Use the Consultant Plan Summary dashpart to view the direct and reimbursable consultant account contract, planned, and job-to-date (JTD) amounts. You can hover over or tap a bar on the chart to see the amount.
Contents
The amounts on this dashpart display at billing or cost, depending on your selection in
Show. Whether both options are available depends on the budget type selected for the plan. If both
Billing and
Cost options display, you can switch between them, and the chart's information will update accordingly. In addition to the amounts represented on the dashpart, the dashpart's criteria, title, and heading color also reflect the selection.
If your firm uses the Multicurrency feature in
Vision, the currency in use is indicated in
Show next to the
Billing
and
Cost options. The project currency is always used when viewing projects and plans at cost. The currency used when viewing projects and plans at billing is determined by a
Vision configuration setting that your system administrator selects. See the Use Project and Billing Currencies online help topic for more information on currencies.
You can click the dashpart title link to open the Consultants page on the Planning tab in
iAccess.
Note: For projects with multiple
Vision plans, the bars display the amounts from the plans that are included in utilization.
| Field | Description |
|---|
| Contract
|
Direct: This bar represents the sum of the consultant amounts from the Contract planning grid.
Reimbursable: This bar represents the reimbursable consultant contract amount from the Contract planning grid.
Note: If your firm uses Multicurrency feature in
Vision, the contract may not change when you switch between viewing billing and cost currencies.
|
| Planned
|
Direct: This bar displays the planned billing or cost amounts for direct account types.
Reimbursable: This bar displays the planned billing or cost amount for reimbursable account types.
|
| JTD
|
JTD sums are for posted transactions and committed purchase orders dated through today.
Direct: This bar displays the sum of project billing or cost charges to direct consultant account types.
Reimbursable: This bar displays the sum of project billing or cost charges to reimbursable consultant account types.
|
| Tooltips
|
Tooltips display when you hover over or tap various parts of the
iAccess interface, including buttons, status and warning indicators, and data on the dashparts and charts. You can also click
 to view specific calculation information, and click the
More links to access the related online help.
If you are using a tablet device, the tooltip hover action is not available, but you can tap
and the
More links to view the calculations and online help.
|
