| Field | Description |
|---|
| Project search
|
Use the field immediately above the project name to search for and select the project that you want to review or edit.
On the drop-down list at the left end of the search field, select a standard or custom search:
- Click
PROJECT MANAGER to select from a list of active projects for which you are the project manager at the WBS1 level.
- Click
PRINCIPAL to select from a list of active projects for which you are the principal at the WBS1 level.
- Click
SUPERVISOR to select from a list of active projects for which you are the supervisor at the WBS1 level.
- Using organization level 1 as an example, click the name of organization level 1 to select from a list of active projects that are assigned (at the WBS1 level) to an organization with the same level 1 value as the organization to which you are assigned in the Employee Info Center. The searches for the other organization levels work in the same way.
- Click a previously saved custom search to display the projects returned by that search. Custom searches display below the standard searches on the drop-down list.
- Click
Custom at the bottom of the list to create and save or apply a new custom search. Unlike the standard searches, the custom searches you create are not limited to the projects with which you are associated; they are only limited by your access rights as set up in
Vision.
The settings that you specify in the Project Settings dialog box determine the order in which the projects display in the list (by name or by number) and whether or not images assigned to the projects display. To review or change those settings, click
 on the Project Management toolbar in the upper-right corner of the workspace.
If warning conditions exist for any of the projects, the red ( ) or yellow ( ) warning indicators display next to them on the list. You can hover over or tap an indicator to display a description of the warning condition. See
Warning Indicators for more information about the warning conditions and indicators.
To further restrict the list of projects, do either of the following in the search field:
- To display a list of projects with short names, long names, or project numbers that begin with a specific single character, type the character in the field and pause.
- To display a list of projects with short names, long names, or project numbers that contain a specific sequence of two or more characters, type the characters in the field and pause.
Tip: If you enter characters in the search field and then want to remove them, you can click the
 icon at the end of the field to clear the field.
Tip: The number of projects in the current search results displays at the right end of the search field.
|
| Project name
|
The project's short name displays above the tabs.
|
| Project Number
|
This field, located below the project name, displays the project number.
|
 and
|
Click
to collapse the summary information on the left side of the workspace so there is more space to display data on the tabs. Click
to show the summary information again.
|
| Contract Start - End
|
This field displays the start and end dates for the project. The dates are based on the Initial Dates: Start and
Completion Dates: Estimated
fields in the Project Info Center in
Vision. These dates may differ from the dates on the Planning tab because planned dates may be outside the contract date range. Only one or no dates display if one or both are not available for the project in the Project Info Center.
Click the dates to display a tooltip containing a description of the dates. Click
More in the tooltip to display a related help topic.
|
| Project Status
|
This field displays the project status: Active, Inactive, or Dormant.
|
| Project Manager
|
This field displays the name of the project manager for the project at the WBS1 level.
Click the name to display a tooltip containing employee information: job title, location, phone numbers, and email address.
|
| Client
|
This field displays the name of the project's primary client.
Click the name to display a tooltip containing client information: market, primary address, phone number, and status.
|
| Plan Status
|
This field displays the status of the project's plan:.
No Plan: The project has no
iAccess plan or
Vision plan that is set to be in utilization.
-
Vision Plan: The project has a
Vision plan that is set to be in utilization.
Vision Plan: The project has a
Vision plan that is set to be in utilization. However, the details of this
Vision plan display differently in
iAccess. The difference may be due to unmapped phase or task rows, or the plan level rows that resources are assigned to or how they are assigned.
Published: A
Vision plan has been converted to
an iAccess plan, or
an iAccess plan has been created and published, or
an iAccess plan has been reverted to its last published values. No unpublished changes exist for the plan.
Not Published: The project has
an iAccess plan for which plan and/or baseline changes have been saved but not published.
Not Saved: The project has
an iAccess plan for which unsaved plan changes exist.
Click the status to display a tooltip containing a description of the status. Click
More in the tooltip to display a related help topic.
|
| Billing Summary or Cost Summary
|
This heading and the amounts displayed in the fields under it will vary depending on whether you display amounts at billing or at cost. The currency could vary also.
| Field | Description |
|---|
| Currency
|
If your firm uses the Multicurrency feature in
Vision, this field displays the currency code and description for the currency in which the amounts are displayed. The currency could be either the billing currency or project currency, depending on whether you display amounts at billing or cost and on how
Vision is configured.
