Update Overall Percents Complete Dialog Box

Use the Update Overall Percents Complete dialog box to update projects and their WBS levels for any revenue method that uses data for percent complete. These amounts come from the Project Budget Worksheet and include project data for budgeted and spent amounts at cost rates or at billing rates.

If the Project Budget Worksheet setting allows you to access this data, you can update overall, labor, and expense percent complete amounts. For regular projects, you can also update compensation, fee, and reimbursable allowance amounts.

This dialog box displays only the overall, labor, and expense percent complete fields. It is not applicable to percent completes when you are tracking the project's budget on the detail grids in the Project Budget Worksheet.

Before you open this dialog box, select the projects whose percent complete data you want to update. The dialog box displays project and budget data for each of the projects that you selected at the lowest level of the project's work breakdown structure.

If you use the Multicurrency feature:

• First, specify the currency exchange date on the Revenue Generation form. This date controls the amounts that this dialog box displays.

• On the Show Budget at Cost dialog box, all of the currency data is from the project's equivalent currency amounts in the project's project currency. The data is shown in the format of that currency.

• When a Compensation field is updated, its equivalent amount in the Show Budget at Billing dialog box is also updated if the project's project currency is the same as its billing currency.

• On the Show Budget at Billing dialog box, all of the currency columns data is from the project's equivalent currency amounts in the project's project or billing currency. The currency agrees with the setting for the Report amounts in billing currency, rather than project currency option on the General tab of Configuration > Accounting > System Settings for the Enable reporting at billing rates option. All currency data is shown in the format of that currency.

Location

To open this dialog box, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Revenue > Revenue Generation.
2. On the Revenue Generation form, select the projects whose data that you want to update.
3. On the Revenue Generation toolbar, click Update % and select one of the following:
   • Show Budget At Cost — This displays each project's budget numbers at cost rates.
   • Show Budget At Billing — This displays each project's budget numbers at billing rates.

Contents

Field	Description
View Detail	Select the row for the project whose percent billed information to show, then click this option. The Compensation and Percent Billed dialog box shows data for the project whose row you selected.
Project	This field displays the selected project's number.
Project Name	This field displays the selected project's name.
Phase	This field displays the selected project phase's number.
Phase Name	This field displays the selected project phase's name.
Task	This field displays the selected project task's number.
Task Name	This field displays the selected project task's name.
Overall % Complete	This field shows the same data as the following fields: Overall Percents Complete on the Budget & Revenue tab of the Project Info Center for the project. Overall % Cmplt in the project's Project Budget Worksheet. Any modifications that you make and save at any of these locations updates the data at the other locations.
Labor % Complete	This field shows the same data as the following fields: Labor Percents Complete on the Budget & Revenue tab of the Project Info Center for the project. Lab % Cmplt on the Labor Cost/Burden or Labor Billing tab of the project's Project Budget Worksheet. Any modifications that you make and save at any of these locations updates the data at the other locations.
Expense % Complete	This field shows the same data as the following fields: Expense Percents Complete on the Budget & Revenue tab of the Project Info Center for the project. Exp % Complt on the Expense Costs or Expense Billing tab of the project's Project Budget Worksheet. Any modifications that you make and save at any of these locations updates the data at the other locations.
Compensation	This field shows the same data as Compensation in the following locations: On the Budget & Revenue tab of the Project Info Center for the project. In the Summary dialog boxes of the project's Project Budget Worksheet. Any modifications that you make and save at any of these locations updates the data at the other locations.
Direct Consultant	This field shows the same data as Direct Consultant in the following locations: On the Budget & Revenue tab of the Project Info Center for the project. In the Summary dialog boxes of the project's Project Budget Worksheet. Any modifications that you make and save at any of these locations updates the data at the other locations.
Reimb Allowance	This field has the same data as the following fields: Reimb Allowance on the Budget & Revenue tab of the Project Info Center for the project. Reimb. allowances in the Summary dialog boxes of the project's Project Budget Worksheet. Any modifications that you make and save at any of these locations updates the data at the other locations.
Total Compensation	This field displays the result of the calculation Compensation + Direct Consultant + Reimbursable Allowance.
Labor Budget	This field displays the same data as the total Amount on the Labor Cost/Burden tab in the project's Project Budget Worksheet.
Expense Budget	This field displays the sum of all budgeted non-Consultant expenses on the Expense Costs tab of the project's Project Budget Worksheet.
Consultant Budget	This field displays the sum of all budgeted Consultant expenses on the Expense Costs tab of the project's Project Budget Worksheet.
Labor To Date	This field displays total job-to date (JTD) Spent on the Labor Cost/Burden tab in the project's Project Budget Worksheet. This is the total of all labor cost amounts posted to the project.
Expense To Date	This field displays the sum of non-Consultant JTD Spent on the Expense Costs tab of the project's Project Budget Worksheet. This is the total of all expense costs, other than direct consultant fees, posted to the project.
Consultant To Date	This field displays the sum of Consultant JTD Spent on the Expense Costs tab of the project's Project Budget Worksheet. This is the total of all direct consultant costs posted to the project.
Total Spent	This field displays Total JTD Spent on the Expense Costs tab in the project's Project Budget Worksheet. This number is also the sum of the data in Labor To Date, Expense To Date, and Consultant To Date.
Percent Used	This field displays the result of the calculation Total JTD Spent/Total Compensation.