Labor Tab of Planning Grid Configuration Form

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

Contents

Labor Columns

  • To include a column on the Labor 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
Labor 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 Vision Info Center records so that you will have the ability to report actual hours and amounts.

If you decide to include this field on the Labor 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.
Labor Code Select this option to enter or display a labor code 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 an individual WBS element.
Finish Select this option to enter or display an end date for an individual WBS element.
Cost Rate Select this option to enter or display a cost rate for an individual WBS element. Cost rates represent your firm's cost to produce a service.
Billing Rate Select this option to enter or display a billing rate for an individual WBS element. Billing rates represent what the client will pay for the services your firm provides.
Planned Hours Select this option to enter or display the total planned hours for the current WBS element.
Planned Cost Select this option to display the planned cost amount 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.
% 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 Hours Select this option to display the Job to Date actual hours for the current WBS element. This is valid only if you map the plan to records in the Vision Info Center.
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. This is valid only if you map the plan to records in the Vision Info Center.
Estimate to Complete Hours Select this option to enter or display the estimate to complete hours for the current WBS element.

The Estimate to Complete hours represent how many hours are estimated as required to complete work on the WBS element, from the current date through the end of the plan.

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 Hours Select this option to display the Estimate at Completion hours 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 Estimate at Completion billing amount for the current WBS element.
Plan - Estimate at Completion Hours Select this option to display the variance between the planned hours and the Estimate at Completion hours 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 Hours Select this option to display the number of hours estimated for the current WBS element at the time the baseline version was saved.
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 estimated planned revenue for the current WBS element.
Compensation Select this option to enter or display the compensation fee cost reported. This total reflects all numbers rolled up to the parent row. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
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 Allow Select this option to enter or display the reimbursable allowance costs reported. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
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 Compensation Cost Select this option to display the sum of the Compensation Cost, Consultant Cost, and Reimbursable Cost columns. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
Dependency Select this option to indicate that there is a predecessor or successor dependency for the WBS element. You can use the Schedule tab of Project Planning to create dependent relationships between items that are at the lowest level of the WBS. These are the child-level, or leaf nodes of the WBS, because they display under a parent level. For the purpose of task dependencies, these are referred to as "tasks" but they may be phases, tasks, or labor codes depending on the WBS structure.

Labor Rows

  • To include a row on the accordion calendar grid, 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
Labor 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.

Gantt Chart Select this option to display Gantt Chart bars on the accordion calendar grid. Each bar represents the number of days scheduled for the corresponding WBS element. The bar spans the time between the start date and the end date of the element.
Baseline Hours Select this option to display the baseline hours, by line item.
Planned Hours Select this option to display the forecast hours, by line item.
Actual Hours Select this option to display the actual hours reported, by line item.
Baseline Cost Select this option to display the baseline labor cost, by line item. Baseline hours are multiplied by employee cost rates.
Planned Cost Select this option to display the forecast labor cost, by line item. Planned hours are multiplied by employee cost rates.
Actual Cost Select this option to display the actual labor cost reported.
Baseline Bill Select this option to display the baseline labor billing amount, by line item. Baseline hours are multiplied by employee billing rates.
Planned Bill Select this option to display the forecast labor billing amount, by line item. Planned hours are multiplied by employee billing rates.
Actual Bill Select this option to display the actual billing amounts reported.
Revenue Select this option to display the actual revenue reported.
Earned Value Percentage Use this field to enter the earned value percentage for the current plan level. Vision uses this percentage to calculate the Earned Value based on planned cost or billing amounts.

When you enter the Earned Value Percent for the current plan level, Vision removes any previously entered earned value percentage for the plan. You can only enter Earned Value Percent at one level for each branch of the plan.

Compensation Cost Select this option to display the compensation fee cost reported. This total reflects all numbers rolled up to the parent row. You can spread the Compensation Cost total across the grid. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
Compensation Bill Select this option to display the compensation fee billing amounts reported. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
FeeDirLbr Select this option to enter or display the direct labor cost amounts reported.
FeeDirLbr.Bill Select this option to enter or display the direct labor billing amounts reported.
FeeDirExp Select this option to enter or display the direct expense cost amounts reported.
FeeDirExp.Bill Select this option to enter or display the direct expense billing amounts reported.
FeeDirCon Select this option to 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.
FeeDirCon.Bill Select this option to display the consultant fee billing amounts 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 cost reported. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
Reimbursable Bill Select this option to display the reimbursable allowance billing amounts reported. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
FeeReimExp Select this option to enter or display the reimbursable expense amounts reported.
FeeReimExp.Bill Select this option to enter or display the reimbursable expense billing amounts reported.
FeeReimCon Select this option to enter or display the reimbursable consultant amounts reported.
FeeReimCon.Bill Select this option to display the reimbursable consultant billing amounts reported. This field displays if you select the Compensation Values by Row and Period option on the General tab of Planning Configuration.
Parent Topic: Planning Grid Configuration Form