Expenses Tab of the Plan Form
The Expenses tab on the Plan form in the Projects hub provides both summary expense planning data for work breakdown structure (WBS) elements and the ability to drill down to the detail at the expense type level. In the grid, you can add or update expense type assignments and the related plan amounts.
This tab is available only if, in , Enable Expense Planning is selected for the project's company and your security role gives you access to the Expenses tab.
Changes that you make to a plan are saved automatically. However, until you publish the plan, you can click on the Actions bar to discard all unpublished changes and restore the plan to its most recent published version.
Use the Expenses tab on the Plan Settings dialog box to specify the planning level and the billing rate methods, tables, and multipliers for expenses. If your role has access rights, you can also enable planning for expenses in calendar periods for the project. To display that dialog box, click on the Actions bar.
- If the project is in a single currency database, the amounts that display on this tab, at either cost or billing, are in the same currency.
- If the project is in a multicurrency database, the currency in use is indicated next to Cost or Billing in the Show field. The project currency is always used when you view the amounts at cost. The Use Billing (Not Project) Currency for Reporting option in determines whether or not the amounts change when you view the plan at billing. If the option is set to Yes, the amounts display in the billing currency. Otherwise, amounts continue to display in the project currency when you view the plan at either cost or billing.
Contents: Above the Grid
These fields and options display if the setting to plan expenses in calendar periods is enabled:
| Field | Description |
|---|---|
| Scale | To change the scale for the calendar period columns, click
 and then select one of the following on the Change Scale dialog box:
The calendar period column headings change to reflect your selection, and any existing hours in those columns are recalculated based on the new scale. The scale you select on this tab changes the scale for the Labor, Consultants, and Units tabs. |
|
If the plan date range includes more than 30 calendar periods, based on your selection in
Scale, you must use this date range selector to display some of those periods. Click
For example, if you click
If 30 or fewer calendar periods exist in the plan date range, you can view all of them by scrolling the grid horizontally, so the date range selector does not display on the toolbar. If WBS elements or assignments have actual and/or baseline data entered outside of the plan date range and you set to display actual and/or baseline sub-rows using the Sub-Row Selection dialog box ( |
|
Click this icon in the upper-right corner of the grid to display the following options:
The columns and sub-rows that you can choose to display on the Expenses tab are determined by your system administrator in . If you do not plan expenses in calendar periods for the project, click this icon to display the Grid Settings dialog box, on which you can select the summary columns that display in the planning grid, move and rearrange columns, and select to display WBS numbers along with names in the grid. |
or
in the date range selector to load earlier or later sets of calendar periods. (You can also click the earliest or latest date in the date range selector to load a new set of periods.)
Contents: Left Grid Section
This section of the grid displays the WBS elements at each level of the WBS for the selected project, down to the planning level for expenses. For the lowest-level WBS elements, it also displays the expense types assigned to that element.
To change the width of the left grid section, position your cursor over the dividing line between the two grid sections and then click and drag the line.
