Use the Labor Planning Grid to construct a work breakdown structure, assign an employee or generic resource to a WBS element, schedule the plan's work elements, or map a plan to project, phase, and task records so that actual hours and costs are incorporated in your plan. You can also copy and paste existing rows as you build the WBS or assign resources. Right-click the small arrow beside a row to access the grid options menu. After you enter data in the Labor planning grid, you can view or schedule hours, cost, and/or billing information for the task.
Field | Description |
Plus Sign or Minus Sign
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These controls follow standard Windows User Interface Conventions. The
Plus Sign in a grid row indicates the task is a parent task that contains related child tasks. Click the
Plus Sign to view the child tasks. The
Plus Sign changes to a
Minus Sign when the child tasks are open. Click the
Minus Sign to close the child tasks.
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Description
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Enter an identifier for the WBS element. The resource that you specify here is assigned to the WBS element in the row directly preceding it on this grid. You can assign a named resource or a generic resource.
If you click the
New Row grid option to open a new row in the Labor grid, the element that you enter in this field can be a project, phase, task, or labor code, or some other WBS element of your choosing.
If you click the
Insert grid option, you can specify resources for resource assignments. When you do, Vision opens the new row. You can then use Quick Find to find an employee or a generic resource.
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WBS Level
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Vision requires this field to map the plan elements to Info Center records so that you can report actual hours and amounts.
When you insert, indent, or outdent tasks on the Labor grid, the
WBS Level field matches settings in the WBS mapping grid on the General tab. If the values in the WBS mapping grid change, Vision resets this field to reflect the change.
If you select a WBS element type in this field, you must also make a corresponding entry in one of the following fields:
Project,
Phase,
Task, or
Labor Code.
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Project
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Specify the project record's identifier. Enter the project's identifier in this field or click
Search and use the Project lookup to select a project.
If you are using Multicurrency, your enterprise may decide to report project amounts in the billing currency, rather than the project currency. If so, use the
Report amounts in billing currency, rather than project currency option on the General Tab of Accounting System Settings. This results in the Project lookup filtering by both cost and billing currency code. If the
Report amounts in billing currency, rather than project currency option is not selected, the Project lookup only displays projects using the cost currency code.
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Phase
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Specify the phase record's identifier. Enter the phase's identifier in this field or click
Search and use the Phase lookup to select a phase.
If you copy and paste a phase to create a new phase, you also copy all indented information under the phase. Change the name of the copied phase to create a new phase.
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Task
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Specify the task record's identifier. Enter the task's identifier in this field or click
Search and use the Task lookup to select a task identifier.
If you copy and paste a task to create a new task, you also copy all indented related information under the task. Change the name of the copied task to create a new task.
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Labor Code
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Use this field to specify the labor code record's identifier. Enter the labor code's identifier in this field or click
Search and use the Labor Code lookup to select a labor code.
If you copy and paste a labor code to create a new labor code, you also copy all related information under the labor code. Change the name of the copied labor code to create a new labor code.
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Start
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Specify a start date for the WBS element. By default, this field is set to today's date. Complete one of the following actions to specify a date:
- Enter a date in the field.
- Click the arrow in this field to open the Calendar dialog box and select a date.
- Right-click to select
Match start date(s) to planned values. This option matches the start date to the planned value, and automatically shifts the start date for the current row and any subsequent indented rows forward. If you are using task dependencies, this includes dependent successor task dates. You cannot select this option when you start a task in the middle of a biweekly period — you must change the start date manually.
- Right-click to select
Match children start date(s) with parent start date. This option makes the start date(s) of all indented child rows the same as the start date of the selected parent row. If you are using task dependencies, this includes dependent successor task dates.
You cannot enter a date that is earlier than the first date in the plan's calendar.
The following conditions also apply to the
Start date:
- If you create the plan from an Opportunity template, the start date displays the start date that originated with the opportunity.
- If the
Start and
Finish dates match, Vision spreads entered amounts equally among all subsequent indented rows.
- If you change the start date of an existing plan, Vision asks you to confirm that you want to shift the data on the row. If the changed start date pushes the finish date past the end date of the last calendar period, Vision prompts you to confirm the change.
- 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.
If you are using task dependencies and change the
Start
date on the Schedule tab, the Start date will update on other Planning tabs. And, if there are resources assigned to the tasks, selecting the
ASAP option on the Schedule tab's interactive Gantt chart may shift the start and finish dates for the tasks and the resources. See the Change Task Start or Finish Dates online help topic for additional information.
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Finish
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Specify an end date for the WBS element. By default, this field is set to today's date. Complete one of the following actions to specify a date:
- Enter a date in the field.
- Click the arrow in this field to open the Calendar dialog box and select a date.
- Right-click to select
Match finish date(s) to planned value. This shifts the finish date for the current row, and all subsequent indented child rows, back to the last period in each row that contains planned values. If you are using task dependencies, this includes dependent successor task dates. You cannot select this option when finishing a task in the middle of a biweekly period — you must change the finish date manually.
