Financials Grid and KPIs: Regular Project at Cost or Burden

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 the Regular charge type. You can review data for the project as a whole or for any lower level work breakdown structure element.

The Financials tab may also provide the option to view amounts at billing rates. For descriptions of tab contents when Show is set to Billing, 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.

Direct 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	This grid cell displays the total compensation amount that you expect to receive for direct labor for the WBS element. This amount is the same regardless of the option you select in Show.
Total Labor: Budgeted Cost/Burden	This grid cell displays the total budgeted cost amount for direct labor for the WBS element, including overhead: Show = Cost: Sum of (Budgeted direct labor cost + Budgeted overhead). Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (Budgeted direct labor cost + Budgeted overhead). Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of budgeted direct labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.) Budgeted overhead = Budgeted overhead rate for each lowest-level WBS element x Budgeted direct labor cost.
Direct Labor: Budgeted Cost	This cell displays the budgeted direct labor amount for the WBS element, without overhead: Sum of budgeted direct labor cost amounts. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Overhead: Budgeted Cost	This grid cell displays the overhead amount for budgeted direct labor for the WBS element: Sum of (Budgeted overhead rate for each lowest-level WBS element x Budgeted direct labor cost amounts). This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: Budgeted Cost/Burden	This grid cell displays the budgeted direct labor hours for the WBS element: Sum of budgeted direct labor hours.
Average Rate/Hour: Budgeted Cost/Burden	This grid cell displays the average budgeted hourly cost rate or burden rate for direct labor for the WBS element: Show = Cost: Total budgeted direct labor cost / Budgeted direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total budgeted direct labor cost / Budgeted direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total budgeted direct labor burden amount / Budgeted direct 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 direct labor for the WBS element, including overhead: Show = Cost: Sum of (Planned direct labor cost amounts + Planned overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (Planned direct labor cost amounts + Planned overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of planned direct labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.) Planned overhead = Project plan overhead rate x Planned direct labor cost amount.
Direct Labor: Planned Cost	This cell displays the planned direct labor cost amount for the WBS element, without overhead: Sum of planned direct labor cost amounts. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Overhead: Planned Cost	This grid cell displays the overhead amount for planned direct labor for the WBS element: Sum of (Project plan overhead rate x Planned direct labor cost amounts). This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: Planned Cost	This grid cell displays the planned direct labor hours for the WBS element: Sum of planned direct labor hours.
Average Rate/Hour: Planned Cost	This grid cell displays the average planned hourly cost or burden rate for direct labor for the WBS element: Show = Cost: Total planned direct labor cost / ETC planned direct labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total planned direct labor cost / ETC planned direct labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: ETC planned direct labor burden / ETC planned direct labor hours. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.)
Total Labor: Budgeted Profit	This grid cell displays the difference between the direct labor compensation amount and the total budgeted direct labor cost amount for the WBS element, including overhead: Show = Cost: Direct labor compensation - (Direct labor budgeted cost + Budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Direct labor compensation - (Direct labor budgeted cost + Budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Direct labor compensation - Direct labor budgeted burden. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Total Labor: Planned Profit	This grid cell displays the difference between the direct labor compensation amount and the total planned direct labor amount for the WBS element, including overhead: Show = Cost: Direct labor compensation - (Direct labor planned cost + Planned overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Direct labor compensation - (Direct labor planned cost + Planned overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Direct labor compensation - Direct labor planned burden. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.)
Total Labor: JTD <JTD date> Cost/Burden	This grid cell displays the total JTD cost amount for direct labor for the WBS element: Show = Cost: Sum of (JTD direct labor cost amounts + JTD overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (JTD direct labor cost amounts + JTD overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of JTD direct labor cost amounts JTD overhead = Allocated overhead, or Allocated overhead + Estimated overhead for periods with no overhead allocation.
Direct Labor: JTD <JTD date> Cost	This cell displays the JTD direct labor amount for the WBS element: Sum of (JTD direct labor hours x Cost rate). This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box. If your security role allows access, this amount displays as a link. Click the link to open a dialog box that initially displays subtotals of hours and cost amounts by employee. You can then expand an employee row to show hours and cost amounts for individual labor transactions. Refer to Contents of the JTD Labor Dialog Box for more information.
