Compensation Tab of Summary Grid Configuration Form

Use the settings on the Compensation tab to determine which columns and rows display in the Compensation grid on the Summary tab of Project Planning.

The columns and rows available on this tab depend on the selections made by your System Administrator in Configuration > Planning.

To display the Compensation Summary on the Summary grid, select the Show Compensation Summary option.

Contents

Compensation Columns

  • To include a column in the Compensation grid, click the Show field. A check mark displays.
  • To clear a column, click the check box again. The check mark no longer displays and the box is empty.
Field Description
Compensation 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 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 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.

Compensation Select this option to display the total compensation, depending on the following:
  • If you select the Compensation Values by Row/Period option, Vision pulls the compensation amount from the sum of all compensation rows on the Labor Planning grid of Project Planning.
  • If you do not select the Compensation Values by Row/Period option, Vision pulls the compensation amount from the compensation fields on the Analysis tab of Project Planning.
FeeDirLbr Select this option to enter or display the direct labor cost amounts reported.
FeeDirExp Select this option to enter or display the direct expense cost amounts reported.
FeeDirCon Select this option to enter or display the consultant fee cost reported. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
Reimbursable Allowance Select this option to display the reimbursable allowance, depending on the following:
  • If the Compensation Values by Row/Period option is selected, the compensation amount is taken from the sum of all compensation rows on the Labor Planning grid of Project Planning.
  • If you do not select the Compensation Values by Row/Period option, Vision pulls the compensation amount from the compensation fields on the Analysis tab of Project Planning.
FeeReimExp Select this option to enter or display the reimbursable expense amounts reported.
FeeReimCon Select this option to enter or display the reimbursable consultant amounts reported.
Total Select this option to display the total compensation costs, depending on the following:
  • If the Compensation Values by Row/Period option is selected, the compensation amount is taken from the sum of all Compensation rows on the Labor Planning grid of Project Planning.
  • If you do not select the Compensation Values by Row/Period option, Vision pulls the compensation amount from the Compensation fields on the Analysis tab of Project Planning.

Compensation Rows

If you use the Multicurrency feature, the Compensation grid displays Cost and Billing rows. If you do not use the Multicurrency feature, no grid rows display.

  • To include a row in the Compensation 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
Compensation 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 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 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.

Cost If you use the Multicurrency feature, this grid row displays the Compensation Fee, Consultant Fee, and Reimbursable Allowance amounts in the cost currency.
Billing If you use the Multicurrency feature, this grid row displays the Compensation Fee, Consultant Fee, and Reimbursable Allowance amounts in the billing currency.