Use the General tab to select the budget source and select the actuals rate for project information. These options are saved
Contents
| Field | Description |
|---|
| Budget Source
|
If your firm uses the Vision Planning application, you can select the source of budgeted amounts:
-
Budget Worksheet — The source is the budget worksheet in the Accounting application.
-
Project Planning — The source is a mapped plan in the Project Planning application. If you are using a plan that is maintained in iAccess when you select this option, the
Identify Projects that have Unpublished Changes option is enabled.
|
| Identify Projects that have Unpublished Changes
|
This field is enabled if you are using iAccess and the
Budget Source is set to
Project Planning.
Select this option for Vision to identify any project that has an iAccess plan that has unpublished changes. When this criteria is met, a
Caution indicator displays next to the project number in the Project Review context area to alert you that there may be more current data.
|
| Basis for Planning Calculations
|
This option sets the date when Project Planning is selected as your budget source. Select one of the following settings:
-
Today's Date — Based on the current date.
-
Period End Date — Based on the last day of your firm's current accounting period.
-
Specific Date — Based on a date you enter here. You can enter the date or select it from a calendar. (The default is today's date.)
|
| Show Cost Analysis
|
Select the rate used to calculate the actuals displayed on the Project Review form:
At Cost or
At Burden.
|
| Estimate Overhead
|
If this field is selected, overhead is estimated according to the settings in Overhead Configuration, for the period in which Overhead Allocation has not yet been run.
|
| Include Unposted Time
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Select this option to include hours from timesheets that have not yet been posted.
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| Exclude Reimbursable Expenses
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Select this option to exclude reimbursable expenses from the Project Review form.
|
| Exclude Reimbursable Consultant Expenses
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Select this option to exclude reimbursable consultant expenses from the Project Review form.
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| Exclude Direct Expenses
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Select this option to exclude direct expenses from the Project Review form.
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| Exclude Direct Consultant Expenses
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Select this option to exclude direct consultant expenses from the Project Review form.
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