Overhead: JTD <JTD date> Cost	This grid cell displays the overhead amount for JTD direct labor for the WBS element: Allocated overhead, or Allocated overhead + Estimated overhead for periods with no overhead allocation. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: JTD <JTD date> Cost/Burden	This grid cell displays the actual JTD direct labor hours for the WBS element. If your security role allows access, this amount displays as a link. Click the link to open a dialog box that initially displays subtotals of hours by employee. You can then expand an employee row to show hours for individual labor transactions. Refer to Contents of the JTD Labor Dialog Box for more information.
Average Rate/Hour: JTD <JTD date> Cost/Burden	This grid cell displays the average hourly cost or burden rate for actual JTD direct labor for the WBS element. Show = Cost: Total JTD direct labor cost / JTD direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total JTD direct labor cost / JTD direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total JTD direct labor burden / JTD direct labor hours.
Total Labor: ETC Budgeted Cost/Burden	This grid cell displays the total ETC direct labor cost amount or burden amount for the WBS element, based on the budget. Show = Cost: Sum of (ETC budgeted direct labor cost amounts + (Budgeted overhead rate x ETC budgeted direct labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (ETC budgeted direct labor cost amounts + (Budgeted overhead rate x ETC budgeted direct labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of ETC budgeted direct labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Direct Labor: ETC Budgeted Cost	This cell displays the ETC budgeted direct labor amount for the WBS element: Sum of ETC budgeted direct labor cost. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Overhead: ETC Budgeted Cost	This grid cell displays the overhead amount for ETC budgeted direct labor for the WBS element: Sum of (Budgeted overhead rate x ETC budgeted direct labor cost). This grid row does not display if Show is set to Cost/Burden andInclude Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: ETC Budgeted Cost/Burden	This grid cell displays the ETC direct labor hours for the WBS element, based on the budget: Sum of budgeted ETC direct labor hours.
Average Rate/Hour: ETC Budgeted Cost/Burden	This grid cell displays the average hourly cost or burden rate for ETC direct labor hours for the WBS element, based on the budget: Show = Cost: Total ETC budgeted direct labor cost / ETC budgeted direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total ETC budgeted direct labor cost / ETC budgeted direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total ETC budgeted direct labor burden / ETC budgeted direct 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 total ETC direct labor cost amount or burden amount for the WBS element, based on the plan: Show = Cost: Sum of (ETC planned direct labor cost + (Plan overhead rate x ETC planned direct labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (ETC planned direct labor cost + (Plan overhead rate x ETC planned direct labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of ETC planned direct labor burden. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.) This amount is the same whether Show is set to Cost or Cost/Burden.
Direct Labor: ETC Planned Cost	This cell displays the ETC planned direct labor cost amount for the WBS element: Sum of ETC planned direct labor cost amounts. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Overhead: ETC Planned Cost	This grid cell displays the overhead amount for ETC budgeted direct labor for the WBS element: Plan overhead rate x ETC planned direct labor cost. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: ETC Planned Cost	This grid cell displays the ETC direct labor hours for the WBS element, based on the plan: Sum of ETC planned direct labor hours.
Average Rate/Hour: ETC Planned Cost	This grid cell displays the average hourly cost or burden rate for ETC direct labor hours for the WBS element, based on the plan: Show = Cost: Total ETC planned direct labor cost / ETC planned direct labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total ETC planned direct labor cost / ETC planned direct labor hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total ETC planned direct labor burden / ETC planned direct 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 total EAC direct 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 direct labor cost + EAC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (EAC budgeted direct labor cost + EAC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of EAC budgeted direct 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 direct labor cost + JTD overhead + ETC budgeted direct labor cost + ETC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (JTD direct labor cost + JTD overhead + ETC budgeted direct labor cost + ETC budgeted overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of (JTD direct labor cost + JTD overhead + ETC budgeted direct labor cost). (In this case, Vantagepoint assumes that overhead is already included in budgeted labor amounts.)
