Use the Budget & 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 |
|---|
| 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.
|
| 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.
|
| 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.
|