| Field | Description |
|---|
| Unit 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.
|
| 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 Units 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.
|
| Unit Number
|
Select this option to display the unit number from the <Default> unit table.
|
| Unit Table
|
Select this option to display the unit table.
|
| 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.
|
| 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 Quantity
|
Select this option to display the planned quantity 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 Quantity
|
Select this option to display the Job to Date actual quantity 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 Quantity
|
Select this option to display the Estimate to Complete quantity 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 Quantity
|
Select this option to display the Estimate at Completion quantity 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 Quantity
|
Select this option to display the variance between the planned quantity and the Estimate at Completion quantity 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 Quantity
|
Select this option to display the quantity 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 planned revenue amount estimated for the current WBS element.
|
