Project Planning Visualization Metrics Tab

Use the Metrics tab to select the metrics for a visualization map and to specify the attributes of those metrics.

Grid Options and Columns

Field	Description
Drop-down list in the upper left corner of the grid	The Vision grids contain a drop-down list that displays a combination of the following options: Print grid information Export grid data to Excel Enable Grouping Not all options are available on all grids.
Move to top	Click the Move to top grid option to move all selected metrics (rows with Size By, Color By, or Tool Tip selected) to the top of the list. (The current order of the remaining rows does not change.)
Find	Click the Find grid option to search the Metric Name column for text that you specify.
Find Next	If you use the Find option and the first instance of the search text is not the one you want, click the Find next grid option to find the next instance.
Edit calculation	To modify an existing calculated field, click in the row for that field, and then click the Edit calculation grid option.
New Calculation	Click the New calculation grid option to add a calculated field of your own design to the visualization.
Row selection column	When you click in a row in the grid, the first column of the grid displays next to it to mark the currently selected metric.
Size By	Select the Size By check box for any metrics that you want to represent with block size on the visualization map. The drop-down list for the Size field in the Visualization window includes each metric for which you select this check box. Negative Values If you select a metric in Size in the Visualization window and the value of that metric for a block is zero or a negative value, Vision cannot display that block. If a metric could have zero or negative values, we strongly recommend that you instead use color to represent that metric.
Color By	Select the Color By check box for any metrics that you want to represent with color on the visualization map. The drop-down list for the Color field in the Visualization window includes each metric for which you select this check box.
Tool Tip	Select the Tool Tip check box for any metrics for which you want Vision to display the metric value in a tooltip when you position the mouse pointer on a block.
Metric Name	This grid column displays the names of the metrics that are available for the visualization map.
Label	Enter the label you want Vision to display for the metric in the drop-down lists for the Color field and the Size field in the Visualization window.
Low Color	Select the color that Vision uses to represent values at the low end of the range for the metric. For example, if you select red in Low Color for the Planned Revenue metric, then intensely red blocks on the visualization map indicate projects with low planned revenue amounts. This option is only available if you select Color By for the metric.
High Color	Select the color that Vision uses to represent values at the high end of the range for the metric. For example, if you select blue in Low Color for the Planned Revenue metric, then intensely blue blocks on the visualization map indicate projects with high planned revenue amounts. This option is only available if you select Color By for the metric.
Color Shading	Vision uses your selection in Color Shading to determine the metric value that marks the central point in the range of colors. By default, blocks with a metric value equal to that center value are white. Blocks with higher values are displayed in lighter or darker shades of the high color, and blocks with lower values are displayed in lighter or darker shades of the low color. Select one of the following: Average — Vision determines the center value based on an average of the values for the metric: Sum of the metric values / Number of values. Manual — You enter, in the associated High Color Value and Low Color Value fields, specific metric values at which Vision displays the pure high and low colors. Vision then sets the metric value that marks the central point in the range of colors at the average of these two values. You might want to select Manual if you first selected Average, and colors in the visualization were so similar that it was difficult to distinguish the differences in metric value. If you narrow the range over which the colors are shaded, color differences are more pronounced. Zero Center — Zero is the center value. Vision displays blocks in the pure center color (white, by default) if the metric equals zero. Blocks with negative metric values are varying combinations of the center color and low color, and blocks with positive values are varying combinations of the center color and high color. This option is often the best choice for a metric that commonly has both positive and negative values. This option is only available if you select Color By for the metric.
High Color Value	If you select Manual in Color Shading, enter the metric value that you want Vision to display with the pure (unshaded) high color. Metric values that are greater than this value are also displayed with the pure high color.
Low Color Value	If you select Manual in Color Shading, enter the metric value that you want Vision to display with the pure (unshaded) low color. Metric values that are less than this value are also displayed with the pure low color.
Format	Format displays the format in which the visualization map displays the metric values. To change the format, click in Format to open the Format dialog box.
Type	This column displays the type of metric: Standard — Standard Vision metric. User Defined — User-defined metric. Calculated — Calculated metric.

Metrics

The metrics available on this tab depend on the following:

• The settings in Planning Configuration.

• Whether or not Full Access is selected in Labor Cost Rates/Amounts on the Accounting tab of the Roles form for your security role in Security Configuration.

