Use the settings on the Billings tab to determine which columns and rows display in the Billing grid on the Summary tab of Project Planning.
To display the Billing Summary on the Billing grid, select the
Show Bill Summary option.
Some of the columns and rows that display on this tab are determined by the
Enable Expenses, Enable Consultants, and
Enable Units options on the General tab of Planning Configuration.
Contents
Billing Columns
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To include a column in the Billing grid, click the
Show field. A check mark displays.
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To clear a column, click the check box again. The check mark no longer displays and the box is empty.
| Field | Description |
|---|
| Billing Columns Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
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 grid 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 the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Total Hours
|
Select this option to display the summary of all hours for all WBS elements.
|
| Labor
|
Select this option to display the labor hours for the current WBS element.
|
| Expenses
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Select this option to display the expenses for the current WBS element.
|
| Consultants
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Select this option to display the consultants for the current WBS element.
|
| Units
|
Select this option to display the units for the current WBS element.
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| Total (Labor + Expense + Consultants + Units)
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Select this option to display the total hours (Labor + Expenses + Consultants + Units) for the current WBS element.
|
Billing Rows
-
To include a row in the Billing grid, click the
Show field. A check mark displays.
-
To clear a row, click the check box again. The check mark no longer displays and the box is empty.
| Field | Description |
|---|
| Billing Rows Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
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 grid 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 the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
| Baseline
|
Select this option to display the total hours or amount estimated in the baseline version of the plan.
|
| Planned
|
Select this option to display the revised total hours or amount budgeted for the plan. This is similar to the current forecast for the full plan.
|
| Job to Date
|
Select this option to display the Job to Date total hours or amount. Job to Date hours are the actual hours reported as worked since the plan began. Job to Date costs are the actual cost amounts reported since the plan began.
This amount includes any historical actual data.
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| Estimate to Complete
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Select this option to display the Estimate to Complete hours or amount. This is the estimate of the remaining planned hours or amount relative to today, including non-working days set up in your holiday calendar.
The calendar period within which today falls is important in determining any proration required by the Estimate to Complete calculation:
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If the day on which you are looking at the plan data is the last business day of a calendar period, Vision does not require proration.
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If the day on which you are looking at the plan data is
not the last day of a calendar period, Vision must prorate the hours or amount. To do this, Vision divides the business days remaining in the calendar period by the total number of business days in the calendar period.
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| Estimate at Completion
|
Select this option to display the Estimate at Completion hours or amount. This is the current estimate of the total that will have been worked or spent at the plan's finish.
Estimate at Completion = Job to Date + Estimate to Complete
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| Planned Estimate at Completion
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Select this option to display the variance between the total budget hours or amount specified in the current version of the plan and the original baseline version of the plan.
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