Project Planning Performance
Use the Project Planning Performance report to review project plan schedules and all aspects of plan performance: history, forecasts, hours, costs, and profitability.
Non-Work Days
When it prorates values and calculates standard hours, Vision takes into consideration the non-work days specified on the Holiday Configuration form (Configuration > General > Holiday Calendar) for the company that was active when the plan was created.
If hours or amounts are posted to a span of non-work days or holidays and those non-work days fall completely within the start and end dates of a period column on the report, they are included on the report for that period. If the non-work days do not completely fall within a period column on the report (for example, if they fall within more than one report period), the proration process may exclude them from the report.
Match JTD Option
This report is affected by the Match JTD option, which you set on the Project Planning form.
For any plan that is mapped to a project, use the Match JTD option on the Default WBS Mapping dialog box in Planning to specify the level of matching between job-to-date information and work breakdown structure (WBS) levels. (To display that dialog box, click Default WBS Mapping on the Options menu on the Project Planning form.) When you select that option for a level, all subsequent levels are automatically selected. When a level is not selected, Vision calculates the job-to-date value as the sum of values from lower levels.
For example, suppose you have two plans, both of which are mapped to the same project. However, plan 1 is mapped to phase A of that project and plan 2 is mapped to phase B. If you select Match JTD for the phase level, Vision accumulates actual values at the phase level, rather than at the project level. As a result, the job-to-date values are accurate for each of the plans. If you do not select Match JTD for the phase level, Vision accumulates job-to-date values at the project level. In that case, job-to-date values for plan 1 could incorrectly include actual activity for phase B, and those for plan 2 could incorrectly include actual activity for phase A.
Access to Labor Cost Information
The Labor Cost Rates/Amounts option on the Accounting tab of the Roles form (Configuration > Security > Roles) determines your access to actual labor cost rates and amounts when you preview or print Planning reports. In some cases, it also determines your access to planned labor costs.
Configuration Settings
The contents of this report depend upon whether or not the following options are selected in the Planning Tabs group box on the General tab of the Plan Settings form (Configuration > Planning > Plan Settings):
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Enable Expense Planning
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Enable Consultant Planning
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Enable Unit Planning
If Enable Unit Planning is not selected, actual hours and amounts for units are included in the expenses or consultants sections of the report.
Sort and Group by Custom Fields
You can sort and group information on this report by custom fields for the top project of a plan.
Related Topics
- Display the Project Planning Performance Report
The Project Planning Performance report is a Project Planning report. - Project Planning Performance General Tab
Use the General tab to select report options for the Project Planning Performance report and to save sets of options for reuse. - Project Planning Performance Options Tab
Use the Options tab to include unposted labor, include committed purchase order expenses, and set detail levels for labor, expenses, consultant expenses, and units. - Project Planning Performance Labor and Expense Tab
Use the Labor and Expense tab to specify additional options for displaying labor, expense, and consultant data on the Project Planning Performance report. - Project Planning Performance Date Basis Tab
Use ETC/JTD Date Basis on the Date Basis tab to specify the date Vision uses to calculate estimate-to-completion (ETC) and job-to-date (JTD) amounts. - Project Planning Performance Columns Tab
Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.