budgeted indirect consultants cost - EAC budgeted reimbursable expenses cost - EAC budgeted reimbursable consultants cost Profit Amount - Show Estimate-at-Completion not selected: Total compensation - JTD labor cost - ETC budgeted labor cost - JTD overhead - Estimated overhead - ETC budgeted overhead - JTD indirect expenses cost - ETC budgeted indirect expenses cost - JTD indirect consultants cost - ETC budgeted indirect consultants cost - JTD reimbursable expenses cost - ETC budgeted reimbursable expenses cost - JTD reimbursable consultants cost - ETC budgeted reimbursable consultants cost Profit Percentage: (EAC budgeted profit amount / Total compensation) x 100 This key performance indicator is not available for overhead projects.
EAC Planned Profit	This field displays the difference between the total compensation amount and the EAC planned cost amount, along with the profit percentage: Profit Amount: Total compensation - JTD indirect labor cost - ETC planned indirect labor cost - JTD overhead - Estimated overhead - ETC planned overhead - JTD indirect expenses cost - ETC planned indirect expenses cost Profit Percentage: (EAC planned profit amount / Total compensation) x 100 When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settings and the project is in a unit planning company, any amounts planned for units are included. This key performance indicator is not available for overhead projects. It is also not available if you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box.

Key Performance Indicators: Multipliers

If you exclude all budget columns or all plan columns from the Project Review grid, the budget-based or plan-based key performance indicators are hidden also.

If Show is set to Cost/Burden, the cost amount calculation uses burdened labor costs. If Show is set to Cost, the cost amount calculation uses unburdened labor costs.

Field	Description
Effective Multiplier	This field displays the effective multiplier as of the date you specified on the Options dialog box: JTD net revenue / JTD labor at cost. JTD net revenue = JTD earned revenue - JTD indirect expenses and consultants at cost - JTD reimbursable expenses and consultants at cost.
Budgeted Multiplier	This field displays the budgeted multiplier for cost: Direct labor compensation amount / Budgeted labor at cost. This key performance indicator is not available for overhead projects.
Planned Multiplier	This field displays the planned multiplier for cost: Direct labor compensation amount / Planned labor at cost. This key performance indicator is not available for overhead projects.
EAC Budgeted Multiplier	This field displays the EAC multiplier for cost based on the budget. The calculation varies depending on the Show Estimate-at-Completion option on the Budget settings form (Settings > Project > Budget): If Show Estimate-at-Completion selected: Direct labor compensation / EAC budgeted labor cost If Show Estimate-at-Completion not selected: Direct labor compensation / (JTD labor cost + ETC budgeted labor cost) This key performance indicator is not available for overhead projects.
EAC Planned Multiplier	This field displays the EAC multiplier for cost based on the plan: Direct labor compensation amount / EAC planned labor at cost. EAC planned labor = JTD labor cost + ETC planned labor cost. This key performance indicator is not available for overhead projects. It is also not available if you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box.

Key Performance Indicators: % Complete

If you exclude all budget columns or all plan columns from the Project Review grid, the budget-based or plan-based key performance indicators are hidden also.

Field	Description
JTD Earned % Complete	This field displays estimated percent complete for the WBS element based on JTD earned revenue and total expected compensation: (JTD earned revenue / Total compensation) x 100. This key performance indicator is not available for overhead projects.
Budgeted % Complete	This field displays estimated percent complete for the WBS element based on the budget: ((Sum of percent complete x Budget cost amounts for all budgeted items) / Total budgeted costs) x 100.
Planned % Complete	This field displays estimated percent complete for the WBS element based on the plan: (Total JTD cost / Total EAC planned cost) x 100. EAC planned cost = JTD cost + ETC planned cost When Enable Unit Planning is set to Yes in Settings > Resource Planning > Plan Settings and the project is in a unit planning company, any amounts planned for units are included.

Key Performance Indicators: % Expended

If you exclude all budget columns or all plan columns from the Project Review grid, the budget-based or plan-based key performance indicators are hidden also.

Field	Description
Budgeted Hours % Expended	This field displays the percentage of the budgeted hours for the WBS element that has been spent: (JTD labor hours / Total budgeted labor hours) x 100.
Planned Hours % Expended	This field displays the percentage of the planned hours for the WBS element that has been spent: (JTD labor hours / Total planned labor hours) x 100.
Budgeted Cost % Expended	This field displays the percentage of the budgeted costs for the WBS element that has been spent: (Total JTD cost / Total budgeted cost) x 100.
Planned Cost % Expended	This field displays the percentage of the planned costs for the WBS element that has been spent: (Total JTD cost / Total planned cost) x 100.