| Field | Description |
|---|---|
| Level/Expense Type |
This column displays the WBS elements for the selected project and, for WBS elements at the lowest expenses planning level, the currently assigned expense types. To add an expense type assignment for a lowest-level element, hover over the plan row, and do either of the following:
Both the Expense Type Lookup and the Add Expense Type and Vendor dialog boxes display so you can select the expenses that you want to assign. In addition to expense type assignments that you add yourself, the planning grid may also include assignments for expense types with no planned amounts but with Job-to-Date (JTD) amounts charged to a lowest-level plan element. In most cases, Vantagepoint creates those assignments automatically when you display the plan. However, if the Add JTD Assignments option displays on the Actions bar, that indicates that some JTD assignments were not added because another user had the plan checked out. In that case, you can click Add JTD Assignments to update the plan with the missing assignments. (If unit planning is not enabled for the project's company, these JTD assignments may include assignments for unit transactions, based on the applicable account in the unit table. If unit planning is enabled, JTD assignments for unit transactions are instead added on the Units tab of the Plan form.) Only WBS elements that are at or above the planning level selected for expenses on the Plan Settings dialog box display in the grid. By default, only names display for WBS elements, but you have the option to display WBS numbers along with the names. Click
Click
If necessary, you can later select a different expense type if there is no assigned JTD amount or baseline amount for the expense row. 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. In that case, a new assignment row is created, and you can choose to move the planned amount to that row. The JTD amount or baseline amount remains with the original assignment row. |
|
Click this icon to display brief descriptions of all the columns that you can display on the Expenses tab. The columns displayed here depend on whether Cost or Billing is selected in the Show field. |
| Show Less and Show More |
If you plan expenses in calendar periods, you can use the Show Less or Show More option to hide or show the columns you have selected to display in the center section of the grid. Hiding those columns provides space to display more calendar period columns. You can pin individual columns if you want them to display even when you click
Show Less. To do that, click
|
|
To add expense assignments for a WBS element, check out the plan, hover over the WBS row, and click
in the
Level/Expense Type field to display the Expense Type Lookup and the Add Expense Type and Vendor dialog boxes to select the expense types.
If
|
displays in this field where
and
and
to expand or collapse the WBS levels.
for those columns on the Column Settings dialog box.
Contents: Center Grid Section - Billing View Columns
These columns display when you select on the General tab of the Plan Settings dialog box or if you select and you choose on the toolbar of the Plan form.
Click
in the upper-right corner of the grid to select the columns you want to display in this section of the grid in Billing view. You may be able to select any of the columns described below, or you may have only a subset of them available to you, depending on the settings selected on the Grids form ().
The JTD date in this grid is defined by the Job-to-Date (JTD) Through setting in . The setting determines the date for calculating the expense JTD (posted transactions) and then uses the next day and beyond to calculate the estimate-to-complete (ETC) date.
| Field | Description |
|---|---|
| Status | This column displays the status of the currently selected WBS or assignment:
 (Active),
 (Inactive), or
 (Dormant).
|
| Account | This column displays the account number that is associated with the expense type. |
| Assignment Start | For an expense type row, this column displays the start date for the assignment. You can change this date.
For a WBS row, this column displays the start date for the earliest assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. You can utilize the assignment start and end dates to indicate the assignment period even if the project is not planning expenses in calendar periods. |
| Assignment End | For an expense type row, this column displays the end date for the assignment. You can change this date.
For a WBS row, this column displays the end date for the latest assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. |
| Baseline Billing | This column displays the planned billing amount that was saved as the baseline for the expense type and WBS element.
You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can change the baseline only if your role has appropriate access rights. |
| Calculated % Complete Billing | This column displays the percent complete based on billing amounts for the WBS element or expense type as of the JTD date.
Calculation: (JTD billing amount / EAC billing amount) x 100 |
| Contract | This column displays either the sum of the direct expenses and reimbursable expenses contract amounts or the indirect expenses contract amount, at billing, for the WBS element.
|
| Contract Less EAC Billing |
This column displays the difference between the expense contract amount and the EAC billing amount for the WBS element as of the JTD date. Negative amounts display in red. Calculation: Expenses contract amount - EAC billing amount |
| Contract Less JTD Billing |
This column displays the difference between the contract amount and the JTD billing amount for the WBS element as of the JTD date. Negative amounts display in red. Calculation: Expenses contract amount - JTD billing amount |
| EAC Billing | For an expense type row, this column displays the estimate-at-completion (EAC) billing amount.
