ETC and JTD Date Basis Dialog Box

You can configure how to use the Estimate to Complete (ETC) and Job to Date (JTD) dates when you calculate these numbers for your plan. This setting is specific to plans that contain your user name.

The Estimate to Complete amount is the sum of all planned numbers whose dates are greater than the date basis. For example, if the date basis is today, the Estimate to Complete is the sum of all planned numbers whose dates are tomorrow and beyond.

The Job to Date amount is the sum of all actual numbers whose dates are less than or equal to the date basis. For example, if the date basis is today, the Job to Date is the sum of all actual numbers whose dates are today or prior to today.

Parent Topic: Screens

Location

To configure the ETC and JTD dates, complete the following steps:

  1. From the Vision Navigation menu, click Planning > Project Planning.
  2. On the Project Planning toolbar, click Options > Estimate to Complete/Job to Date Basis to display the ETC and JTD Date Basis dialog box.  

ETC and JTD Date Basis Dialog Box

Field Description
Date Options Select a date option to apply to the Estimate to Complete and Job to Date basis.
  • Today's Date — Select this option to use the current date.
  • Period End Date — Select this option to select an end date based on the specified period.
  • Specific Date — Select this option to specify a date.

Buttons

Field Description
OK Click this button to save your changes.
Cancel Click this button to cancel without saving changes.
Help Click this button to view the Vision online help.