- 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. If you are using task dependencies, this includes dependent successor task dates. Vision adds the number of business days to the
Start date.
- Right-click to select
Match children finish date(s) with parent finish date. This option makes the finish date(s) of all indented child rows the same as the finish date of the selected parent row. This includes dependent successor task dates.
The following conditions also apply to the
Finish date:
- The finish date must be equal to or later than the start date. If the
Start and
Finish dates match, Vision spreads entered amounts equally among all subsequent indented rows.
- You cannot enter a date that is later than the last date in the plan's calendar.
- If you create the plan from an Opportunity template, the finish date displays the end date that originated with the opportunity.
- If the
Finish
date does not align with the end date 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.
If you are using task dependencies and there are resources assigned to the tasks, selecting the ASAP option on the Schedule tab's interactive Gantt chart may shift the start and finish dates for the tasks and the resources. See the Change Task Start or Finish Dates online help topic for additional information.
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Cost Rate
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Cost rates represent your firm's cost to produce a service.
The default cost rate displayed in this field is taken from the cost rate settings specified for this plan on the Rates tab. You can override this default, and the Labor tab will recalculate the rate.
If you use the Multicurrency feature, an employee is assigned to his/her home company via the
Organization field on the General tab of the Employee Info Center. The home company is the company that manages the employee's timesheet and expense report processes, and which is responsible for paying him or her.
- If the functional currency for the employee's home company matches either the cost currency or the billing currency for the plan, and you set the Labor Rate Method to
From Employee Provisional Rate on the Rates tab, Vision uses the employee's provisional rate.
- If the functional currency for the employee's home company does not match either the cost currency or the billing currency for the plan, and you set the Labor Rate Method to
From Employee Provisional Rate on the Rates tab, Vision sets the rate to zero.
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Billing Rate
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Billing rates represent what the client will pay for the services your firm provides.
The default billing rate displayed in this field is taken from the billing rate settings specified for this plan on the Rates tab. You can override this default, and the Labor tab will recalculate the rate.
See the help for the Rates tab of Project Planning for more information.
If you use the Multicurrency feature, an employee is assigned to his/her home company via the
Organization field on the General tab of the Employee Info Center. The home company is the company that manages the employee's timesheet and expense report processes, and which is responsible for paying him or her.
- If the functional currency for the employee's home company matches either the cost currency or the billing currency for the plan, and you set the Labor Rate Method to
From Employee Provisional Rate on the Rates tab, Vision uses the employee's provisional rate.
- If the functional currency for the employee's home company does not match either the cost currency or the billing currency for the plan, and you set the Labor Rate Method to
From Employee Provisional Rate on the Rates tab, Vision sets the rate to zero.
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Planned Hours
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Enter the planned hours for the current WBS element. This is the number of hours you estimate as necessary to complete work on the element. You can also right-click on this cell to access the options to spread hours across the grid.
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Planned Cost
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This field displays the planned cost amount for the current WBS element. To calculate the planned cost amount, Vision multiplies the planned hours by the cost rate for the current line item. Your security role must have access to view Cost Rates in order for an amount to display in this column.
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Planned Bill
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This field shows the planned billing amount for the current WBS element. To calculate the planned billing amount, Vision multiplies the planned hours by the billing rate for the current line item.
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Percent Complete Cost
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This field displays the percent complete of labor costs for the WBS element in this row.
If the
Percent Complete Formula option on the General tab is:
-
User-Entered Percent Complete, then you can enter a percent complete here.
- Any other setting, then this field is non-editable and Vision calculates the value for you.
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Percent Complete Bill
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This field displays the percent complete of labor billing for the WBS element in this row.
If the
Percent Complete Formula option selected on the General tab is:
-
User-Entered Percent Complete, then you can enter a percent complete here.
- Any other setting, then this field is non-editable and Vision calculates the value for you.
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Job to Date Hours
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This field displays the job-to-date actual hours for the current WBS element, resulting from timesheet postings. You see a value in this field only if you map the current plan to the Info Center.
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Job to Date Cost
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This field displays the job-to-date actual cost for the current WBS element. To calculate this amount, Vision multiplies the job-to-date hours by the cost rate. You see a value in this field only if you map the current plan to the Info Center. Your security role must have access to view Cost Rates in order for an amount to display in this column.
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Job to Date Bill
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This field displays the job-to-date actual billing amount for the current WBS element. To calculate this amount, Vision multiplies the job-to-date hours by the billing rate. You see a value in this field only if you map the current plan to the Info Center.
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Plan - Estimate at Completion Hours
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This field displays the variance between the planned hours and the Estimate at Completion hours for the current WBS element.
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Plan - Estimate at Completion Cost
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This field displays the variance between the planned labor cost amount and the Estimate at Completion labor cost amount for the current WBS element. Your security role must have access to view Cost Rates in order for an amount to display in this column.
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Plan - Estimate at Completion Bill
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This field displays the variance between the planned labor billing amount and the Estimate at Completion labor billing amount for the current WBS element.
