| Field | Description |
|---|
| AR - Current
|
This column displays the total outstanding amount for billed invoices that are 0-30 days old.
|
| AR - JTD
|
This column displays the total outstanding amount for invoices billed since the beginning of the job.
|
| AR - YTD
|
This column displays the total outstanding amount for invoices billed since the beginning of the fiscal year.
|
| Backlog or Backlog - Project Currency
|
This column displays the monetary value of work that is under contract but that has not yet been earned. Backlog is an indicator of a firm's business volume.
Vision calculates backlog as follows: Total Compensation - Job-to-date revenue. (Total compensation = Compensation + Consultant fee + Reimbursable allowance)
If you are using the Multicurrency feature, the column name is
Backlog-Project Currency. For this backlog column, Vision converts project currency amounts into presentation currency amounts.
|
| Backlog - Billing Currency
|
This column is only available if you are using the Multicurrency feature. It displays the monetary value of work that is under contract but that has not yet been earned. Backlog is an indicator of a firm's business volume.
Vision calculates backlog as follows: Total Compensation - Job-to-date revenue. (Total compensation = Compensation + Consultant fee + Reimbursable allowance).
For this backlog column, Vision converts billing currency amounts into presentation currency amounts.
|
| Backlog - Functional Currency
|
This column is only available if you are using the Multicurrency feature. It displays the monetary value of work that is under contract but that has not yet been earned. Backlog is an indicator of a firm's business volume.
Vision calculates backlog as follows: Total Compensation - Job-to-date revenue. (Total compensation = Compensation + Consultant fee + Reimbursable allowance).
For this backlog column, Vision converts functional currency amounts into presentation currency amounts.
|
| Billed - Current
|
This column displays the amount billed for the current accounting period.
|
| Billed - JTD
|
This column displays the amount billed for the job to date.
|
| Billed - YTD
|
This column displays the amount billed for the fiscal year to date.
|
| Unbilled - Current
|
This column displays the unbilled amount for the current accounting period: Revenue - Billed amount.
|
| Unbilled - JTD
|
This column displays the unbilled amount for the job to date: Revenue - Billed amount.
|
| Unbilled - YTD
|
This column displays the unbilled amount for the fiscal year to date: Revenue - Billed amount.
|
| Effective Multiplier - Current
|
The column displays the effective multiplier for the current period.
The effective multiplier is a productivity measure. It represents the amount of net revenue earned for each labor dollar spent.
Vision calculates net revenue as follows: Earned Revenue - (Direct and reimbursable expenses)
Vision then calculates the effective multiplier as follows: Net revenue / Direct labor at cost rates
|
| Effective Multiplier - JTD
|
The column displays the effective multiplier for the job to date.
The effective multiplier is a productivity measure. It represents the amount of net revenue earned for each labor dollar spent.
Vision calculates net revenue as follows: Earned Revenue - (Direct and reimbursable expenses)
Vision then calculates the effective multiplier as follows: Net revenue / Direct labor at cost rates
|
| Effective Multiplier - YTD
|
The column displays the effective multiplier for the fiscal year to date.
The effective multiplier is a productivity measure. It represents the amount of net revenue earned for each labor dollar spent.
Vision calculates net revenue as follows: Earned Revenue - (Direct and reimbursable expenses)
Vision then calculates the effective multiplier as follows: Net revenue / Direct labor at cost rates
|
| Gross Margin - Current
|
This column displays the gross margin for the current accounting period.
Vision calculates the gross margin is calculated as follows: Total revenue - (Labor + Direct and reimbursable expenses)
Firms that do not allocate overhead show project results on a gross margin basis.
|
| Gross Margin - JTD
|
This column displays the gross margin for the job to date.
Vision calculates the gross margin is calculated as follows: Total revenue - (Labor + Direct and reimbursable expenses)
Firms that do not allocate overhead show project results on a gross margin basis.
|
| Gross Margin - YTD
|
This column displays the gross margin for the fiscal year to date.
Vision calculates the gross margin is calculated as follows: Total revenue - (Labor + Direct and reimbursable expenses)
Firms that do not allocate overhead show project results on a gross margin basis.
|
| Labor Direct Billing - Current
|
This column displays the direct labor amount at billing rates for the current accounting period.
|
| Labor Direct Billing - JTD
|
This column displays the direct labor amount at billing rates for the job to date.
|
| Labor Direct Billing - YTD
|
This column displays the direct labor amount at billing rates for the fiscal year to date.
|
| Labor Direct Cost - Current
|
This column displays the direct labor amount at cost rates for the current accounting period
|
| Labor Direct Cost - JTD
|
This column displays the direct labor amount at cost rates for the job to date.
|
| Labor Direct Cost - YTD
|
This column displays the direct labor amount at cost rates for the fiscal year to date.
|
| Net Revenue @ Billing - Current
|
This column displays the net revenue at billing rates for the current accounting period.
|
| Net Revenue @ Billing - JTD
|
This column displays the net revenue at billing rates for the job to date.
|
| Net Revenue @ Billing - YTD
|
This column displays the net revenue at billing rates for the fiscal year to date.
|
| Net Revenue @ Cost - Current
|
his column displays the net revenue at cost rates for the current accounting period.
|
| Net Revenue @ Cost - JTD
|
This column displays the net revenue at cost rates for the job to date.
|
| Net Revenue @ Cost - YTD
|
This column displays the net revenue at cost rates for the fiscal year to date.
|
| Profit - Current
|
This column displays the profit for the current accounting period: Revenue - Expenses.
Overhead is not considered in this calculation.
|
| Profit - JTD
|
This column displays the job-to-date profit: Revenue - Expenses.
