Drill Down on Amounts

You can drill down on amounts displayed on the Project Review form, to see supporting detail.

To drill down on an amount, complete the following steps:

1. From the Vision Navigation menu, click Accounting > Project Review.
2. On the Project Review form, click any amount that displays in blue, underlined format.

   Vision displays a dialog box with supporting detail.

   For example, if you click an amount in the Actual Labor field, Vision displays a dialog box that lists the name of each employee who reported hours for the project, the number of hours, and the amounts billed. The type of rate used to calculate the amounts is indicated by the full name of the dialog box, such as Labor at Cost.

3. Optional. After you drill down on a labor, expense, or accounts receivable amount, click an amount on the resulting dialog box to see more detailed data on a second dialog box.