JTD Charging Dialog Box

Use the JTD Charging dialog box to view the Job to Date Hours, Cost (if you have access to see full cost rates), and Billing amounts for the task row.

Right-click at the project WBS level to see a shortcut menu that includes the Job to Date Charging option. Click this option to display the Job to Date dialog box, which lists all employees who have charged to the Project, Phase, Task, or Labor Code that is mapped to the Planned Task. You can click the "JTD hour" amount to drill down to the Labor Detail report for a given employee. The numbers in the Job to Date Charging grid will include unposted values if the Show Unposted Actual Labor option is selected on the General tab of Project Planning.

You can use this dialog box when the following conditions are met:

Your security rights allow access to the plan.
The plan is not checked out to another user.
The Planning Task row is mapped correctly to the existing project.

This dialog box displays timesheet charges that are posted. However, if the Show Unposted Actual Labor option is selected on the General tab of Project Planning, the charges from unposted timesheets are also included. Only the missing JTD charges dated through the current JTD/ETC date are included.

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To view JTD amounts for the task row, complete the following steps:

From the Vision Navigation menu, select Planning > Project Planning.
Click the Labor tab.
Select a grid row.
Right-click and select the JTD Charging option.

The numbers in the JTD Charging grid are not rounded to the whole number, so the numbers may not match. This is necessary to ensure that the numbers on the JTD Charging grid match the numbers in the Labor Detail report.

Field	Description
JTD Charge Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "`Drag a column header here to group by that column`," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.

Field

Description

JTD Charge Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Field	Description
Name	This field displays the name of the employee with JTD charges.
Number	This field displays the respective employee number.
JTD Hours	This field displays the number of JTD hours for the employee. You can click on this number to drill-down to the Labor Detail report, which provides an overview of the projects and tasks to which employees have posted labor. This report is available only if you use Vision Billing.
JTD Cost	If you have Security access rights to see full cost rates, this field displays the JTD cost amount for the employee.
JTD Bill	This field displays the JTD billing amount for the employee.

JTD Charging Dialog Box

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