Project Earnings Budget Tab

If your firm uses Vision Planning, use the Budget tab to select the source of the project budget data for the Project Earnings report.

Contents

Field Description
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.

Parent Topic: Project Earnings