Direct Labor: EAC Budgeted Cost	This cell displays the EAC budgeted direct labor cost amount for the WBS element. 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 direct labor cost. If Show Estimate-at-Completion not selected: Sum of (JTD direct labor cost + ETC budgeted direct labor cost) This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Overhead: EAC Budgeted Cost/Burden	This grid cell displays the overhead amount for budgeted direct labor for the WBS element. 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 overhead If Show Estimate-at-Completion not selected: Sum of (JTD overhead amounts + (Budgeted overhead rate x ETC budgeted direct labor cost)) This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: EAC Budgeted Cost/Burden	This grid cell displays the EAC direct 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 direct labor hours If Show Estimate-at-Completion not selected: Sum of (JTD direct labor hours + ETC direct labor hours)
Average Rate/Hour: EAC Budgeted Cost/Burden	This grid cell displays the average hourly cost or burden rate for EAC direct labor hours for the WBS element, based on the budget. Show = Cost: Total EAC budgeted direct labor cost / EAC budgeted direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Total EAC budgeted direct labor cost / EAC budgeted direct labor hours. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Total EAC budgeted direct labor burden / EAC direct 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 total EAC direct labor cost amount or burden amount for the WBS element, based on the plan: Show = Cost: Sum of (EAC planned direct labor cost + (Plan overhead rate x EAC planned direct labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Sum of (EAC planned direct labor cost + (Plan overhead rate x EAC planned direct labor cost)) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Sum of EAC planned direct labor burden amounts. (In this case, Vantagepoint assumes that overhead is already included in planned labor amounts.) This amount is the same whether Show is set to Cost or Cost/Burden.
Direct Labor: EAC Planned Cost	This cell displays the EAC planned direct labor cost amount for the WBS element: Sum of EAC planned direct labor cost amounts. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Overhead: EAC Planned Cost	This grid cell displays the overhead amount for EAC planned direct labor for the WBS element: Plan overhead rate x EAC planned direct labor cost. This grid row does not display if Show is set to Cost/Burden and Include Cost and Overhead Instead of Burden is not selected on the Options dialog box.
Direct Labor Hours: EAC Planned Cost	This grid cell displays the EAC direct labor hours for the WBS element, based on the plan: Sum of EAC planned direct labor hours.
Total Labor: Baseline Cost	This grid cell displays the Baseline Cost for the WBS element, based on what is selected to be shown: Show = Cost: Displays saved baseline cost for direct labor for the WBS structure from the Labor plan , including overhead = Sum of saved baseline direct labor cost+ baseline overhead. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Displays saved Baseline Cost for direct labor for the WBS structure from the Labor plan , including overhead (Sum of Saved baseline direct labor cost+ baseline overhead) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: Displays saved Baseline Cost for direct labor for the WBS structure from the Labor plan. ( Assumption is that overhead is already included in the planned labor amount) Note that Planned Overhead = Project Plan OH Rate * Planned Direct Labor Cost ( where Project Plan OH Rate is specified in Overhead % field in the Plan Settings Other Actions > Plan Settings> ).
Direct Labor: Baseline Cost	This grid cell displays the direct labor baseline cost for the WBS element, based on what is selected to be shown: Show = Cost: This setting displays saved Baseline direct labor cost for the relevant WBS structure from the Labor plan. This does not include overhead. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: This setting displays saved Baseline direct labor cost for the relevant WBS structure from the Labor plan. This does not include overhead. Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: This row does not display.
Overhead: Baseline Cost	This grid cell displays the baseline overhead for the WBS element, based on what is selected to be shown: Show = Cost: This setting displays the overhead amount for the saved baseline direct labor for the WBS structure from the labor plan. (Project Plan OH Rate * Planned direct labor cost when baseline was saved) Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: This setting displays the overhead amount for the saved baseline direct labor for the WBS structure from the labor plan. (Project Plan OH Rate * Planned direct labor cost when baseline was saved) Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: This row does not display.
Direct Labor Hours: Baseline Cost	This grid cell displays the direct labor hours baseline cost for the WBS element, based on what is selected to be shown: Show = Cost: This setting displays the sum of saved baseline planned hours based on the Labor Plan for the relevant WBS structure. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: This setting displays the sum of saved baseline planned hours based on the Labor Plan for the relevant WBS structure.
