Expense Summary Budget and Expense Tab

Use the Budget and Expense tab to limit the expenses included on the report. If you are using Vision Planning, you can also use this tab to select the source of the project budget data on the report.

Contents

Field	Description
Print Reimbursable Expenses	Select this check box to include reimbursable expenses on the report.
Print Direct Expenses	Select this check box to include direct expenses on the report.
Print Indirect Expenses	Select this check box to include indirect expenses on the report.
Print Reimbursable Consultant Expenses	Select this check box to include reimbursable consultant expenses on the report.
Print Direct Consultant Expenses	Select this check box to include direct consultant expenses on the report.
Consultant Breakout	Select this check box to display reimbursable consultant expenses separately from other reimbursable expenses and display direct consultant expenses separately from other direct expenses. If you do not select Consultant Breakout, both reimbursable consultant expenses and other reimbursable expenses are displayed under Reimbursable Expenses and direct consultant expenses and other direct expense are displayed under Direct Expenses.
Include Committed Purchase Order Expense	Select this check box to include as expenses any amounts committed to approved purchase orders. If you include committed expenses, you can see major upcoming costs that affect a project’s bottom line. If you also select the Committed Purchase Order Expense column on the Columns tab, the portion of the expenses for an account that is committed purchase order expenses is displayed in a separate column as well as included in other expense amounts for the account. If you select this option and also select Current in Activity Period on the Activity tab, Vision includes committed purchase order expenses whether or not the expense activity occurred in the current accounting period.
Budget Source	Select the source of the budget data for the report: Project Budgeting Project Planning Budget Project Baseline Budget
Basis for Planning Calculations	If you select Project Planning Budget or Project Baseline Budget as the source of the budget data for the report, select the date to be used in calculating estimate-to-complete (ETC) values: Today's Date — The estimate-to-complete hours and cost amounts are calculated based on the current date. Period End Date — The estimate-to-complete hours and cost amounts are calculated based on the last day of your firm's current accounting period. Specific Date — The estimate-to-complete hours and cost amounts are calculated based on a date you enter here. You can enter the date, or you can click and select the date.