Use the Consultant Plan Summary dashpart to view the direct and reimbursable consultant account contract, planned, and job-to-date (JTD) amounts. You can hover over or tap a bar on the chart to see the amount.
Contents
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.
If you are using Internet Explorer, click the dashpart title link to open Consultant Planning in Navigator.
| 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.
|