Procedures
When you review a project, you can drill down to detail or view supporting documents.
- Select the Budget Source
If your firm uses Vision's Planning application, you can decide whether you want to draw budgeted amounts from the Project Budget Worksheet in the Accounting application or from a mapped plan in the Project Planning application. - Pin the Work Breakdown Structure Tree
Vision provides graphical representations of WBS structures. When you see the WBS
icon, you can pin the WBS tree structure to navigate easily between the WBS elements (phases and tasks) that you are working on.
- Select the Actuals Rate
You can select the rate, cost or burden, that Vision uses to calculate actual amounts on the Project Review form. - Specify Aging Column Definitions
You can specify the aging columns that you want to display along the top of the Aged Accounts Receivable grid on the Accounts Receivable tab of the Project Review form. - Drill Down on Amounts
You can drill down on amounts displayed on the Project Review form, to see supporting detail. - Drill Down on Names
In Project Review, you can click a name to access a person's Info Center record so that you can review details about the employee or vendor. - View Supporting Documents in Project Review
In Project Review, you can view supporting documents that have been attached to employee expense reports, AP vouchers, and AP disbursements.
Parent Topic: Project Review Overview