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Estimate to Complete Hours
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This field displays the Estimate to Complete hours for the current WBS element. This is the number of hours required starting the day after the ETC/JTD date forward through the end of the plan to complete work on this WBS element. You establish the ETC date on the Options Estimate to Complete/Job to Date Basis dialog box.
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Estimate to Complete Cost
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This field displays the Estimate to Complete cost for the current WBS element. To calculate this amount, Vision multiplies the number in the
Estimate to Complete Hours field by the cost rate method specified on the General tab.
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Estimate to Complete Bill
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This field displays the Estimate to Complete billing amount for the current WBS element. To calculate this amount, Vision multiplies the number in the
Estimate to Complete Hours field by the billing rate method specified on the General tab.
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Baseline Hours
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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 displays the number of hours estimated for the current WBS element at the time the baseline version of the plan was saved.
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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 displays the cost estimated for the current WBS element 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 displays the billing amount estimated for the current WBS element 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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Compensation
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The compensation is automatically calculated based on the amounts entered for the labor services and direct expenses as follows:
Compensation = Direct Labor + Direct Expense
The sum of the amounts in the Compensation (Direct Labor plus Direct Expense), Direct, and Reimbursable Allowance (Reimbursable Expense plus Reimbursable Consultant) fields on the Budget & Revenue tab of represent the total amount of fee that you expect to receive over the life of the project. The amount that is entered or displayed in each of these fields depends on your approach to project management. Use the following options to determine how these amounts are applied to Vision projects:
- If the
Project Fee Entering Method option on the General tab of
is set to
At all levels of work breakdown structure, all WBS level fees in the project are editable and will not roll up to a higher level.
- If the
Project Fee Entering Method option on the General tab of
is set to
At lowest level only (System will Automatically Update Higher Levels), all compensation will be summed to update the project's fees.
- If the
Synchronize fees from Contract to Project option is selected on the General tab of
, and the
Include in Fees option is selected on the Contract Management tab, the fees from the Contract Management tab are synchronized with the associated fees in the Budget & Revenue tab of
.
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Direct Consultant
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Enter the direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts.
The sum of the amounts in the Compensation (Direct Labor plus Direct Expense), Direct Consultant, and Reimbursable Allowance (Reimbursable Expense plus Reimbursable Consultant) fields on the Budget & Revenue tab of represent the total amount of fee that you expect to receive over the life of the project.
If you set the
Project Fee Entering Method on the General tab of Accounting System Settings to
At lowest level only (system will automatically update higher levels), then the
Consultant Fee field is non-editable at higher levels of the work breakdown structure. All changes to the lowest levels of this field are automatically updated to the higher levels.
If you select
Plan Compensation Values by Row and Period on the General tab of Planning Configuration, the
Refresh Analysis Fees option displays on the Actions toolbar menu. Select this option to copy the
Consultant Fee amount from the Labor tab to the Analysis tab.
This field displays if you select the
Compensation Values by Row and Period option on the General tab of Planning Configuration.
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Reimbursable Allowance
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This field displays the sum of reimbursable consultant and reimbursable expense amounts. You can also right-click on this cell to access the options for spreading amounts across the grid.
The sum of the amounts in the Compensation (Direct Labor plus Direct Expense), Direct Consultant, and Reimbursable Allowance (Reimbursable Expense plus Reimbursable Consultant) fields on the Budget & Revenue tab of represent the total amount of fee that you expect to receive over the life of the project.
If you set the
Project Fee Entering Method on the General tab of Accounting System Settings to
At lowest level only (system will automatically update higher levels), then the
Consultant Fee field is non-editable at higher levels of the work breakdown structure. All changes to the lowest levels of this field are automatically updated to the higher levels.
If you select
Plan Compensation Values by Row and Period on the General tab of Planning Configuration, the
Refresh Analysis Fees option displays on the Actions toolbar menu. Select this option to copy the
Consultant Fee amount from the Labor tab to the Analysis tab.
This field displays if you select the
Compensation Values by Row and Period option on the General tab of Planning Configuration.
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Total Compensation
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This field displays the sum of the
Compensation,
Direct Consultant, and
Reimbursable Allow columns.
You see this field if you select the
Compensation Values by Row and Period option on the General tab of Planning Configuration.
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Dependency
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You can use the Schedule tab of Project Planning to create dependent relationships between items that are at the
lowest level of the WBS. These are the child-level, or leaf nodes of the WBS, because they display under a parent level. For the purpose of task dependencies, these are referred to as "tasks" but they may be phases, tasks, or labor codes depending on the WBS structure.
This field displays a
checkmark if the task has a dependent predecessor or successor task configured on the Schedule tab. When a
checkmark displays, the
Dependencies option also displays on the right-click menu. Select the
Dependencies option to open the Dependencies dialog box, which lists the dependent predecessor or successor tasks for the current row. Refer to this information when you build task dependencies or before you change dates for one or more task rows.
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