Consultants Grid Columns

Use the Consultants Planning grid to review planned consultants amounts and JTD information for the project. You can also use this grid to modify iAccess plans, but not Vision plans. Use Vision Project Planning to modify a Vision plan.

Direct consultant accounts and reimbursable consultant accounts that have JTD through today are automatically shown in the grid. This allows you to easily add planned amounts for them.

Note: You cannot plan consultants for a Promotional or Overhead project.

The amounts on this grid display at billing or cost, depending on the budget type (Billing, Cost, or Cost and Billing) for the plan. Show displays the type of amounts shown currently. If the budget type for the plan is Cost and Billing, you can click the value in Show to switch between cost and billing amounts, and the grid's information is updated accordingly.

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.

Contents

Field	Description
Reimb. Consultant Billing Markup	When you display the Consultants page, this field displays above the charts on the Planning toolbar and shows the reimbursable consultants billing markup rate method for the plan. For iAccess plans, this is set on the Consultants tab on the Plan Settings dialog box, and for Vision plans, this is set on the Rates tab in Project Planning. If a project has multiple Vision plans that are in utilization, this field displays the value from the plan with the earliest creation date. The following are the possible values: If the rate method is Multiplier Only, this field displays Multiplier. If the rate method is Account Rate Table or Category Rate Table, this field displays Table. If the rate method is None, this field displays No Markup.
LEVEL/CONSULTANT TYPE	This column displays the name of the WBS element, as specified in the Vision Project Info Center. For iAccess plans, the WBS elements only display for those rows that are at or above the selected planning level for consultants as specified in iAccess Plan Settings. For projects with Vision plans, WBS elements are shown for the highest planned level and above. For example, if the project has phases and tasks, and some consultants were planned at the phase level while others were planned at the task level, the iAccess Consultants grid displays all of these consultants under the phase row. The task row is not shown. For projects with no plan, all of the project's WBS elements are shown.
START DATE and END DATE	These columns display the start and end dates for the WBS element as defined on the Labor page. If these dates are changed on the Labor page, they will automatically update on the Consultants page as well. You cannot see consultants assigned to calendar periods within iAccess. When you save an iAccess plan, consultant amounts are spread evenly across the time period defined by the WBS element's start and end dates. If you are using the Vision Resource Planning module and you need to see the time-phased consultant amounts for an iAccess plan, open the plan in Vision Project Planning.
CONTRACT	This column displays the sum of the selected WBS level's direct consultant and reimbursable consultant amounts as defined on the Budget & Revenue tab in the Project Info Center in Vision.
BASELINE	This column displays baseline planned consultant amounts. This amount is summed to higher levels of the WBS. If the project has multiple Vision plans that are included in utilization, iAccess sums the baseline amounts from the plans.
PLANNED	This column displays if the budget type is Cost or Cost and Billing, or if the budget type is billing and the rate method is None. It the budget type is Cost, the column displays the sum of the planned cost amounts for consultants for the WBS element. If the budget type is Cost and Billing, it displays the sum of either the planned cost or planned billing amounts for consultants for the WBS element, depending on your selection in Show. If the project has multiple Vision plans that are included in utilization, iAccess sums the planned amounts from the plans. iAccess provides a notification when the budget type is Billing and the WBS row's planned bill amount does not match the row's contract amount. A yellow flag () displays in the column. Each WBS row amount is checked, and a flag can display for any row.
PLANNED COST	This column displays if the budget type is Billing and the rate method is Multiplier Only, From Account Rate Table, or From Category Rate Table. The column displays the sum of the planned cost amounts for consultants for the WBS element.
PLANNED BILLING	This column displays if the budget type is Billing and the rate method is Multiplier Only, From Account Rate Table, or From Category Rate Table. The column displays the sum of the planned billing amounts for consultants for the WBS element. iAccess provides a notification when the budget type is Billing and the WBS row's planned bill amount does not match the row's contract amount. A blue flag () displays in the column. Each WBS row amount is checked, and a flag can display for any row.
JTD	This column displays the sum of the charges to direct consultant and reimbursable consultant accounts on all posted transactions and committed purchase orders through today. This amount is summed to higher levels of the WBS. iAccess provides a notification when the budget type is Cost and the JTD amount is greater than the planned amount. A red flag () displays in the column. Each WBS row amount is checked, and a flag can display for any row.
ETC	This column displays the sum of the estimate-to-complete as calculated by iAccess for consultants. ETC amounts for consultants are calculated differently, depending 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
CONTRACT BALANCE	If you view billing amounts, this column displays the contract balance in the billing currency: Contract amount - JTD amount through today. If JTD amount is greater than the contract amount, the balance displays as negative and is red. If you view cost amounts, the MARKUP column displays instead.
MARKUP	If you view cost amounts, this column displays the markup in the cost currency: Contract amount - Planned cost amount. If you view billing amounts, the CONTRACT BALANCE column displays instead.