Expense Plan Summary Dashpart

Use the Expense Plan Summary dashpart to view the expense account contract, planned, and job-to-date (JTD) amounts for the plan's project. This summary provides a brief overview of the contract, billing, and/or cost amounts for direct and reimbursable expenses, as well as for indirect expenses.

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.

See the Switch Expense Amounts from Billing to Cost online help topic for more information.

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 hover over or tap a bar on the dashpart to see the exact amount. You can also click the chart title link to move to the Expenses page on the Planning tab in iAccess.

Field	Description
Contract	Direct: This bar represents the direct expense contract amount from the Contract planning grid. Reimbursable: This bar represents the reimbursable expense contract amount from the Contract planning grid. Indirect: This bar represents the indirect contract amount from the Contract planning grid. Note: If your firm uses the Multicurrency feature in Vision, the contract may not change when you switch between viewing billing to cost.
Planned	Direct: This bar represents the sum of the planned billing or cost amounts for direct account types. Reimbursable: This bar represents the sum of the planned billing or cost amounts for reimbursable account types. Indirect: This bar represents the sum of the planned billing or cost amounts for indirect account types.
JTD	JTD sums are for posted transactions and committed purchase orders dated through today. Direct: This bar represents the sum of billing or cost charges to direct account types. Reimbursable: This bar represents the sum of billing or cost charges to reimbursable account types. Indirect: This bar represents the sum of billing or cost charges to indirect account types through today.
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.