Warning Indicators

iAccess displays visual indicators on the project search list to alert you to warning conditions that exist with your projects (for example, the estimate at complete (EAC) amount is greater than the contract amount, or the contract amount is less than or equal to zero).

iAccess performs tests on the labor, expenses, and consultants categories independently. It also considers the assigned budget type (if projects are planned at cost, billing, or both) and the use of multiple currencies (if Vision Multicurrency is enabled).

If more than one warning condition occurs for the same project, iAccess combines and organizes the warnings by level of severity. For example, if there is a Labor EAC Profit is Negative red warning and a No Contract yellow warning, both are listed together under a red indicator.

When you hover over or tap warning indicators, tooltips display to further explain the warnings. If conditions in Vision contribute to warnings in iAccess, the visual indicators in iAccess will update as the Vision warnings are resolved.

The table below organizes the visual indicators by indicator color and budget type.

Indicator Description Budget Type Detailed
EAC Higher than Contract All This warning displays to notify you that the labor, expense, or consultant EAC is higher than the associated contract amount at the project level. It also displays any associated categories that trigger the no contract warning.

For example, if labor EAC is higher and the expense contract amount is zero, the tooltip that displays with the warning would be:

Labor EAC Billing is higher than Contract.

No Expense Contract.

The checks that iAccess performs for each type of warning are:
  • Labor: The project's labor EAC from the Labor planning page is greater than the labor contract amount shown on the Contract planning grid
  • Expense: The project's expenses EAC is greater than the expenses contract amount (the sum of the Direct or Indirect Expense and Reimb. Expense columns on the Contract planning grid).
  • Consultant: The project's consultants EAC is greater than the consultants contract amount (the sum of Consultant Fee and Reimb. Consultants on Contract planning grid). This only applies to projects that have the Regular charge type.

Note that the Expense EAC Cost is higher than Contract or the Consultant EAC Cost is higher than Contract warnings only display when the project (cost) currency and billing currency are different. This only applies when the budget type is set to Cost and Billing and when you are using Vision Multicurrency.

Labor EAC Multiplier is less than Labor Target Multiplier Cost This warning displays to notify you that the labor EAC multiplier is less than the Labor Target Multiplier. This condition potentially result in your costs exceeding the anticipated revenue. This warning only applies to labor costs.
Labor EAC Profit is Negative Cost or Cost and Billing This warning displays to notifies you of a negative profit amount for the labor EAC.

Calculation: Labor Contract at the project currency - EAC labor at cost - estimated overhead

Note that in cases where this indicator and the Labor EAC Multiplier is less than Labor Target Multiplier are both triggered, only the Labor EAC Profit is Negative indicator will display.

No Contract at Billing or Project Currency Cost and Billing This warning displays for either the billing or the cost currency to notify you that there is no labor, expense, or consultant contract.

The project (cost) currency is the currency in which your project is planned, while the billing currency is the currency in which you bill your client.

If you use the Vision Multicurrency feature, the project and billing currencies may be different. The No Contract at Billing Currency warning only displays when there are two different currencies in use.

No Contract Cost or Billing This warning displays to notify you that there is no labor, expense, or consultant contract at the project level.
The following are the checks that occur for each type of warning:
  • Labor: The project's labor contract amount at the project level is less than or equal to zero.
  • Expense: The sum of the Direct or Indirect Expenses and Reimb. Expenses columns for the expense contract amount at the project level is less than or equal to zero.
  • Consultant: The sum of the Consultant Fee or Direct Consultant and Reimb. Consultants columns for the consultant contract amount at the project level is less than or equal to zero. This only applies to projects that have the Regular charge type.