Vision 7.5 Help

This tab displays if the Budget Type is set to Cost or Cost and Billing on the Rates tab of Project Planning. The data for some of these fields is populated based on entries in other areas of the Vision application. Other fields populate with data that is based on calculations that Vision performs on entries on this tab.

Field	Description
Currency	If your firm uses the Multicurrency feature, this field displays the currency that your company selected from the list of enabled currencies.
Fee Analysis at Cost Rates	The columns in this section provide an overview of the Contract/Fee, Planned, and Profit/(Loss) amounts for your plan. Contract/Fee — The user- entered compensation or fee amounts. As you update or change these amounts, the planned and profit/loss amounts automatically recalculate. Planned — The planned amounts at cost that are pulled from different areas of Vision. Profit/(Loss) — The difference between the contract and planned amounts. You can read down each column to view the contract or planned amounts for the following categories: Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount. Any overhead or contingency percentages that are entered or updated are factored into these amounts. Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts. Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts. Total — Total of all compensation, direct consultant, and reimbursable allowance amounts. These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional). If the Compensation Values by Period option is selected on the General tab of Planning Configuration, you can use the Refresh Analysis Compensation option on the Actions toolbar menu to copy the Direct Labor, Direct Expense, Direct Consultant, Reimbursable Expense, and Reimbursable Consultant Fee amounts from the Labor tab to the Cost Analysis tab's corresponding fields.
Planning Analysis at Cost Columns	The columns in this section provide an overview of the Actual, Estimate to Complete, and Estimate at Complete amounts for your plan. Actual — These fields display the actual amounts that are pulled from different areas of Vision. Estimate to Complete — These fields display the amounts remaining to complete. The ETC is calculated based on the application, Vision or Navigator, in which the plan was created. See the How Planning Calculates ETC online help topic for additional information. Estimate at Complete — These fields display the sum of the Actual and Estimate to Complete amounts. You can read down each row to view the actual and estimate to complete amounts for the following categories: Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount. Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts. Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts. Total — Total of all compensation, direct consultant, and reimbursable allowance amounts. These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, the use of burden rates, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional).

Contract/Fee — The user- entered compensation or fee amounts. As you update or change these amounts, the planned and profit/loss amounts automatically recalculate.
Planned — The planned amounts at cost that are pulled from different areas of Vision.
Profit/(Loss) — The difference between the contract and planned amounts.

You can read down each column to view the contract or planned amounts for the following categories:

Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount. Any overhead or contingency percentages that are entered or updated are factored into these amounts.
Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts.
Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts.
Total — Total of all compensation, direct consultant, and reimbursable allowance amounts.

These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional).

If the Compensation Values by Period option is selected on the General tab of Planning Configuration, you can use the Refresh Analysis Compensation option on the Actions toolbar menu to copy the Direct Labor, Direct Expense, Direct Consultant, Reimbursable Expense, and Reimbursable Consultant Fee amounts from the Labor tab to the Cost Analysis tab's corresponding fields.

Planning Analysis at Cost Columns

The columns in this section provide an overview of the Actual, Estimate to Complete, and Estimate at Complete amounts for your plan.

Actual — These fields display the actual amounts that are pulled from different areas of Vision.
Estimate to Complete — These fields display the amounts remaining to complete. The ETC is calculated based on the application, Vision or Navigator, in which the plan was created. See the How Planning Calculates ETC online help topic for additional information.
Estimate at Complete — These fields display the sum of the Actual and Estimate to Complete amounts.

You can read down each row to view the actual and estimate to complete amounts for the following categories:

Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount.
Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts.
Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts.
Total — Total of all compensation, direct consultant, and reimbursable allowance amounts.

These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, the use of burden rates, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional).

Job-to-Date Actual

Field	Description
Planned Multiplier	This field displays the planned multiplier for cost, which helps you evaluate how much revenue a plan will return per unit of labor cost. Vision calculates the multiplier as follows: (Planned Total Compensation - Planned Direct and Reimbursable Expenses) / Planned Labor Cost
Effective Multiplier	This field displays the effective multiplier for cost. Vision calculates the multiplier as follows: Net Revenue = Earned Revenue - (Direct Labor, Direct Expense, Direct consultant, Reimbursable Expense, and Reimbursable Consultant) Effective Multiplier = Net Revenue / Direct Labor
Planned Profit	This field displays the total planned profit as calculated in the Profit /(Loss) column. There are two methods for changing the planned profit amount: This field automatically recalculates if values in the Compensation, Direct Consultant, or Reimbursable Allowance fields change. You can enter the amount of planned profit directly in this field. This will automatically recalculate the Labor amount in the Compensation fields.
Planned Profit %	This field displays the percentage of planned profit, which is calculated as follows: (Planned Profit / Total) x 100 This field automatically recalculates if values in the Compensation, Direct Consultant, or Reimbursable Allowance fields change. You can enter the percentage of planned profit directly in this field. This will automatically recalculate the Labor amount in the Compensation fields.
Earned Revenue	This field displays the earned revenue, which is the actual Job-to-Date revenue that is associated with the current period.
Actual Cost	This field displays the actual Job-to-Date amount that was spent at billing that is associated with the period.
Actual Profit	This field displays the actual profit amount: Earned Revenue - Actual Cost This field does not display if the project's charge type is Overhead or Promotional.
Actual Profit %	This field displays the profit percent: Total Profit / Total Earned This field does not display if the project's charge type is Overhead or Promotional.
% Complete	This field displays the percent of the project that is complete.
% Expended Hour	This field displays the percent expended hours: Total Actual Hours / Total Planned Hours
% Expended $	This field displays the percent expended amount: Total Actual Hours / Total Planned Dollars

Cost Analysis Tab of Project Planning

Contents

Job-to-Date Actual