For a WBS row, this column displays the sum of the EAC billing amounts for that WBS element's expense assignments. Calculation: JTD billing amount as of the JTD through date + ETC billing amount |
| ETC Billing | |
| If, in , Allow Expense Planning in Calendar Periods is not selected for the project's company or if, on the Plan form in , Plan in Calendar Periods is not selected on the Expenses tab on the Plan Settings dialog box, this column displays the planned expenses billing amount minus the JTD billing amount if result > 0; otherwise, this column displays 0 at the expense assignment level and the sum of the amounts at the WBS levels. | |
| If, in
,
Allow Expense Planning in Calendar Periods is selected for the project's company and, on the Plan form in
,
Plan in Calendar Periods is selected on the Expenses tab on the Plan Settings dialog box, this column displays the sum of planned expenses billing amounts beginning the day after the JTD date.
When the calendar periods display, this field is editable when you check out the plan. You can enter amounts in this field for any WBS element at any level of the structure if that element has expenses assigned. When you do, Vantagepoint allocates the amounts to expenses and to future calendar periods for that assignment row. If you enter total ETC amounts for a parent WBS element, Vantagepoint further allocates the amounts to each calendar period for each lower-level row. Likewise, if you change the scale of the calendar period columns (from weeks to months, for example), Vantagepoint reallocates the amounts for the new scale. How the amounts are allocated to expense assignments and to calendar period grid columns depends on whether or not ETC amounts have already been entered in calendar period columns for the affected expenses:
If the assignment date range for the row includes no more work days that are later than the JTD date, you cannot enter amounts in this field. Note: If you disable expense planning in calendar periods, you can no longer plan for expenses in calendar periods.
Vantagepoint does not remove existing plan or baseline data. If you re-enable calendar planning, the previous portion of planned values to the total planned in calendar periods will be restored.
| |
| Has Predecessor |
This column displays a checkmark if the WBS level has at least one predecessor. |
| Has Successor |
This column displays a checkmark if the WBS level has at least one successor. |
| JTD <JTD date> Billing | This column displays the posted billing amounts through the JTD date. The JTD date displays as part of the column heading.
Calculation: Sum of expense charges for all posted transactions and committed purchase orders A red arrow
|
| Notes |
If the
If the
A note entered on this tab is also available in the Notes column on all the other planning tabs on the Plan form. The plan notes for a WBS element are also displayed in an info bubble, along with other information for that element, when you click on the WBS element in any of the planning grids in the Projects hub or in Resource Management. This option is not available for assignment rows. |
| Organization |
If Vantagepoint is set up to use organizations, this column displays the organization with which each WBS element is associated. For an assignment row, this column is blank. |
| Plan Start |
For a WBS row, this column displays the plan start date for that WBS element. For an assignment row, this column is blank. Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Plan End |
For a WBS row, this column displays the plan end date for the WBS element. For an assignment row, this column is blank. Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Planned Billing |
For a WBS row, this column displays the sum of all planned expenses amounts, at billing, for the expense types assigned to that WBS element. For an expense type row, this column displays the planned expense amount, at billing, for that expense type assignment for the WBS element. You can enter an amount in this column when the budget type is billing and there is no markup or when the budget type is cost and billing and each type uses a different plan currency. In some cases, you cannot enter an amount in this column. Instead, you can enter or change a planned cost amount in Planned Cost, and the amount in this column changes accordingly. For direct and indirect expenses, the cost and billing amounts will be the same. For reimbursable expenses, the planned billing amount is calculated based on the cost amount and the reimbursable expense markup settings on the Plan Settings dialog box. A blue arrow
|
| Planned Cost |
The Planned Cost column is not available for selection in the Column Settings dialog box for the billing view. However, if you select the Planned Billing column for display and the plan settings include markup settings for expenses, the Planned Cost column is automatically displayed also. For a WBS row, this column displays the sum of all planned expense cost amounts, at cost, for the expense types assigned to that WBS element. For an expense type row, this column displays the planned expense amount, at cost, for that expense type assignment for the WBS element. You can enter or change the planned cost amount on a WBS row or on an expense type row. You can enter amounts in this column for any WBS element at any level of the structure at or above the planning level for expenses, as long as that element has at least one expense type assigned. When you do, Vantagepoint allocates the amount to lower-level WBS elements and to the assigned expense types. How the amount entered for a WBS element is allocated to expense types depends on whether or not amounts have already been entered for the affected assignments:
|
| Planned Less EAC Billing | This column displays the difference between the planned billing amount and the EAC billing amount as of the JTD date.
