| Level/Resource
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This field displays the work breakdown structure name and named resource or generic resource information for the project, phase, or task. Click the ellipsis or tooltip to display the full name of the work breakdown structure.
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| Update Labor Charts
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The labor charts and
EAC Multiplier update when you click a project, phase, or task row in the Planning grid.
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| Expand the Planning Grid View
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Click
 to expand the view of the Planning grid. To return to the normal view, click
 .
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| Start Date
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Specify a start date for the WBS element. By default, when a Navigator plan is created, this field is set to the date entered in the
Initial Dates: Start field for the top level of the WBS in the Project Info Center. If this date is not entered in the Project Info Center, then it defaults to the date entered in the
Estimated Dates: Completion field. If neither date is entered in the Project Info Center, then tomorrow's date defaults into both fields. If a new phase is added to a project after the Navigator plan already exists, the start date currently shown for the project defaults as the phase's start date. If it is a new task that is added later, the start date currently shown for the task's phase defaults as the task's start date.
To specify a different start date, complete one of the following actions on the lowest level of the WBS element:
- Enter a date in the field.
- Click the
Date field to display the Calendar dialog box and select a date. This start date cannot be later than any existing planned hours or the end date.
You can shift planning dates on the work breakdown structure. When you shift dates, your plans remain accurate over the course of the project life cycle.
If you are using a Vision plan, the
Start Date defaults from the Labor tab in Project Planning. The dates you assign on the Labor grid are also used on the Consultants grid. All planning grid date changes must be made using the Labor grid.
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| End Date
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Specify an end date for the WBS element. By default, when a Navigator plan is created, this field is set to the date entered in the
Estimated Dates: Completion field for the top level of the WBS in the Project Info Center. If this date is not entered in the Project Info Center, then it defaults to the date entered in the
Initial Dates: Start field. If neither date is entered in the Project Info Center, then tomorrow's date defaults into both fields. If a new phase is added to a project after the Navigator plan already exists, the end date currently shown for the project defaults as the phase's end date. If it is a new task that is added later, the end date currently shown for the task's phase defaults as the task's end date.
To specify a different end date, complete one of the following actions on the lowest level of the WBS element:
- Enter a date in the field.
- Click the
Date field to display the Calendar dialog box and select a date. This end date cannot be earlier than any existing planned hours or the start date.
If you are using a Vision plan, the
End Date defaults from the Labor tab in Project Planning.
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| Contract
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This field displays the compensation amount, based on the amount in the
Compensation field in the Vision Project Info Center for each project, phase, or task.
Calculation: Contract = Compensation from Project Info Center for the selected WBS element
If your firm uses Vision Multicurrency, the currency 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.
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| JTD Amount
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This field displays the job-to-date labor amount through today's date for the project, phase, or task. It is based on actual JTD labor charges at billing and includes unposted charges.
Calculation: JTD = Posted and unposted labor charges at billing through today
If your firm uses Vision Multicurrency, the currency 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.
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| ETC Amount
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This field displays the estimate-to-complete (ETC) labor amount for the project, phase, or task. This is the billing value of planned labor required from tomorrow through the end of the plan to complete the project, phase, or task.
If the Vision plan's
Budget Type is set to
Cost, this amount displays as zero. If a project is mapped on multiple Vision plans that have the
Include in utilization and project reports option selected, Navigator totals are the combined values.
Calculation: ETC = Planned labor amount at billing from tomorrow forward for plans in utilization
If your firm uses Vision Multicurrency, the currency 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.
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| EAC
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This field displays the sum of the job-to-date (JTD) labor billing amount and the estimate-to-complete (ETC) labor billing amount for the project, phase, or task.
If the Vision plan's
Budget Type is set to
Cost, this amount displays as zero. If a project is mapped on multiple Vision plans that have the
Include in utilization and project reports option selected, Navigator totals are the combined values.
Calculation: EAC = JTD labor amount at billing through today + ETC labor amount at billing from tomorrow forward for plans in utilization
If your firm uses Vision Multicurrency, the currency 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.
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| Contract Less EAC
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This field displays the variance between the contract amount and the estimate-at-completion (EAC) labor amount for the current project, phase, or task.
Calculation: Contract Less EAC = Contract - (JTD labor amount at billing through today + ETC labor amount at billing from tomorrow forward for plans in utilization)
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