Average Rate/Hour: Baseline Cost	This grid cell displays the average rate/hour baseline cost for the WBS element, based on what is selected to be shown: Show = Cost: This setting displays the saved baseline direct labor costs/saved baseline planned hours Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: This setting displays the saved baseline direct labor costs/saved baseline planned hours
Total Labor: EAC Planned Profit	This grid cell displays the total EAC planned profit value for the WBS element. This is the Labor contract less the EAC Planned Cost. Show = Cost selected: Labor Contract - JTD Labor - ETC Labor - EAC OH Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Labor Contract - JTD Labor - ETC Labor - EAC OH Show = Cost/Burden and Include Cost and Overhead Instead of Burden not selected: This setting displays the saved baseline direct labor burden /saved baseline planned hours (In this case, it is assumed that overhead is already included in planned labor amounts.) Note that EAC OH = JTD OH +ETC OH, where: JTD OH = Allocated OH + Estimated OH ETC OH = ETC Cost * OH % on the Labor tab in Plan Settings

Direct Expenses and Consultants Grid Fields

Whether or not the Directs section of the grid includes direct expense amounts and direct 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.

Field	Description
Direct Expenses: Contract/Fee	This grid cell displays the compensation amount that you expect to receive for direct expenses for the WBS element.
Direct Expenses: Budgeted Cost/Burden	This grid cell displays the budgeted cost amount for direct expenses for the WBS element: Sum of budgeted cost amounts for direct expense accounts.
Direct Expenses: Planned Cost	This grid cell displays the planned cost amount for direct expenses for the WBS element: Sum of planned cost amounts for direct expense accounts. 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.
Direct Expenses: Budgeted Profit	This grid cell displays the difference between the direct expenses compensation amount and the total budgeted direct expenses cost amount for the WBS element: Direct expenses compensation - Budgeted direct expenses cost amount.
Direct Expenses: Planned Profit	This grid cell displays the difference between the direct expenses compensation amount and the total planned direct expenses cost amount for the WBS element: Direct expenses compensation - Planned direct 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.
Direct Expenses: JTD <JTD date> Cost/Burden	This grid cell displays the JTD direct expenses cost amount for the WBS element: Sum of JTD cost amounts for direct expense accounts.
Direct Expenses: ETC Budgeted Cost/Burden	This grid cell displays the ETC direct expenses cost amount for the WBS element, based on the budget: Sum of ETC budgeted cost for direct expense accounts.
Direct Expenses: ETC Planned Cost	This grid cell displays the ETC direct expenses cost amount for the WBS element, based on the plan: Sum of ETC planned cost for direct expense accounts. 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.
Direct Expenses: EAC Budgeted Cost/Burden	This grid cell displays the EAC direct 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 direct expense accounts If Show Estimate-at-Completion not selected: Sum of (JTD cost amounts for direct expense accounts + ETC budgeted cost amounts for direct expense accounts)
Direct Expenses: EAC Planned Cost	This grid cell displays the EAC direct expenses cost amount for the WBS element, based on the plan: Sum of (JTD cost for direct expense accounts + ETC planned cost for direct expense accounts). 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.
Direct Expenses: EAC Planned Profit	This grid cell displays the EAC planned profit amount for the WBS element. This is the difference between the compensation amount for direct expenses and the EAC Planned Cost for direct expenses. (where EAC Planned Cost for direct expenses is JTD direct expenses + ETC direct expenses) 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.
Compensation: All Grid Columns	The grid cells on this row display the sum of the Total Labor amount and the Direct Expenses amount for each column.
Direct Consultants: Contract/Fee	This grid cell displays the compensation amount that you expect to receive for direct consultants for the WBS element. This amount is the same regardless of the option you select in Show.
Direct Consultants: Budgeted Cost/Burden	This grid cell displays the budgeted cost amount for direct consultants for the WBS element: Sum of budgeted cost for direct consultant accounts.
Direct Consultants: Planned Cost	This grid cell displays the planned cost amount for direct consultants for the WBS element: Sum of planned cost for direct consultant accounts. 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.
Direct Consultants: Budgeted Profit	This grid cell displays the difference between the direct consultants compensation amount and the total budgeted direct consultants cost amount for the WBS element: Direct consultants compensation - Budgeted direct consultants cost.
Direct Consultants: Planned Profit	This grid cell displays the difference between the direct consultants compensation amount and the total planned direct consultants cost amount for the WBS element: Direct consultants compensation - Planned direct consultants cost. 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.