Calculation: Planned billing amount - EAC billing amount |
| Planned Less JTD Billing | This column displays the difference between the planned billing amount and the JTD (charged expenses) billing amount as of the JTD date.
Calculation: Planned billing amount - JTD billing amount |
| Project Manager |
This column displays the project manager for the WBS element. |
| Type | This column displays the account type that is associated with the expense type: reimbursable, direct, or indirect. |
| Vendor Name | This column displays the vendor for the expense type assignment. |
displays in the column to notify you when the WBS row's JTD billing amount exceeds the planned billing amount for the WBS element. Each WBS amount is checked, and an arrow can display for any row.
icon displays in this column for a WBS element, click that icon to review or edit the existing notes for that element.
to add a note for that element.
displays in the column to notify you when the WBS row's planned billing amount does not match the contract amount for the WBS element. Each WBS amount is checked, and an arrow can display for any row.
Contents: Center Grid Section - Cost View Columns
These columns display when you select on the General tab of the Plan Settings dialog box or if you select and you choose on the toolbar of the Plan form.
Click
in the upper-right corner of the grid to select the columns you want to display in this section of the grid in Cost view. You may be able to select any of the columns described below, or you may have only a subset of them available to you, depending on the settings selected on the Grids form ().
The JTD date in this grid is defined by the Job-to-Date (JTD) Through setting in . The setting determines the date for calculating the expense JTD (posted transactions) and then uses the next day and beyond to calculate the estimate-to-complete (ETC) date.
| Field | Description |
|---|---|
| Status | This column displays the status of the currently selected WBS or assignment:
(Active),
(Inactive), or
(Dormant).
|
| Account | This column displays the account number that is associated with the expense type. |
| Assignment Start | For an expense type row, this column displays the start date for the assignment. You can change this date.
For a WBS row, this column displays the start date for the earliest assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. You can utilize the assignment start and end dates to indicate the assignment period even if the project is not planning expenses in calendar periods. |
| Assignment End | For an expense type row, this column displays the end date for the assignment. You can change this date.
For a WBS row, this column displays the end date for the latest expense assignment for that WBS element. If you change this date or click
If you change this date in a way that places any part of the assignment date range outside of the plan date range for the parent WBS element, Vantagepoint notifies you that it will also adjust the plan dates to include the complete assignment date range. |
| Baseline Cost | This column displays the planned cost amount that was saved as the baseline for the expense type for the WBS element.
You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can change the baseline only if your role has appropriate access rights. |
| Calculated % Complete Cost | This column displays the percent complete based on the cost amounts for the WBS element or expense type as of the JTD date.
Calculation: (JTD cost amount / EAC cost amount) x 100 |
| Contract | This column displays either the sum of the direct expenses and reimbursable expenses contract amounts or the indirect expenses contract amount, at cost, for the WBS element.
|
| Contract Less EAC Cost | This column displays the difference between the expense contract amount and the EAC cost amount for the WBS element as of the JTD date. Negative amounts display in red.
Calculation: Expenses contract amount - EAC cost amount |
| Contract Less JTD Cost | This column displays the difference between the contract amount and the JTD cost amount for the WBS element as of the JTD date. Negative amounts display in red.
Calculation: Expenses contract amount - JTD cost amount |
| EAC Cost | For an expense type row, this column displays the estimate-at-completion (EAC) cost amount.
