Switch Planned Amounts from Billing to Cost
When you display the Planning tab, the Show field indicates whether the planned amounts are cost amounts or billing amounts. If the budget type for the plan is set to Cost and Billing, you can use the Show field to display either cost or billing amounts.
- For iAccess plans, the Budget Type in iAccess Plan Settings applies.
- For Vision plans or when you create a new plan, the Budget Type option that is selected on the Rates tab of Project Planning in Vision serves as the default setting. If you are not using Vision Resource Planning, the Budget Type is selected in Plan Settings in Vision Configuration.
- If you are using a project that does not have a plan, iAccess defaults to use the budget type that is specified in Vision Plan Settings. If your firm uses Vision Multicompany, it uses the budget type for the project's company. See the View a Project Without a Plan online help topic for more information.
When you have appropriate access rights, you can use the Plan Settings dialog box in iAccess to change the plan's budget type to something other than the Vision default. The options in iAccess Plan Settings are applied to the current plan and override the Vision default settings. If the budget type is Cost and Billing, you can switch between those types of planned amounts.
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.
To switch the amounts between billing and cost for a plan, complete the following step:
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In the Project Management workspace, select the project, and click the Planning tab.
The Show field in the upper-right corner of the workspace indicates whether cost or billing planned amounts are currently displayed.
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To switch the type of planned amounts displayed, click the value in
Show and select the type of amount.
Note: If
is not displayed next to the value in
Show, the option to switch between cost and billing amounts is not available for the selected plan.
- 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 () determine your access rights to labor costs rates and amounts in iAccess. See the Security Settings and Labor Cost Amounts online help topic for more information.
- Contract amounts usually remain the same as you switch between cost and billing amounts. The only time they change is if you are using Vision Multicurrency and the currencies used for billing and cost are different.