Direct Consultants: JTD <JTD date> Cost/Burden	This grid cell displays the JTD direct consultants cost amount for the WBS element: Sum of JTD cost for direct consultant accounts.
Direct Consultants: ETC Budgeted Cost/Burden	This grid cell displays the ETC direct consultants cost amount for the WBS element, based on the budget: Sum of ETC budgeted cost for direct consultant accounts.
Direct Consultants: ETC Planned Cost	This grid cell displays the ETC direct consultants cost amount for the WBS element, based on the plan: Sum of ETC planned cost for direct consultant accounts. 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.
Direct Consultants: EAC Budgeted Cost/Burden	This grid cell displays the EAC direct 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 direct consultant accounts If Show Estimate-at-Completion not selected: Sum of (JTD cost amounts for direct consultant accounts + ETC budgeted cost amounts for direct consultant accounts)
Direct Consultants: EAC Planned Cost	This grid cell displays the EAC direct consultants cost amount for the WBS element, based on the plan: Sum of (JTD cost amounts for direct consultant accounts + ETC planned cost amounts for direct consultant accounts). 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.
Direct Consultants: Baseline Cost	This grid cell displays the direct consultants' baseline cost for the WBS element, based on what is selected to be shown: Show = Cost: Displays the sum of the baseline cost for direct consultant accounts for the consultants plan + direct consultants planned for units in the unit plan). Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Displays the sum of the baseline cost for direct consultant accounts for the consultants plan + direct consultants planned for units in the unit plan).
Direct Consultants: EAC Planned Profit	This grid cell displays the EAC planned profit amount for the WBS element. This is the difference between the compensation amount for direct consultants and the EAC Planned Cost for direct consultants. (where EAC direct consultants value = JTD Direct Consultants + ETC Direct Consultants) 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.
Total Directs: All Grid Columns	The grid cells on this row display the sum of the Total Labor amount, Direct Expenses amount, and Direct Consultants amount for each column.

Reimbursable 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.

Field	Description
Reimbursable Expenses: Contract/Fee	This grid cell displays the compensation amount that you expect to receive for reimbursable expenses 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 cost amounts for reimbursable expense accounts.
Reimbursable Expenses: Planned Cost	This grid cell displays the planned cost amount for reimbursable expenses for the WBS element: Sum of planned cost amounts for reimbursable expense accounts. 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: 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.
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. 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: <JTD date> JTD Cost/Burden	This grid cell displays the JTD reimbursable expenses cost amount for the WBS element: Sum of JTD cost amounts for reimbursable expense accounts.
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 cost amounts for reimbursable expense accounts.
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 cost amounts for reimbursable expense accounts. 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: Sum of (JTD cost amounts for reimbursable expense accounts + ETC planned cost amounts for reimbursable expense accounts). 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 displays the reimbursable baseline cost expenses for the WBS element, based on what is selected to be shown: Show = Cost: Displays the sum of baseline cost for the reimbursable expense accounts for the expenses plan +baseline reimbursable expenses planned for units in the unit plan. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: Displays the sum of baseline cost for the reimbursable expense accounts for the expenses plan + baseline reimbursable expenses planned for units in the unit plan.
Reimbursable Expenses: EAC Planned Profit	This grid cell displays the EAC planned profit amount for the WBS element. This is the difference between the compensation amount for reimbursable expenses and the EAC reimbursable expenses planned cost amount for the WBS element. (where EAC Reimbursable expenses planned cost amount = JTD reimbursable expense cost +ETC reimbursable expense) 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 Consultants: Contract/Fee	This grid cell displays the compensation amount that you expect to receive for reimbursable consultants 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 cost amounts for reimbursable consultant accounts.
Reimbursable Consultants: Planned Cost	This grid cell displays the planned cost amount for reimbursable consultants for the WBS element: Sum of planned cost amounts for reimbursable consultant accounts. 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 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.
Reimbursable Consultants: Planned Profit	This grid cell displays the difference between the reimbursable consultants compensation amount and the total planned reimbursable consultants cost amount for the WBS element: Reimbursable consultants compensation - Planned reimbursable consultants cost. 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 Consultants: JTD <JTD date> Cost/Burden	This grid cell displays the JTD reimbursable consultants cost amount for the WBS element: Sum of JTD cost amounts for reimbursable consultant accounts.
