Consultants Tab of Planning Grid Configuration Form

Use the settings on the Consultants tab to determine which columns and rows display by default on the Consultants tab of Project Planning.

Contents

Consultant Columns

  • To include a column on the Consultants tab, 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
Consultant 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.

WBS Level

Select this option to map the plan's WBS elements to existing records so that you will have the ability to report actual hours and amounts.

If you decide to include this field on the Consultants tab, you must also select one or more of the following columns for inclusion: Project, Phase, Task, or Labor Code.

Project Select this option to enter or display a project record's identifier. This field works with the WBS Level field to map to the Vision Info Center and Accounting applications so that you can report actuals for the plan.
Phase Select this option to enter or display a phase record's identifier. This field works with the WBS Level field to map to the Vision Info Center and Accounting applications so that you can report actuals for the plan.
Task Select this option to enter or display a task record's identifier. This field works with the WBS Level field to map to the Vision Info Center and Accounting applications so that you can report actuals for the plan.
Account Select this option to enter or display the expense account record's identifier. This field works with the WBS Level field to map to the Vision Info Center and Accounting applications so that you can report actuals for the plan.
Vendor Select this option to enter or display the vendor record's identifier. This field works with the WBS Level field to map to the Vision Info Center and Accounting applications so that you can report actuals for the plan.
Start Select this option to enter or display a beginning date for the current WBS element.
Finish Select this option to enter or display an end date for the current WBS element.
Planned Cost Select this option to enter or display the planned cost amount for the current WBS element.
Multiplier Select this option to display the multiplier for the current WBS element.
Planned Bill Select this option to display the planned billing amount for the current WBS element.
% Complete Cost Select this option to enter or display a percent complete of the planned cost amount for the current WBS element.
% Percent Complete Bill Select this option to enter or display a percent complete of the planned billing amount for the current WBS element.
Job to Date Cost Select this option to display the Job to Date actual cost for the current WBS element.
Job to Date Bill Select this option to display the Job to Date billing amount for the current WBS element.
Estimate to Complete Cost Select this option to display the Estimate to Complete cost amount for the current WBS element.
Estimate to Complete Bill Select this option to display the Estimate to Complete billing amount for the current WBS element.
Estimate at Completion Cost Select this option to display the Estimate at Completion cost amount for the current WBS element.
Estimate at Completion Bill Select this option to display the variance between the planned billing amount and the Estimate at Completion billing amount for the current WBS element.
Plan - Estimate at Completion Cost Select this option to display the variance between the planned cost amount and the Estimate at Completion cost amount for the current WBS element.
Plan - Estimate at Completion Bill Select this option to display the variance between the planned billing amount and the Estimate at Completion billing amount for the current WBS element.
Baseline Cost Select this option to display the cost estimated for the current WBS element at the time the baseline version was saved.
Baseline Bill Select this option to display the billing amount estimated for the current WBS element at the time the baseline version was saved.
Planned Revenue Select this option to display the planned revenue estimated for the current WBS element.

Consultant Rows

  • To include a row on the Accordion Calendar grid (bottom right of the Consultants tab in Project Planning), click the Show field. A check mark displays. You may select 1, 2, or 3 rows.

  • To clear a row, click the check box again. The check mark no longer displays and the box is empty.

Field Description
Consultant 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.

Baseline Cost Select this option to display the baseline budget cost, by line item.
Planned Cost Select this option to display the forecast cost, by line item.
Actual Cost Select this option to display the actual cost reported in Vision Accounting.
Baseline Bill Select this option to display the baseline billing amount, by line item.
Planned Bill Select this option to display the forecast billing amount, by line item.
Actual Bill Select this option to display the actual billing amounts reported in Accounting.
Revenue Select this option to display the actual revenue reported.
Parent Topic: Planning Grid Configuration Form