Labor Plan Timeline Dashpart

Use the Labor Plan Timeline dashpart for a quick view on how your project is trending over time. This chart provides details on the project's cumulative planned, baseline, and actual labor amounts, and enables you to compare them to the contract amount that was earned through today. This comparison of actuals to the original plan is helpful when analyzing the accuracy of original forecasts and determining how to improve future planning efforts.

Contents

As you review the chart, you can hover over or tap on its data points to view specific amounts. If the project has an iAccess plan, the data points are based on the calendar scale assigned in Plan Settings. The earliest and latest dates on the chart update based on the earliest and latest planned, baseline, and JTD activity. If the date range for the selected WBS element on a Vision plan is 0 to 180 days, the data points are weekly; if the range is greater than 180 days, the data points are monthly.

You can turn chart lines off to, for example, focus on the data you are most interested in. Click a line name in the chart legend to turn the chart line on or off.

The dashpart displays edits to the plan when the edits are saved.

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.

If a project is mapped on multiple Vision plans and the Include in utilization and project reports option is selected, the Baseline, Planned, and EAC lines are a combined total. The Estimated Earned line may also be a combined total if the percent complete formula is one of the following: (Planned - Estimate-to-Complete)/Planned or (Baseline - Estimate-to-Complete)/Baseline. Actual and contract lines are not combined.

Note: When you select the Cost option, some information may not display because of your security access. Settings on the Accounting tab on the Roles form in Vision (Configuration > Security > Roles ) determine your access rights to labor cost rates and amounts in iAccess. See the Security Settings and Labor Cost Amounts online help topic for more information.

Field	Description
Contract (displays if the Billing option is selected)	This line represents the labor contract billing amount from the Contract planning grid. This amount displays at the billing currency used in iAccess.
Baseline	This line represents the selected WBS row's planned labor billing or cost amount that is saved in the baseline.
Planned	This line represents the planned labor billing or cost amount through today's date. Calculation: Planned = Planned labor amount at billing through today
Actual	This line represents the billing or cost amount of the posted plus unposted labor charges through today's date.
Estimated Earned	This line represents the contract earned billing or cost amount based on the Percent Complete Formula for the plan. Plans managed in iAccess use the following Percent Complete Formula: Job-to-Date/(Job-to-Date + Estimate to Complete) Plans managed in Vision allow the user to set the Percent Complete Formulas. The formulas that impact the Estimated Earned in iAccess are as follows: (Planned - Estimate-to-Complete)/Planned Job-to-Date/(Job-to-Date + Estimate-to-Complete) (Baseline - Estimate-to-Complete)/Baseline The Estimated Earned calculations differ depending on the assigned budget type: Billing or Cost. Estimated Earned at Billing: The percent complete is calculated for each period. This percent is then multiplied by the contract for the selected WBS element to determine an estimated amount of the contract that would be earned for the period. Estimated Earned at Cost: The percent complete is calculated for each period. This percent is then multiplied by the contract for the selected WBS element and divided by the target multiplier to determine an estimated cost amount that would be earned for the period, which serves as a good comparison to the other cost amounts. If plans are managed in Vision and the project is mapped on multiple Vision plans, iAccess applies the Percent Complete Formula from the plan with the earliest creation date that has the Include in utilization and project reports option selected. The Estimated Earned line does not display in the following situations: If the Percent Complete Formula on the Vision plan is set to User Entered. If the Percent Complete Formula is set to (Baseline - Estimate to Complete)/Baseline but there is no baseline If there is no planned data If there is no JTD + ETC data
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.