Labor Planning Grid

The Labor Planning grid provides details on the labor dates, resources, and cost and billing values associated with the current project. It displays the levels of the project's work breakdown structure (WBS) and related resources. You can use this grid to modify iAccess plans, but Vision plans are view-only. You must use Vision Project Planning to modify a Vision plan.

Labor grid rows update automatically when new WBS levels or elements are added to the selected project, or when new resources charge time to the project. You cannot sort or move the columns and rows on the Labor Planning grid.

The charts on the Labor page update based on data that you select on the grid. For example, when you select a phase row on the grid, the phase's amounts automatically update on the charts. These updates occur each time that you select a grid row; however, the updates do not occur when you select a resource row.

Note: Some of the details of a Vision plan will display different within iAccess. This may be due to unmapped phase or task rows, the plan level rows that resources are assigned to, or how they are assigned.

The amounts on this grid display at billing or cost, depending on the budget type (Billing, Cost, or Cost and Billing) that is selected in iAccess Plan Settings for iAccess plans, Vision Project Planning for Vision plans, or Vision Plan Settings for projects without plans. 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.

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.

Contents

Field	Description
LEVEL/RESOURCE	This column displays the work breakdown structure name and named resource or generic resource information for the project, phase, or task.
START DATE	Specify a start date for the WBS element. By default, when an iAccess plan is created, this field is set to the date entered in the Initial Dates: Start field for the top level of the WBS in the Project Info Center. If this date is not entered in the Project Info Center, then it defaults to the date entered in the Estimated Dates: Completion field. If neither date is entered in the Project Info Center, then tomorrow's date defaults. When you add new phases and tasks to the WBS, the parent WBS start date is the default. You can change the default start date for phases/tasks; if earlier than the parent row's start date, iAccess will change the parent start date to match. Complete one of the following actions to set the start date for a WBS element: Enter a date in the field. Click in the field and select a date on the calendar. As plans evolve, you can shift planning dates on the Labor grid work breakdown structure rows by changing the start date. When you shift calendar dates, your plans remain accurate and up-to-date over the course of the project life cycle. When you change the start date for a WBS row, one of the following occurs: If the WBS row has assigned resources with hours, iAccess displays a message asking if you want to shift the resource hours. Click Yes to shift the hours. iAccess tries to preserve the pattern of each resource's hours but differences in the number of work and non-work days between the original range and the new range could result in a change in the pattern and an increase in the number of days in the range. For that reason, it is recommended that you review the results after shifting the hours and make any necessary changes to the calendar period hours and WBS end date. Click No if you do not what to shift the hours. If the new start date is not after any of the resource hours, the start date is changed, but the end date and the resource hours are not changed. If necessary, you can then manually move resource hours or the end date. If the new start date falls after any of the resource hours, you cannot use that start date without also shifting the hours. If the WBS row has no assigned resources or its assigned resources have no hours, iAccess displays a message asking if you want to shift the end date also. Click Yes to shift both the start and end dates to maintain the plan's original range. Click No if you do not what to shift the end date. If the new start date is not after the end date, the start date is changed but the end date is not changed. If necessary, you can then manually change the end date. If you are using a Vision plan, the start date defaults from the Labor tab in Project Planning. The dates you assign on the Labor grid are also used on the Expenses and Consultants grids. All planning grid date changes must be made using the Labor grid.
END DATE	Specify an end date for the WBS element. By default, when an iAccess plan is created, this field is set to the date entered in the Estimated Dates: Completion field for the top level of the WBS in the Project Info Center. If this date is not entered in the Project Info Center, then it defaults to the date entered in the Initial Dates: Start field. If neither date is entered in the Project Info Center, then tomorrow's date defaults. When you add new phases and tasks to the WBS, the parent WBS end date is the default. You can change the default end date for phases/tasks; if later than the parent row's end date, iAccess will change the parent end date to match. And, if you change the start date and choose to shift the end with it, the dates automatically adjust to maintain the plan's range for the work breakdown structure. Complete one of the following actions to set the end date for a WBS element: Enter a date in the field. Click in the field and select a date on the calendar. This end date cannot be earlier than any existing planned hours or the start date. If you are using a Vision plan, the end date defaults from the Labor tab in Project Planning.
CONTRACT	This column displays the labor contract amount for the WBS element.
BASELINE	This column displays the sum of the planned labor amount that is saved in the baseline for the selected WBS row. The baseline acts as a snapshot of the plan at a certain point in time. To save a baseline, click on the Planning toolbar. For an iAccess plan, the planned amount typically equals the sum of the associated resource's baseline amounts, unless the baseline was saved prior to the planned amount changing. For a Vision plan, the amount on the WBS row may not equal the sum of the associated resource rows. This happens when resource rows are removed or changed after the baseline was saved and the WBS row retains the original planned amount. If the project has multiple Vision plans that are included in utilization, iAccess sums the baseline amounts from the plans. You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can only change the baseline if your role has appropriate access rights. See the Planning Toolbar online help topic for more information.
JTD	This column displays the job-to-date labor amount through today's date for the project, phase, or task. It is based on actual JTD labor charges and includes unposted charges. Calculation: JTD = Posted and unposted labor charges at billing or cost through today
ETC	This column displays the estimate-to-complete (ETC) labor amount for the project, phase, or task. This is the planned labor amount required from tomorrow through the end of the plan to complete the project, phase, or task. If a project is mapped on multiple Vision plans that have the Include in utilization and project reports option selected, iAccess totals are the combined values. Calculation: ETC = Planned labor amount from tomorrow forward for plans in utilization at billing or cost
EAC	This column displays the sum of the job-to-date (JTD) labor amount and the estimate-to-complete (ETC) labor amount for the project, phase, or task. If a project is mapped on multiple Vision plans that have the Include in utilization and project reports option selected, iAccess totals are the combined values. Calculation: EAC = JTD labor amount through today + ETC labor amount from tomorrow forward for plans in utilization at billing or cost
CONTRACT LESS EAC (displays if the Billing option is selected)	This column displays the variance between the contract amount and the estimate-at-completion (EAC) labor amount for the current project, phase, or task at billing. Negative amounts display in red. Calculation: Contract Less EAC = Contract - EAC (JTD labor amount at billing through today + ETC labor amount at billing from tomorrow forward for plans in utilization)
EAC PROFIT (displays if the Cost option is selected)	This column displays the estimate-at-complete (EAC) profit, which is calculated using cost amounts. Negative amounts display in red. EAC Profit = Contract - JTD - ETC - Estimated Overhead Estimated Overhead = JTD Overhead + ETC Overhead JTD Overhead = The Overhead that is allocated to the project in Vision, plus an estimate of overhead for labor JTD that has not yet been allocated. The overhead allocation settings are configured in Vision. ETC Overhead = Plan's Overhead % x Labor ETC Cost Amount
EAC PROFIT % (displays if the Cost option is selected)	This field displays the estimate-at-complete (EAC) profit percent, which is calculated using cost amounts. Negative percentages display in red. Calculation: EAC Profit % = EAC Profit / Contract
LABOR EAC MULTIPLIER (displays if the Cost option is selected)	This field displays the labor EAC multiplier for the project. It is calculated using cost amounts and represents the cost value of hours worked through today and the remaining planned hours. Calculation: Contract / EAC Cost Your security role's access rights to labor cost rates and amounts determines whether or not labor EAC multipliers display.