If your firm does not use the Multicurrency feature, this field is not displayed.
|
| Contract
|
This field displays the total contract amount, at billing or at cost: Labor + Expenses + Consultants.
Click the contract amount to display a tooltip containing a breakdown of the contract amount into these three components. Click
More in the tooltip to display a related help topic.
|
| JTD
|
This field displays the value, at billing or at cost, of the charges to direct, indirect, and reimbursable labor, expense, and consultant accounts for all posted and unposted transactions and committed purchase orders through today.
Click the JTD amount to display a tooltip containing a breakdown of that amount. Click
More in the tooltip to display a related help topic.
Calculation: JTD = Posted and unposted labor, expenses, and consultants + committed purchase orders + other posted expense charges.
Your security role's access rights to labor cost rates and amounts determines whether or not you can view JTD labor at cost.
|
| ETC
|
This field displays the total estimate-to-complete (ETC) amount, at billing or at cost, that is required from tomorrow through the end of the plan to complete the project. ETC amounts at the project level are the sum of ETC amounts calculated at the resource level.
ETC amounts for expenses and consultants are calculated differently, depending on whether the project plan is
an iAccess plan or a
Vision plan.
iAccess plan:
- Expenses: If Planned expenses - JTD expenses is greater than 0, then ETC expenses = Planned expenses - JTD expenses. If Planned expenses - JTD expenses is less than or equal to 0, then ETC expenses = 0.
- Consultants: If Planned consultants - JTD consultants is greater than 0, then ETC consultants = Planned consultants - JTD consultants. If Planned consultants – JTD consultants is less than or equal to 0, then ETC consultants = 0.
Vision plan:
- Expenses: ETC expenses = Sum of planned expenses from tomorrow forward
- Consultants: ETC consultants = Sum of planned consultants from tomorrow forward
Click the ETC amount to display a tooltip containing a breakdown of that amount. Click
More in the tooltip to display a related help topic.
Note: Expense ETC does not exist when the Expense planning page is hidden. Consultants ETC does not exist when either the Consultants planning page is hidden or it is enabled but you are viewing a promotional or overhead project.
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.
Your security role's access rights to labor cost rates and amounts determines whether or not you can view labor ETC at cost.
|
| EAC
|
This field displays the total estimate-at-completion (EAC) amount, at billing or at cost, that is required from tomorrow forward through the end of the plan. The total EAC amount is the sum of the labor, expenses, and consultants JTD + ETC amounts from their respective Planning pages.
Click the EAC amount to display a tooltip containing a breakdown of that amount. Click
More in the tooltip to display a related help topic.
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.
Your security role's access rights to labor cost rates and amounts determines whether or not you can view labor EAC at cost.
|
|
| Labor Multipliers: Target
|
This multiplier is used as the basis for evaluation against the labor EAC multiplier. The multiplier represents how much revenue is anticipated for each labor cost dollar spent on a project. If you are viewing a
Vision plan, this field displays the multiplier in
Target Multiplier for Cost on the General tab of the Project Planning form in
Vision. If you are viewing
an iAccess plan, this field displays the multiplier in
Target Multiplier in the Plan Settings dialog box. If the project has no plan, no multiplier displays.
If a project is mapped to multiple
Vision plans that have the
Include in utilization and project reports option selected,
iAccess shows the target multiplier from the plan with the earliest creation date.
Click the multiplier to display a tooltip containing a description of the multiplier. Click
More in the tooltip to display a related help topic.
|
| Labor Multipliers: EAC
|
The estimate-at-completion (EAC) labor cost amount is the cost value of the hours worked through today and the remaining planned hours. To determine the multiplier, this calculation is used: Direct labor from the Budget & Revenue tab in the Project Info Center divided by the EAC labor.
Only the EAC cost amounts from plans in utilization are included in the calculation. All
iAccess plans are marked to Include in utilization and project reports.
Vision plans may or may not be marked as such.
Your security role's access rights to labor cost rates and amounts determines whether or not labor EAC multipliers display.
Click the multiplier to display a tooltip containing a description of the multiplier. Click
More in the tooltip to display a related help topic.
|