Overhead is not considered in this calculation.
|
| Profit - YTD
|
This column displays the fiscal year-to-date profit: Revenue - Expenses.
Overhead is not considered in this calculation.
|
| Profit Less OH - Current
|
This column displays the profit for the current accounting period, less overhead: Revenue - (Expenses + Overhead).
|
| Profit Less OH - JTD
|
This column displays the job-to-date profit, less overhead: Revenue - (Expenses + Overhead).
|
| Profit Less OH - YTD
|
This column displays the fiscal year-to-date profit, less overhead: Revenue - (Expenses + Overhead).
|
| Profit Percent - Current
|
This column displays the profit percentage for the current accounting period: Profit / Revenue.
Overhead is not considered in this calculation.
|
| Profit Percent - JTD
|
This column displays the job-to-date profit percentage: Profit / Revenue.
Overhead is not considered in this calculation.
|
| Profit Percent -YTD
|
This column displays the fiscal year-to-date profit percentage: Profit / Revenue.
Overhead is not considered in this calculation.
|
| Profit Percent Less OH - Current
|
This column displays the profit percentage for the current accounting period, less overhead: (Profit - Overhead) / Revenue.
|
| Profit Percent Less OH - JTD
|
This column displays the job-to-date profit percentage, less overhead: (Profit - Overhead) / Revenue.
|
| Profit Percent Less OH - YTD
|
This column displays the fiscal year-to-date profit percentage, less overhead: (Profit - Overhead) / Revenue.
|
| Realization Ratio - Current
|
This column displays the realization ratio for the current accounting period.
The realization ratio compares net revenue earned to labor at billing rates: Net revenue / Direct labor at billing rates.
|
| Realization Ratio - JTD
|
This column displays the job-to-date realization ratio.
The realization ratio compares net revenue earned to labor at billing rates: Net revenue / Direct labor at billing rates.
|
| Realization Ratio - YTD
|
This column displays the fiscal year-to-date realization ratio for the current accounting period.
The realization ratio compares net revenue earned to labor at billing rates: Net revenue / Direct labor at billing rates.
|
| Revenue-Current
|
This column displays the revenue for the current accounting period.
|
| Revenue - JTD
|
This column displays the job-to-date revenue.
|
| Revenue - YTD
|
his column displays the year-to-date revenue.
|
| Spent @ Billing - Current
|
This column shows the amount spent at billing rates for the current accounting period.
Vision calculates the amount spent as follows: Labor + Overhead + Direct expense + Reimbursable expenses.
|
| Spent @ Billing - JTD
|
This column shows the amount spent at billing rates for the job to date.
Vision calculates the amount spent as follows: Labor + Overhead + Direct expense + Reimbursable expenses.
|
| Spent @ Billing - YTD
|
This column shows the amount spent at billing rates for the fiscal year to date.
Vision calculates the amount spent as follows: Labor + Overhead + Direct expense + Reimbursable expenses.
|
| Spent @ Cost - Current
|
This column shows the amount spent at cost rates for the current accounting period.
Vision calculates the amount spent as follows: Labor + Overhead + Direct expense + Reimbursable expenses.
|
| Spent @ Cost - JTD
|
This column shows the amount spent at cost rates for the job to date.
Vision calculates the amount spent as follows: Labor + Overhead + Direct expense + Reimbursable expenses.
|
| Spent @ Cost - YTD
|
This column shows the amount spent at cost rates for the fiscal year.
Vision calculates the amount spent as follows: Labor + Overhead + Direct expense + Reimbursable expenses.
|
| Spent @ Cost Less OH - Current
|
This column displays the spent amount (with no overhead included), at cost rates, for the current accounting period.
|
| Spent @ Cost Less OH - JTD
|
This column displays the spent amount (with no overhead included), at cost rates, for the job (project) to date.
|
| Spent @ Cost Less OH - YTD
|
This column displays the spent amount (with no overhead included), at cost rates, for the year to date.
|
| Total Compensation/ Total Compensation - Project Currency
|
This column displays the total contract value for the project. Compensation is the total monetary amount your company expects to receive. This amount should include all labor and expenses.
If you are using the Multicurrency feature, the column name is
Total Compensation-Project Currency. For this total compensation column, Vision converts project currency amounts into presentation currency amounts.
|
| Total Compensation - Billing Currency
|
This column is only available if you are using the Multicurrency feature. It displays the total contract value for the project. Compensation is the total monetary amount your company expects to receive. This amount should include all labor and expenses.
For this total compensation column, Vision converts billing currency amounts into presentation currency amounts.
|
| Total Compensation - Functional Currency
|
This column is only available if you are using the Multicurrency feature. It displays the total contract value for the project. Compensation is the total monetary amount your company expects to receive. This amount should include all labor and expenses.
For this total compensation column, Vision converts functional currency amounts into presentation currency amounts.
|
| Variance - Current
|
This column displays the variance amount between revenue and the amount spent for the current accounting period: Revenue at billing rates - Spent amount at billing rates.
|
| Variance - JTD
|
This column displays the job-to-date variance amount between revenue and the amount spent: Revenue at billing rates - Spent amount at billing rates.
|
| Variance - YTD
|
This column displays the fiscal year-to-date variance amount between revenue and the amount spent: Revenue at billing rates - Spent amount at billing rates.
|
| Variance Percentage - Current
|
This column displays the variance as a percentage of revenue for the current accounting period: Variance amount / Revenue at billing rates.
|
| Variance Percentage - JTD
|
This column displays the job-to-date variance as a percentage of revenue: Variance amount / Revenue at billing rates.
|
| Variance Percentage - YTD
|
This column displays the fiscal year-to-date variance as a percentage of revenue: Variance amount / Revenue at billing rates.
|
