Project Planning Reports Overview

The project planning reports offer multiple views of data contained primarily within the project plans or employee assignments. Project managers, team leaders, and other managers in your firm may want to review historical, forecast, and performance data by project plan and/or by resource in differing ways.

Match JTD Option

Some project planning reports are affected by the Match JTD option, which you set from the Project Planning form.

For any plan that is mapped to a project, use the Match JTD option on the Default WBS Mapping dialog box in Planning to specify the level of matching between job-to-date information and work breakdown structure (WBS) levels. (To display that dialog box, click Default WBS Mapping on the Options menu on the Project Planning form.) When you select that option for a level, all subsequent levels are automatically selected. When a level is not selected, Vision calculates the job-to-date value as the sum of values from lower levels.

For example, suppose you have two plans, both of which are mapped to the same project. However, plan 1 is mapped to phase A of that project and plan 2 is mapped to phase B. If you select Match JTD for the phase level, Vision accumulates actual values at the phase level, rather than at the project level. As a result, the job-to-date values are accurate for each of the plans. If you do not select Match JTD for the phase level, Vision accumulates job-to-date values at the project level. In that case, job-to-date values for plan 1 could incorrectly include actual activity for phase B, and those for plan 2 could incorrectly include actual activity for phase A.

Access to Labor Cost Information

The Labor Cost Rates/Amounts option on the Accounting tab of the Roles form (Configuration > Security > Roles) determines your access to actual labor cost rates and amounts when you preview or print Planning reports. In some cases, it also determines your access to planned labor costs.

  • If Full Access is not selected in Labor Cost Rates/Amounts, you have no access to actual job-to-date labor cost rates and amounts or to values calculated from them, such as EAC labor cost. In the Planning module, Final Totals Only and Subtotals Only in Labor Cost Rates/Amounts are the same as No Access.

  • In most cases, the Labor Cost Rates/Amounts option does not restrict access to planned labor cost information in any way, only to actual labor cost rates and amounts. The exceptions are plans with From Employee Provisional Rate in Labor Cost Rates: Rate Method on the Rates tab of the Project Planning form. For those plans, you must have Full Accessin Labor Cost Rates/Amounts to display either planned or actual labor cost rates and amounts.

ETC Calculation

Estimate-to-completion (ETC) amounts are estimates of the total additional cost or hours, beyond the actual cost or hours, that are required to complete the work. The ETC is calculated based on the application, Vision or iAccess for Vision, in which the plan was created. See the How Planning Calculates ETC online help topic for additional information.

Related Topics:

  • Labor Plan Charts
    For each plan included on the Labor Plan Charts report, Vision displays bar graphs that represent planned, actual, or baseline labor hours, cost amounts, or billing amounts.
  • Labor Plan EVT Charts
    The Labor Plan EVT Charts report displays earned value amounts for the plan you select. "EVT" in the report title stands for "earned value tracking."
  • Labor Plan Summary
    Use the Labor Plan Summary report to compare planned and baseline hours to estimate at completion hours and analyze the plan's percent complete status. On the Date Basis tab, you specify the date Vision uses to calculate estimate-to-complete hours and job-to-date hours.
  • Labor Resource Actuals
    Use the Labor Resource Actuals report to review actual labor hours for projects, to analyze past performance, to develop more accurate estimates for upcoming plans/opportunities, or to improve performance on similar projects in the future.
  • Labor Resource Forecast
    The Labor Resource Forecast report displays the forecasted hours, costs, and billing amounts by project plan, employee, and generic labor categories. If a resource or a task in a plan does not have planned hours scheduled during the reporting period, Vision does not include that resource or task on the report.
  • Labor Resource Planned and Actuals
    Use the Labor Resource Planned and Actuals report to review both planned and actual labor hours for projects.
  • Labor Resource Requirements
    Use the Labor Resource Requirements report to Review the hours and costs required to meet the resource assignments specified in current plans, balance staffing requirements across project plans, and verify reasonable resource utilization.
  • Project Planning Analysis
    Use the Project Planning Analysis report to compare actual performance to your plan. For each plan, the report displays the planned, job-to-date, and estimate-to-complete (ETC) hours and amounts. The report also displays revenue amounts.
  • Project Planning List
    The Project Planning List is list of project plans. You can search by project manager, organization, principal, or client.
  • Project Planning Performance
    Use the Project Planning Performance report to review project plan schedules and all aspects of plan performance: history, forecasts, hours, costs, and profitability.
  • Project Planning Schedule
    The Project Planning Schedule report displays project plan schedules, based on the task levels in the plan. Your selection in Maximum Task Level on the General tab of the Options dialog box determines the level of detail the report displays. You have the option to display a Gantt chart for each plan.
  • Resource Utilization by Organization
    Use the Resource Utilization by Organization report to review employee utilization data entered on the Project Planning form and the Resource Management form.
Parent Topic: Report Descriptions Overview