Initial Settings for Expenses
When you create a new plan or convert an existing Vision plan, iAccess uses expense data as the basis for the initial plan data. Many of these values are set internally for the plan and are not visible in Vision.
| Vision Settings | Impact in iAccess |
|---|---|
| The following settings display on the Plan Settings form (). | |
| Enable Expense Planning | Select this option to plan expenses in iAccess. |
| Show Committed PO Expenses. | This option is automatically selected and is used internally in iAccess. |
| Calculate Expense Billing from Cost. | This option is used internally in iAccess. |
| General Conversion Settings | |
| Baseline amount | Converted at same level as planned |
| Baseline time-phased assignments. | Remain in original time-phase assignment. Time-phased expense assignments are not visible in iAccess. |
| Expenses are planned at project level. | PLANNING LEVEL automatically set to Project. |
| Expenses are planned at the lowest level of the WBS. | PLANNING LEVEL automatically set to Lowest Level. |
Situations Where You Cannot Convert a Plan
- Units are planned.
- Expenses are assigned to plan levels between WBS1 and 2 or between 2 and 3.
- Expenses have been planned at multiple levels in the same branch.
- Expenses have been planned at one level per branch, but the levels are not the same. For example, phase 1 and 2 both have tasks. Expenses are planned at the phase level for phase 1, and the task level at phase 2. Because some expenses are planned at the middle level, and some at the lowest level, you must manually combine them and roll them up to the higher level before converting. However, if the expenses had been planned for both phases at the phase level, the plan would automatically convert.