Field	Description
Total Comp Cost	This metric is the total compensation for the plan, calculated at cost rates: Compensation + Consultant Fee + Reimb Allow
Planned Revenue	This metric is the planned revenue amount.
Planned Hours	This metric is the labor hours specified in the plan.
Planned Cost	This metric is the cost amount specified in the plan.
Planned Bill	This metric is the billing amount specified in the plan.
Planned Labor Cost	This metric is the cost amount for labor specified in the plan.
Planned Labor Bill	This metric is the billing amount for labor specified in the plan.
JTD Hours	This metric is the actual job-to-date hours worked.
JTD Cost	This metric is the actual job-to-date cost amount.
JTD Bill	This metric is the actual job-to-date billing amount.
JTD Labor Cost	This metric is the actual job-to-date labor cost amount.
JTD Labor Bill	This metric is the actual job-to-date labor billing amount.
Baseline Hours	This metric is the hours specified in the baseline version of the plan.
Baseline Cost	This metric is the cost amount specified in the baseline version of the plan.
Baseline Bill	This metric is the billing amount specified in the baseline version of the plan.
Baseline Labor Cost	This metric is the labor cost amount specified in the baseline version of the plan.
Baseline Labor Bill	This metric is the labor billing amount specified in the baseline version of the plan.
ETC Hours	This metric is the estimate to complete (ETC) hours. This is the estimate of the remaining planned hours needed to complete the work, as of the current date.
ETC Cost	This metric is the estimate to complete (ETC) cost amount. This is the estimate of the remaining planned cost amount needed to complete the work, as of the current date.
ETC Bill	This metric is the estimate to complete (ETC) billing amount. This is the estimate of the remaining planned billing amount needed to complete the work, as of the current date.
ETC Labor Cost	This metric is the estimate to complete (ETC) labor cost amount. This is the estimate of the remaining planned labor cost amount needed to complete the work, as of the current date.
ETC Labor Bill	This metric is the estimate to complete (ETC) labor billing amount. This is the estimate of the remaining planned labor billing amount needed to complete the work, as of the current date.
EAC Hours	This metric is the estimate at completion (EAC) hours. This is the estimate of the total hours that will be expended to complete the work. Vision calculates estimate at completion hours as follows: JTD Hours + ETC Hours
EAC Cost	This metric is the estimate at completion (EAC) cost amount. This is the estimate of the total cost that will be expended to complete the work. Vision calculates estimate at completion cost as follows: JTD Cost + ETC Cost
EAC Bill	This metric is the estimate at completion (EAC) billing amount. This is the estimate of the total amount that will be billed for the completed work. Vision calculates estimate at completion billing amounts as follows: JTD Bill + ETC Bill
EAC Labor Cost	This metric is the estimate at completion (EAC) labor cost amount. This is the estimate of the total labor cost that will be expended to complete the work. Vision calculates estimate at completion labor cost as follows: JTD Labor Cost + ETC Labor Cost
EAC Labor Bill	This metric is the estimate at completion (EAC) labor billing amount. This is the estimate of the total labor amount that will be billed for the completed work. Vision calculates estimate at completion labor billing amounts as follows: JTD Labor Bill + ETC Labor Bill
JTD Revenue	This metric is the actual job-to-date revenue.
Planned - EAC Hours	This metric is the variance between the planned hours and the estimate at completion hours.
Planned - EAC Cost	This metric is the variance between the planned cost amount and the estimate at completion cost amount.
Planned - EAC Bill	This metric is the variance between the planned billing amount and the estimate at completion billing amount.
Planned - EAC Labor Cost	This metric is the variance between the planned labor cost amount and the estimate at completion labor cost amount.
Planned - EAC Labor Bill	This metric is the variance between the planned labor billing amount and the estimate at completion labor billing amount.
Cost Eff Multiplier	This metric is the effective multiplier for cost. Vision calculates the multiplier as follows: (Job-to-date revenue – Job-to-date expense cost – Job-to-date consultant cost) / Job-to-date labor cost
Bill Eff Multiplier	This metric is the effective multiplier for billing. Vision calculates the multiplier as follows: (Job-to-date revenue – Job-to-date expense billing – Job-to-date consultant billing) / Job-to-date labor billing
Cost EAC Multiplier	This metric is the estimate at completion multiplier for cost. Vision calculates the multiplier as follows: ((Compensation + Consultant Fee + Reimb Allow) – (Estimate at completion expense cost + Estimate at completion consultant cost)) / EAC Labor Cost
Bill EAC Multiplier	This metric is the estimate at completion multiplier for billing. Vision calculates the multiplier as follows: ((Compensation + Consultant Fee + Reimb Allow) – (Estimate at completion expense billing + Estimate at completion consultant billing)) / EAC Labor Bill
Cost Budget Multiplier	This metric is the budget multiplier for cost. Vision calculates the multiplier as follows: Compensation / EAC Cost
Bill Budget Multiplier	This metric is the budget multiplier for billing. Vision calculates the multiplier as follows: Compensation / EAC Bill
Cost Planned Multiplier	This metric is the planned multiplier for cost. Vision calculates the multiplier as follows: (Compensation + Consultant Fee + Reimb Allow) / Planned Labor Cost The planned multiplier helps you evaluate how much revenue a plan will return per unit of labor cost.
Bill Planned Multiplier	This metric is the planned multiplier for billing. Vision calculates the multiplier as follows: (Compensation + Consultant Fee + Reimb Allow) / Planned labor billing The planned multiplier helps you evaluate how much revenue a plan will return per unit of labor billing.
Cost Target Multiplier	This metric is the target multiplier for cost.
Bill Target Multiplier	This metric is the target multiplier for billing.
Compensation	This metric is the expected amount of compensation for the plan. This metric is only available if Compensation Values By Row & Period is selected on the General tab of the Plan Settings form.
Reimb Allow	This metric is the expected amount of reimbursable expense billings.
Consultant Fee	This metric is the expected amount of reimbursable consultant fees. This amount includes any markups on consultant professional services.
Total Comp Bill	This metric is the total compensation for the plan, calculated at billing rates: Compensation + Consultant Fee + Reimb Allow
Compensation Bill	This metric is the expected amount of compensation, calculated at billing rates. This amount includes labor and expenses, but not consultant fees.
Reimb Allow Bill	This metric is the expected amount of reimbursable expense billings, calculated at billing rates.
Consultant Fee Bill	This metric is the expected amount of reimbursable consultant fees, calculated at billing rates.