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 cost amounts for reimbursable consultant accounts.
Reimbursable Consultants: ETC Planned Cost	This grid cell displays the ETC reimbursable consultants cost amount for the WBS element, based on the plan: Sum of ETC planned cost amounts for reimbursable consultant accounts. 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 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 displays the EAC reimbursable consultants cost amount for the WBS element, based on the plan: Sum of JTD cost amounts for reimbursable consultant accounts + ETC planned cost amounts for reimbursable consultant accounts). 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 Consultants: Baseline Cost	This grid cell displays the reimbursable baseline cost amount for consultants for the WBS element, based on what is selected to be shown: Show = Cost: Displays the sum of the baseline cost for the reimbursable consultants accounts for the consultants plan + baseline cost for reimbursable consultants planned for units. Show = Cost/Burden and Include Cost and Overhead Instead of Burden selected: sum of the baseline cost for the reimbursable consultants accounts for the consultants plan + baseline cost for reimbursable consultants planned for units.
Reimbursable Consultants: EAC Planned Profit	This grid cell displays the difference between the compensation amount for reimbursable consultants and the EAC reimbursable consultants planned cost amount for the WBS element. (where EAC consultants planned cost is JTD reimbursable consultants +ETC reimbursable consultants)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 Consultants: EAC Planned Profit	This grid cell displays the EAC reimbursable consultants cost amount for the WBS element, based on the plan: Sum of JTD cost amounts for reimbursable consultant accounts + ETC planned cost amounts for reimbursable consultant accounts). 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.
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 Directs 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 direct labor cost - JTD overhead cost - JTD direct expense cost - JTD reimbursable expense cost - JTD direct 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 direct labor cost - JTD overhead - Estimated overhead - ETC budgeted overhead - EAC budgeted direct expenses cost - EAC budgeted direct consultants cost - EAC budgeted reimbursable expenses cost - EAC budgeted reimbursable consultants cost Profit Amount - Show Estimate-at-Completion not selected: Total compensation - JTD direct labor cost - ETC budgeted direct labor cost - JTD overhead - Estimated overhead - ETC budgeted overhead - JTD direct expenses cost - ETC budgeted direct expenses cost - JTD direct consultants cost - ETC budgeted direct consultants cost - JTD reimbursable expenses cost - ETC budgeted reimbursable expenses cost - JTD reimbursable consultants cost - ETC reimbursable consultants cost Profit Percentage: (EAC budgeted profit amount / Total compensation) x 100
EAC Planned Profit	This field displays the difference between the total compensation amount and the EAC planned cost amount, along with the profit percentage. 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. Profit Amount: Total compensation - JTD direct labor cost - ETC planned direct labor cost - JTD overhead - Estimated overhead - ETC planned overhead - JTD direct expenses cost - ETC planned direct expenses cost - JTD direct consultants cost - ETC planned direct consultants cost - JTD reimbursable expenses cost - ETC planned reimbursable expenses cost - JTD reimbursable consultants cost - ETC reimbursable consultants cost Profit Percentage: (EAC planned profit amount / Total compensation) x 100 If you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box, this key performance indicator does not display.

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 direct labor cost. JTD net revenue = JTD earned revenue - JTD direct expenses cost - JTD direct consultants cost - JTD reimbursable expenses cost - JTD direct reimbursable consultants cost
Budgeted Multiplier	This field displays the budgeted multiplier for cost: Direct labor compensation amount / Budgeted direct labor cost.
Planned Multiplier	This field displays the planned multiplier for cost: Direct labor compensation / Planned direct labor cost.
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 direct labor cost If Show Estimate-at-Completion not selected: Direct labor compensation / (JTD direct labor cost + ETC budgeted direct labor cost)
EAC Planned Multiplier	This field displays the EAC multiplier for cost based on the plan: Direct labor compensation / EAC planned direct labor cost. EAC planned direct labor cost = JTD direct labor cost + ETC planned direct labor cost. If you select the Selected Period End option in JTD Hours and Amounts Through on the Options dialog box, this key performance indicator does not display.

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.
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 direct labor hours / Total budgeted direct 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 direct labor hours / Total planned direct 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.