Labor Plan Summary

Use the Labor Plan Summary report to compare planned and baseline hours to estimate at completion hours and analyze the plan's percent complete status. On the Date Basis tab, you specify the date Vision uses to calculate estimate-to-complete hours and job-to-date hours.

Match JTD Option

This report is affected by the Match JTD option, which you set on the Project Planning form.

For any plan that is mapped to a project, use the Match JTD option on the Default WBS Mapping dialog box in Planning to specify the level of matching between job-to-date information and work breakdown structure (WBS) levels. (To display that dialog box, click Default WBS Mapping on the Options menu on the Project Planning form.) When you select that option for a level, all subsequent levels are automatically selected. When a level is not selected, Vision calculates the job-to-date value as the sum of values from lower levels.

For example, suppose you have two plans, both of which are mapped to the same project. However, plan 1 is mapped to phase A of that project and plan 2 is mapped to phase B. If you select Match JTD for the phase level, Vision accumulates actual values at the phase level, rather than at the project level. As a result, the job-to-date values are accurate for each of the plans. If you do not select Match JTD for the phase level, Vision accumulates job-to-date values at the project level. In that case, job-to-date values for plan 1 could incorrectly include actual activity for phase B, and those for plan 2 could incorrectly include actual activity for phase A.

Sort and Group by Custom Fields

You can sort and group information on this report by custom fields for the top project of a plan.

Non-Work Days

When it calculates a plan's hours, cost amounts, or billing amounts, Vision takes into consideration the company's non-work days specified on the Holiday Configuration form (Configuration > General > Holiday Calendar).

When it prorates values and calculates standard hours, Vision takes into consideration the non-work days specified on the Holiday Configuration form for the company that was active when the plan was created.

If hours or amounts are posted to a span of non-work days or holidays and those non-work days fall completely within the start and end dates of a period column on the report, they are included on the report for that period. If the non-work days do not completely fall within a period column on the report (for example, if they fall within more than one report period), the proration process may exclude them from the report.

Multicompany

When it prorates values and calculates standard hours, Vision takes into consideration the non-work days specified on the Holiday Configuration form for the company that was active when the plan was created.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.