Use the Expense planning grid to establish the expense budget for your plan. You can assign reimbursable or direct expenses to the plan, by account. You can copy and paste existing rows as you assign expenses. Right-click the small arrow to the left of a row to access the pop-up menu.
To change the columns that display on this grid, use the Expenses Tab of Planning Grid Configuration.
To collapse the start and end dates on grid rows for the periods containing planned data, select the
Collapse Start/End Dates before Save from the Planning Options menu. The start and end dates collapse before you save the plan so you do not need to manually set the dates for each row. When you select this option, Vision changes the start and end dates to match the minimum and maximum dates set on the top-level task row.
Field | Description |
Plus sign or Minus sign
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The + (plus) and - (minus) signs follow standard Windows User Interface Conventions. The + sign in a grid row indicates the task is a parent task that contains related child units. Click the
+ to view the child units. The + changes to a - when the child units are open. Click the - to close the child units.
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Description
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Enter an identifier for the WBS element.
This is also the field in which you
assign expenses. Click
Insert to open a new row and then enter an account identifier for a direct or reimbursable expense account in this field or click
Search to display the Accounts lookup and select an account. The expense account that you specify is assigned to the WBS element in the row directly preceding it on this grid.
The text color indicates the account type:
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WBS Level
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This field displays the level of the WBS element, as specified on the Labor tab.
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Project
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This field displays the project identifier, as specified on the Labor tab.
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Phase
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This field displays the phase identifier, as specified on the Labor tab.
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Task
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This field displays the task identifier, as specified on the Labor tab.
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Account
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This field displays the account number of the expense account specified in the
Description field. You can select a different account. If the account is a reimbursable or a direct billing account, Vision automatically calculates the billing amount.
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Vendor
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This field displays the name of the vendor associated with this expense.
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Start
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This field displays the start date for the expense. If you created the plan from an Opportunity template, the start date that originated with the opportunity displays.
If the
Start date does not align with the start date of the child WBS level task, the date displays in blue. You must select the
Collapse Parent Dates option to collapse the dates before you can use the Schedule tab of Project Planning to schedule task dependencies.
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Finish
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This field displays the start date for the expense.
Right-click to select
Set finish date by duration. The Duration dialog box displays. Enter the number of business days to use to set the finish date. Vision automatically adds the number of business days to the Start date.
If you created the plan from an Opportunity template, the end date that originated with the opportunity displays.
If the
Finish
date does not align with the end date of the child WBS level task, the date displays in blue. You must select the
Collapse Parent Dates option to collapse the dates before you can use the Schedule tab of Project Planning to schedule task dependencies. See the Collapse Parent Dates field description for additional information.
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Planned Cost
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Enter the estimated or forecast cost amount by expense account. You can also right-click this cell to access the options for spreading amounts across the grid.
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Planned Bill
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Enter the estimated or forecast billing amount by expense account. You can also right-click this cell to access the options for spreading amounts across the grid.
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Percent Complete Cost
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This field displays the percent complete of expense costs for the WBS element in this row.
If the
% Complete Formula option selected on the General tab is
User-Entered Percent Complete, then you can enter a percent complete here. For any other setting, Vision calculates the value for you.
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Percent Complete Bill
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This field displays the percent complete of expense billing for the WBS element in this row.
If the
% Complete Formula option selected on the General tab is
User-Entered Percent Complete, then you can enter a percent complete here. For any other setting, Vision calculates the value for you.
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Job to Date Cost
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This field displays the job-to-date actual cost for the current expense, resulting from expense postings. You see a value in this field only if the current plan is mapped to the Info Center.
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Job to Date Bill
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This field displays the job-to-date actual billed amount for the current expense, resulting from expense postings. You see a value in this field only if the current plan is mapped to the Info Center.
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Plan - Estimate at Completion Cost
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This field displays the variance between the planned expense cost amount and the Estimate at Completion expense cost amount for the current WBS element.
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Plan - Estimate at Completion Bill
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This field displays the variance between the planned expense billing amount and the Estimate at Completion expense billing amount for the current WBS element.
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Estimate to Complete Cost
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This field displays the Estimate to Complete cost for the current expense. 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.
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Estimate to Complete Bill
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This field displays the Estimate to Complete billing amount for the current expense. 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.
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Baseline Cost
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If this plan does not yet have a baseline version saved for comparison and analysis, this field is blank. If this plan does have a baseline version, this field shows the cost estimated for the current expense at the time the baseline version of the plan was saved.
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Baseline Bill
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If this plan does not yet have a baseline version saved for comparison and analysis, this field is blank. If this plan does have a baseline version, this field shows the billing amount estimated for the current expense at the time the baseline version of the plan was saved.
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Planned Revenue
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This field displays the revenue amount expected for the current WBS element.
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