Expenses Resource Grid Columns

The Expenses Resource grid contains detailed information about the plan's assigned expenses for each level of the associated WBS.

Contents

The Baseline, Planned, JTD, and Planned Less JTD columns default to displaying billing amounts. However, a Billing/Cost toggle button displays on the Expenses page under the following circumstances:

• For Vision plans, the Calculate Expense Billing Amounts option is selected on the Rates tab of Project Planning, and the corresponding rate method is set to something other than None. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
• For Navigator plans, the Rate Method on the Plan Settings dialog box in Navigator is Multiplier Only, From Account Rate Table, or From Category Rate Table.

Use this button to toggle between cost and billing amounts on the Baseline, Planned, JTD, and Planned Less JTD fields.

Field	Description
Expense Type	This column displays the account name that is associated with the direct, reimbursable, and indirect expense type. Only active accounts and those that are available to the project's company display. If you are using a Vision plan, the Expense Types are derived from the project plans that are included in utilization or from JTD. To select a different expense type, complete one of the following: Enter all or part of an expense type name. After you tab or press enter, Navigator uses the Quick Find feature to default the exact match or populate the lookup list with potential matching records. Click the lookup button to use the Expense Type lookup and select a different expense. If the Automatically retrieve records when opening lookups option is selected on the General tab of Vision > User Options, the Expense Type lookup opens with active expenses displayed. Otherwise, you have to use the Search button on the dialog to display a list of expense names. If there is assigned JTD for the expense row, you can move the planned amount to a new expense type, but the JTD and any baseline amounts will remain on the existing row. If there is no assigned JTD amount for the expense row, you can change the expense type as needed. And, if your access rights allow you to change the baseline, any baseline amount will be moved. Use the quick find or lookup feature to select a new option. This column displays the account type, which is dependent on the project's charge type: Regular project charge type: Direct and Reimbursable expense types are available. Promotional/Overhead project charge type: Indirect expense type is available.
Type	This column displays the account type that is associated with the expense type.
Account	This column displays the account number that is associated with the expense type.
Vendor Name	This field displays the name of the vendor. To select a different vendor name, complete one of the following: Enter all or part of a vendor name. After you tab or press enter, Navigator uses the Quick Find feature to default the exact match or populate the lookup list with potential matching records. Click the lookup button to use the Vendor Name lookup and select a different vendor. If the Automatically retrieve records when opening lookups option is selected on the General tab of Vision > User Options, the Vendor Name lookup opens with active vendors displayed. Otherwise, you have to use the Search button on the dialog to display a list of vendor names. If there is assigned JTD for the expense row, you cannot change the vendor name; however, Navigator will move the planned and baseline amounts to a new row with the new vendor name. If there is assigned JTD for the expense row, you can move the planned amount to a new expense row, but the JTD and any baseline amounts will remain on the existing row. If there is no assigned JTD amount for the expense row, you can change the vendor name as needed. And, if your access rights allow you to change the baseline, any baseline amount will be moved. Use the quick find or lookup feature to select a new option.
Baseline	This field displays baseline planned expense amounts. This amount is summed to higher levels of the WBS. If the project has multiple Vision plans that are included in utilization, Navigator sums the baseline amounts from the plans.
Planned	This field displays the sum of the planned expense amounts. If the WBS row's planned amount does not match the row's contract amount, a yellow flag displays in the corner of the field. Each WBS row amount is checked and a flag can display for any row. If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
JTD	This field displays the sum of the charges to Direct, Indirect, and Reimbursable types of accounts on all posted transactions and committed purchase orders through today. This amount is summed to higher levels of the WBS.
Planned Less JTD	This field displays the difference between the planned amount and the JTD amount through today. The amount is summed to higher levels of the WBS. If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.