Expense Billing Tab of Project Budget Worksheet

Your project job-to-date expense budget lets you keep track of all expenses to be charged to a project. Use this tab to establish your expense billing amounts.

Contents

Field	Description
Start Date	Enter the start date for work on this account or click and select a date.
End Date	Enter the end date for work on this account or click and select a date.
Overall % Cmplt	In this field, you can enter an overall percent complete for the entire project. If you do so, the percentage you specify here overrides the overall percent complete that Vision calculates.
Exp % Cmplt	For any project, you can define an overall expense percent complete, an overall labor percent complete, or both, for your project: You define the overall expense percent complete here in the Exp % Complt field. You define the overall labor percent complete in the Lab % Complt field on the Labor Billing tab or Labor Costs tab.
Project Currency/ Billing Currency	If you use Multicurrency, this field shows the three-character currency code, such as USD or EUR, for the project selected. The type of currency, project or billing, is based on the setting for the Use billing currency not Project currency option on the Reporting tab of Accounting System Settings : If this option is selected in Configuration, this field displays the three-character currency code for the project's billing currency. If this option is cleared in Configuration, this field displays the three-character currency code for the project's project currency.

Expense Billing Grid

Field	Description
Insert	Click this option to insert a row beneath the current row.
Delete	Click the row to select it, then click this option to delete the row.
Account	Your expense budgets are based on account numbers. You can insert a new row to add a new budget line for any account number that is valid for the current project. If you are inserting a row, you can enter an account in this field or click and select an account from the Lookup of valid accounts for the project.
Account Name	This field displays the name of the expense account.
Vendor	Enter the vendor number for which to enter a budget for this project or click to display the Vendors Lookup and select a vendor.
Vendor Name	This field displays the name of the vendor.
Pct Complete	Enter your estimate of how far work has progressed on the project for this account. Deltek recommends that you update the percent complete on a regular basis.
Amount	Enter the budgeted monetary amount for the expense charged to the account for the project.
EAC Amt	Estimate at Completion Amount. Enter your estimate of the total billing amount that will have been incurred at the completion of the project, as reported for this account.
ETC Amt	Estimate to Complete Amount. Enter your estimate of the total additional billing amount required to complete the work for this account.
Start Date	Enter the start date for work on this account or click and select a date.
End Date	The end date for work on this account or click and select a date.
JTD Spent	This field shows the actual billing amount spent, job-to-date, for this account, as calculated at the most recent posting. Vision calculates billing amounts based on the billing terms in effect at the time of the posting. When you post a transaction, Vision looks at the applicable billing terms to determine billing rates for project reporting purposes. If you later update the billing terms, your updates are not reflected on the project reports unless you refresh billing extensions. You should refresh billing extensions when you create or change the billing terms for any project, or after posting transactions for that project during the current period If you are using the Multicurrency feature, the currency for this amount is based on the setting for the Use billing currency not Project currency option on the Reporting tab of Accounting System Settings: If this option is selected in Configuration, the amount in this field is based on the project's billing currency. If this option is cleared in Configuration, the amount in this field is based on the project currency.