For a WBS row, this column displays the sum of the EAC cost amounts for that WBS element's expense assignments. Calculation: JTD cost amount as of the JTD date + ETC cost amount from day after the JTD date forward |
| ETC Cost | |
| If, in , Allow Expense Planning in Calendar Periods is not selected for the project's company or if, on the Plan form in , Plan in Calendar Periods is not selected on the Expenses tab on the Plan Settings dialog box, this column displays the planned expenses cost amount minus the JTD cost amount if result > 0; otherwise, this column displays 0 at the assignment level and the sum of the amounts at the WBS levels. | |
| If, in
,
Allow Expense Planning in Calendar Periods is selected for the project's company and, on the Plan form in
,
Plan in Calendar Periods is selected on the Expenses tab on the Plan Settings dialog box, this column displays the planning expenses cost amount beginning the day after the JTD date.
When the calendar periods display in the right section of the grid, this field is editable. You can enter amounts in this field for any WBS element at any level of the structure if that element has expenses assigned. When you do, Vantagepoint allocates the amounts to expenses and to future calendar periods for that assignment row. If you enter total ETC amounts for a parent WBS element and then expand the WBS in the grid to display assignment rows at lower levels, Vantagepoint further allocates the amounts to each calendar period for each lower-level row. Likewise, if you change the scale of the calendar period columns (from weeks to months, for example), Vantagepoint reallocates the amounts for the new scale. If you enter amounts in this field for an individual expense, Vantagepoint allocates the amounts to the future calendar periods for that expense assignment. How the amounts are allocated to expense assignments and to calendar period grid columns depends on whether or not ETC amounts have already been entered in calendar period columns for the affected expenses:
If the assignment date range for the row includes no more work days that are later than the JTD date, you cannot enter amounts in this field. Note: If you disable expense planning in calendar periods, you can no longer plan for expenses in calendar periods.
Vantagepoint does not remove existing plan or baseline data. If you re-enable calendar planning, previously planned values will be restored in calendar periods.
| |
| Has Predecessor |
This column displays a checkmark if the WBS level has at least one predecessor. |
| Has Successor |
This column displays a checkmark if the WBS level has at least one successor. |
| JTD <JTD date> Cost | This column displays the posted cost amounts through the JTD date. The JTD date displays as part of the column heading.
Calculation: Sum of expense charges for all posted transactions and committed purchase orders A red arrow
|
| Markup | This column displays the markup amount: Expenses contract amount at cost - Planned expenses cost amount. |
| Notes |
If the
If the
A note entered on this tab is also available in the Notes column on all the other planning tabs on the Plan form. The plan notes for a WBS element are also displayed in an info bubble, along with other information for that element, when you click on the WBS element in any of the planning grids in the Projects hub or in Resource Management. This option is not available for assignment rows. |
| Organization |
If Vantagepoint is set up to use organizations, this column displays the organization with which each WBS element is associated. For an assignment row, this column is blank. |
| Plan Start |
For a WBS row, this column displays the plan start date for that WBS element. For an assignment row, this column is blank. Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Plan End |
For a WBS row, this column displays the plan end date for the WBS element. For an assignment row, this column is blank. Vantagepoint provides default plan dates when it creates the plan initially (for more information, see Default Plan Dates for New Projects). Review those default dates and change any that are not correct. When you enter a plan date on this tab, the corresponding plan dates on the other planning tabs are also updated. If you change this date or click
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. When you change plan dates, Vantagepoint checks for established schedule dependencies and notifies you when adjustments to plan dates impact these relationships. |
| Planned Cost |
For a WBS row, this column displays the sum of all planned expenses amounts, at cost, for the expense types assigned to that WBS element. For an expense type row, this column displays the planned expense amount, at cost, for that expense type assignment for the WBS element. You can enter or change the planned cost amount on a WBS row or on an expense type row. You can enter amounts in this column for any WBS element at any level of the structure down through the planning level for expenses, as long as that element has at least one expense type assigned. You can also enter amounts for the expense assignment row. When you do, Vantagepoint allocates the amount to lower-level WBS elements and to the assigned expense types. How the amount entered for a WBS element is allocated to expense types depends on whether or not amounts have already been entered for the affected assignments:
|
| Planned Less EAC Cost | This column displays the difference between the planned cost amount and the EAC cost amount as of the JTD date.
