Use these options to specify the default settings that display on the General tab of Project Planning.
Even though you establish the initial default settings, users may modify and override those settings. For example, when you select the
Include in Utilization and Project Reports option, that same option displays on the General tab of Project Planning. The user may remove the selection on that option. When the user saves the plan, Vision saves the option specified by the user.
Field | Description |
Starting Day of the Week
|
Select the day of the week on which business starts.
This option does not apply to iAccess for Vision plans.
|
Planned Revenue: Labor Multiplier Type
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Use this field to specify how to calculate planned revenue based on planned labor. The options for this field depend on the
Budget Type entry on the Rates tab.
If the
Budget Type is set to
Cost and Billing, the
Labor Multiplier Type defaults to
User Entered (Cost) and the options list displays:
-
User Entered (Cost)
-
Planned Multiplier
-
User Entered (Billing)
-
Planned Ratio
If the
Budget Type is set to
Cost:
- The
Labor Multiplier Type defaults to
User Entered (Cost), which is the planned labor cost amount, and the options list displays
User Entered (Cost) and
Planned Multiplier.
- The
Planned Multiplier that displays on the Analysis tab is calculated as follows:
Planned Total Compensation (Compensation + Consultant Fee + Reimbursable Allowance) - Direct and Reimbursable Expenses/Planned Labor Cost
If the
Budget Type is set to
Billing:
- The
Planned Multiplier defaults to
User Entered (Billing), which is the planned labor amount at billing value, and the options list displays
User Entered (Billing) and
Planned Ratio.
- The
Planned Ratio that displays on the Analysis tab is calculated as follows:
Planned Total Compensation (Compensation + Consultant Fee + Reimbursable Allowance) - Direct and Reimbursable Expenses/Planned Labor Billing
If you are using iAccess for Vision, all iAccess for Vision plans are set to
Planned Ratio.
|
Planned Revenue: Multiplier
|
If the
Labor Multiplier Type is set to
User Entered (Cost) or
User Entered (Billing), you can enter a value in this field to specify the
Multiplier.
If the
Labor Multiplier Type is set to
Planned Ratio or
Planned Multiplier, this field displays the
Planned Ratio or
Planned Multiplier, as calculated on the Analysis tab.
This option does not apply to iAccess for Vision plans.
|
Planned Revenue: Reimbursable Method
|
Select the method to use to display project revenue from reimbursable expenses and consultants. If using iAccess for Vision, all iAccess for Vision plans are set to Billing.
|
% Complete Formula
|
Select the percent complete formula to be used as the default for plans. This option is available only with the proper configuration settings on the Planning tab of Role Security.
If you are using iAccess for Vision, all iAccess for Vision plans are set to
JTD/(JTD + ETC).
|
Overhead %
|
Enter the overhead percent applied to the project.
|
Include in Utilization and Project Reports
|
Select this option if you want
Include in Utilization and Project Reports selected by default on the General tab of Project Planning for new plans.
When
Include in Utilization and Project Reports is selected for a plan, Vision includes the plan when running Planning reports and Resource Management searches.
If you are using iAccess for Vision, all iAccess for Vision plans are included in utilization.
|
Default WBS Mapping Grid
|
Use these fields to determine how data summarizes in the default work breakdown structure. The system defaults are:
Project
|
1
|
Phase
|
2
|
Task
|
3
|
Labor Code
|
4
|
You can specify more than three levels in the WBS. However, you can only map the first three levels to the WBS levels in Vision Accounting.
If users want to customize their WBS Mapping structure, they must use the
option that displays the Default WBS Mapping dialog box.
This option does not apply to iAccess for Vision plans.
|
Default WBS Mapping: WBS Element
|
This column displays the defined WBS elements.
This option does not apply to iAccess for Vision plans.
|
Default WBS Mapping: Plan Level
|
Use this column to specify the level of each WBS element. You may specify more than three levels in the WBS. However, you can only map the first three levels to the WBS levels in Vision Accounting.
A WBS element at a higher level summarizes data from the level below it. Thus, using the default project-phase-task levels would mean that task data rolls up to the phase level and that phase data, in turn, summarizes at the project level.
If any of the levels are set to
0, they will not be available on the Planning Grid Configuration dialog box or on the Default WBS Mapping dialog box.
This option does not apply to iAccess for Vision plans.
|
Default WBS Mapping: Match JTD
|
Use the
Match Job to Date option to specify the level of matching between Job to Date information and each WBS level. When you select a level, all subsequent levels are automatically selected. When you do not select a level, Job to Date is calculated by summing numbers from lower levels.
This option does not apply to iAccess for Vision plans.
|
iAccess Plans Only: Calendar Scale
|
Select the calendar scale for iAccess for Vision plans. The default is
Weekly. If you use the Multicompany feature, you set this option for each company in your enterprise.
|
iAccess Plans Only: Expenses Planning Level
|
This option is only available when
Expenses is selected in
Enable Planning Tabs group box.
Use this drop-down list to specify the default WBS level that will be used to plan expenses for the project in iAccess for Vision plans:
- Project — Select this option to plan expenses at the project level.
- Phase — Select this option to plan expenses at the phase level, if the project has phases. Otherwise, expenses are planned at the project level.
- Lowest Level — Select this option to plan expenses at the lowest level of the branch (typically the task level).
The options in this list are based on the WBS settings that are defined in Vision Utilities Key Formats. For example, if the phase length is set to zero, then project is the only option that displays in the Expenses Planning Level list.
|
iAccess Plans Only: Consultants Planning Level
|
This option is only available when
Consultants is selected in
Enable Planning Tabs group box.
Use this drop-down list to specify the default WBS level that will be used to plan consultants for the project in iAccess for Vision plans:
- Project — Select this option to plan consultants at the project level.
- Phase — Select this option to plan consultants at the phase level, if the project has phases. Otherwise, consultants are planned at the project level.
- Lowest Level — Select this option to plan consultants at the lowest level of the branch (typically the task level).
The options in this list are based on the WBS settings that are defined in Vision Utilities Key Formats. For example, if the phase length is set to zero, then project is the only option that displays in the Consultants Planning Level list.
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