Use the Consultant Plan Summary chart to view the direct consultant account and reimbursable consultant account contract, planned, and job-to-date (JTD) amounts. When you view this chart on the Dashboard, the amounts are for the plan's WBS1, but when you view this chart on the Consultants tab, the amounts are for the WBS level that is selected on the Consultants grid. You can hover over or tap a bar on the chart to see the amount.
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If your firm uses Vision Multicurrency, the amounts display in the project's billing currency or project currency. The currency is based on the Use Billing Currency not Project Currency option in Vision Accounting System Settings.
As you select different elements on the Consultants grid, amounts on the Summary chart updates to reflect the data shown on the grid. The chart also updates to display edits to the plan when edits are saved.
| Field | Description |
|---|
| Contract
|
Direct: This bar displays the consultant fee, based on the
Consultant Fee field in
for the selected WBS grid row.
Reimbursable: This bar displays the sum of all planned bill amounts for reimbursable consultant accounts in the plan for the selected WBS grid row. For projects with multiple Vision plans, the sum is from plans that are included in utilization.
|
| Planned
|
Direct: This bar displays the planned bill amount for direct consultant accounts for the selected WBS grid row.
Reimbursable: This bar displays the planned bill amount for reimbursable consultant accounts for the selected WBS grid row.
For projects with multiple Vision plans, the bars display the amounts from the plans that are included in utilization.
|
| JTD
|
Direct: This bar displays the sum of project billing charges to direct consultant accounts on posted transactions and committed purchase orders dated through today for the selected WBS grid row.
Reimbursable: This bar displays the sum of project billing charges to reimbursable consultant accounts on posted transactions and committed purchase orders dated through today for the selected WBS grid row.
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