Calculation: Planned cost amount - EAC cost amount |
| Planned Less JTD Cost | This column displays the difference between the planned cost amount and the JTD (charged expenses) cost amount as of the JTD date.
Calculation: Planned cost amount - JTD cost amount |
| Project Manager |
This column displays the project manager for the WBS element. |
| Type | This column displays the account type that is associated with the expense type: reimbursable, direct, or indirect. |
| Vendor Name | This column displays the vendor for the expense type assignment. |
Contents: Right Grid Section - Sub-Rows and Calendar Period Columns
The calendar section displays if, in
,
Allow Expense Planning in Calendar Periods is selected for the project's company and, on the Plan form in
,
Plan in Calendar Periods is selected on the Expenses tab on the Plan Settings dialog box. This section displays planned, actual, and baseline expense data by calendar period for the selected project. Click
> Sub-Row Selection in the upper-right corner of the grid to select the columns you want to display in this section of the grid. You can select sub-rows for
Billing amounts or
Cost amounts. If you have projects that vary between the budget types, have markups, or have two different currencies that display in the plan for cost and billing, select both items to save time.
- Whether the currencies shown in the plan differ between cost and billing. This is determined by the setting of the Use Billing (Not Project) Currency for Reporting option in .
- Whether the plan's budget type is Cost, Billing, or Cost and Billing. This is specified by the Budget Type selection on the General tab of the Plan Settings dialog box in .
- Whether a billing markup is selected. This is specified by the Expenses Rate Method selection on the Expenses tab of the Plan Settings dialog box in .
| Field | Description |
|---|---|
| Calendar period columns |
Use the calendar period columns in the right grid section to view actual, baseline, or planned data. The timeline that displays depends on the sub-rows you select. If you select only Planned sub-rows, the calendar date range matches the project level Plan Start and Plan End dates. If you also select Actual or Baseline sub-rows, Vantagepoint extends the calendar display if the actual or baseline amounts started before or ended after the plan dates. Your selection in Scale determines whether each calendar period column represents a day, week, or month. The number of calendar period columns depends both on the scale that you select and on the project level's plan start and end dates. You may need to scroll horizontally to view later periods. You can enter expenses in a calendar period column for any WBS element at any level of the structure if that WBS element has expenses assigned and if the calendar period includes at least one work day for those assignments that is later than the JTD date. The Planned sub-rows are the only editable sub-rows on the calendar grid. You can enter planned expense amounts at any WBS level in a calendar period field within the remaining plan dates at the project level. When you do, Vantagepoint allocates the amounts to the expense assignments. If that calendar period currently has amounts for the expense assignment, the amounts you enter are allocated to days in proportion to each day's current amounts. If the calendar period has no amounts for the expense assignment, the amounts you enter are allocated equally to each work day in the calendar period. If you are using multiple currencies, the currency code will appear in parentheses after the sub-row label. For example, Planned Cost (USD).
