Use the Consultant Progress dashpart to view how a consultant's JTD is trending compared to the remaining work on the plan. The colored bars for each consultant allow you to quickly analyze their individual progress, which you can then use to form comparisons against other consultants that are assigned to the project. In addition, you can hover over the progress bar for each consultant to see how the percentages were calculated.
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.
Click the dashpart title link to display the Consultants page on the Planning tab in
iAccess.
| Field | Description |
|---|
| Consultant Name or Type
|
The consultant names and/or consultant types display on the left side of the chart, with an associated progress bar for each. The consultant name displays when it is associated with a planned amount or JTD charges to direct or reimbursable consultant accounts. The consultant type displays for any consultant account types that do not have associated consultant names. The consultant types are grouped below the consultant names.
|
| Consultant Progress Bars
|
The JTD and ETC bars display what percent of the total planned amount is complete through today, and what percent of the planned amount remains for each consultant type.
JTD % = (JTD/(ETC + JTD)) * 100
ETC % = (ETC/(ETC + JTD)) * 100
The JTD amount is the sum of all consultant-related charges on posted transactions and committed purchase orders through today. For consultant names, it is the sum of all charges for the name. When no name is assigned, though, it is the sum of all charges for the account that displays for the consultant type.
Calculation of the ETC amount depends on whether the project plan is
an iAccess plan or a
Vision plan:
- iAccess plan: If Planned consultants - JTD consultants is greater than 0, then ETC consultants = Planned consultants - JTD consultants. If Planned consultants - JTD consultants is less than or equal to 0, then ETC consultants = 0.
- Vision plan: ETC consultants = Sum of planned consultants from tomorrow forward.
You can view a summary of the percentages for each consultant. You can also hover over each consultant's progress bar to view a summary of the amounts.
If the JTD is greater than the planned amount, the
Plan Balance field displays in red to alert you that the project is trending to be over budget.
If there is JTD but no planned amount, the bar displays
Nothing planned.
|
| 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.
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