If the field you select includes some dates that are on or before the JTD date and some dates that are after, a drop-down dialog box displays both Past and ETC fields where you can enter or change the amounts. The field then displays the updated sum of the past amounts and ETC expense cost amounts. If you are entering amounts at the WBS structure level:
If you are entering amounts at an assignment level:
If you enter expense amounts for calendar periods that are outside of the current assignment start or end date range,
Vantagepoint adjusts the assignment and plan dates to include that calendar period as long as the dates are valid based on dependencies:
Note that when Vantagepoint updates all values, you may see minor changes in the amounts for other calendar periods that you did not edit. This occurs when the scale at which you make your changes is smaller than the scale at which the amounts were previously saved (for example, if they were previously saved in monthly periods, and you change the amounts for a weekly period). That, in turn, can change the number of amounts to be spread and/or change the number of periods over which they are spread, resulting in small differences for individual calendar periods. As you make entries in the calendar periods, some amounts in the columns and sub-rows may not be updated immediately and instead be marked with a strikethrough. This is the case when you update amounts for a plan that has a billing markup using an account rate or category rate table. When you update the cost amount, Vantagepoint displays the out-of-date billing amounts with a strikethrough to indicate that they are no longer current. When you move off the current row, all grid cells with out-of-date values are automatically recalculated, and the strikethrough is removed. |
| Field | Description |
|---|---|
| Planned Cost |
For a WBS row, this sub-row displays the sum of all planned cost amounts for that WBS element's expense assignments in each calendar period. For an individual expense row, this sub-row displays the planned cost amount allocated to each calendar period for that expense assignment. You can enter or update amounts in the Planned Cost sub-row if, on the General tab of the Plan Settings dialog box, you set the Budget Type option to Cost or Cost and Billing. If you set the Budget Type option to Billing, you can enter or update amounts in the Planned Cost sub-row only when you specify billing markup settings (rate method or multiplier) on the Expenses tab of the Plan Settings dialog box. If you select a calendar period field that includes some days that are on or before the JTD through date and some days that are after, a drop-down dialog box displays both Past and ETC fields, in which you can enter or change the planned amounts. The field then displays the updated sum of the past and ETC amounts. |
| Planned Billing |
For a WBS row, this sub-row displays the sum of all planned billing amounts for that WBS element's expense assignments in each calendar period. For an individual expense row, this sub-row displays the planned billing amount allocated to each calendar period for that expense assignment. You can enter or update amounts in the Planned Billing sub-row if, on the Plan Settings dialog box, you set the Budget Type option to Billing on the General tab and did not specify billing markup settings (rate method or multiplier) on the Expenses tab. You can also edit this sub-row if you set the Budget Type option to Cost and Billing and the project uses different currencies for cost and billing amounts. In all other cases, the Planned Billing sub-row is read-only. Use the Planned Cost sub-row to enter amounts. If you select a calendar period field that includes some days that are on or before the JTD through date and some days that are after, a drop-down dialog box displays both Past and ETC fields, in which you can enter or change the planned amounts. The field then displays the updated sum of the past and ETC amounts. |
| Actual Cost | For a WBS or expense row, this sub-row displays the posted cost amounts in the project currency through the JTD date in each calendar period.
If you display this sub-row and there are actual values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Billing on the Plan Settings dialog box, this sub-row will not display any values. |
| Actual Billing | For a WBS or expense row, this sub-row displays the posted billing amounts through the JTD date in each calendar period.
If you display this sub-row and there are actual values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Cost on the Plan Settings dialog box, this sub-row does not display any values. |
| Baseline Cost | For a WBS or expense row, this sub-row displays the cost amount that is saved in the baseline in each calendar period.
If you display this sub-row and there are baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Billing on the Plan Settings dialog box, this sub-row will not display any values. |
| Baseline Billing | For a WBS or expense row, this sub-row displays the billing amount that is saved in the baseline in each calendar period.
If you display this sub-row and there are baseline values that are outside of the plan date range, Vantagepoint displays additional calendar period columns to represent those amounts. You can display this sub-row regardless of the specified budget type for the plan. If you set the Budget Type option to Cost on the Plan Settings dialog box, this sub-row does not display any values. |
|
To display the Expense Plan Summary chart and the Expense Progress chart for a WBS element, hover over or click the WBS row and then click this icon at the end of the row.
The charts display in the Expenses Charts dialog box. If you leave the dialog box open, you can select other rows in the grid, and the charts update automatically to reflect the currently selected row. The charts also update automatically if you change data in the grid that affects the currently selected row. |
|
This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row:
|
