Project Visualization Metrics Tab

Use 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 Profit - JTD metric, then intensely red blocks on the visualization map indicate projects with low job-to-date profit 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 High Color for the Profit - JTD metric, then intensely blue blocks on the visualization map indicate projects with high job-to-date profit 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	This field 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 and select a different format.
Type	This column displays the type of metric: Standard — Standard Vision metric. User Defined — User-defined metric. Calculated — Calculated metric.

Metrics

Field	Description
Revenue-JTD	This metric is the job-to-date revenue.
Total Compensation (or Total Compensation - Project Currency)	This metric is the total compensation expected for the project. Vision calculates Total Compensation as follows: Compensation + Consultant fee + Reimbursable allowance If you use the Multicurrency feature, Vision converts the total compensation from the project currency amount to the equivalent amount in the presentation currency. The metric name in that case is Total Compensation - Project Currency.
Total Compensation - Billing Currency	The metric is only available if you use the Multicurrency feature. This metric is the total compensation expected for the project. Vision calculates Total Compensation as follows: Compensation + Consultant fee + Reimbursable allowance Vision converts the total compensation from the billing currency amount to the equivalent amount in the presentation currency.
Total Compensation - Functional Currency	The metric is only available if you use the Multicurrency feature. This metric is the total compensation expected for the project. Vision calculates Total Compensation as follows: Compensation + Consultant fee + Reimbursable allowance Vision converts the total compensation from the functional currency amount to the equivalent amount in the presentation currency.
Revenue-YTD	This metric is the year-to-date revenue.
Compensation (or Compensation - Project Currency)	This metric is the expected compensation for the project. If you use the Multicurrency feature, Vision converts the compensation from the project currency amount to the equivalent amount in the presentation currency. The metric name in that case is Compensation - Project Currency.
Compensation - Billing Currency	The metric is only available if you use the Multicurrency feature. This metric is the expected compensation for the project. Vision converts the compensation from the billing currency amount to the equivalent amount in the presentation currency.
Compensation - Functional Currency	The metric is only available if you use the Multicurrency feature. This metric is the expected compensation for the project. Vision converts the compensation from the functional currency amount to the equivalent amount in the presentation currency.
Reimb Allow (or Reimb Allow - Project Currency)	This metric is the expected reimbursable expenses for the project. If you use the Multicurrency feature, Vision converts the compensation from the project currency amount to the equivalent amount in the presentation currency. The metric name in that case is Reimb Allow - Project Currency.
Reimb Allow - Billing Currency	The metric is only available if you use the Multicurrency feature. This metric is the expected reimbursable expenses for the project. Vision converts the reimbursable expenses from the billing currency amount to the equivalent amount in the presentation currency.
Reimb Allow - Functional Currency	The metric is only available if you use the Multicurrency feature. This metric is the expected reimbursable expenses for the project. Vision converts the reimbursable expenses from the functional currency amount to the equivalent amount in the presentation currency.
Consultant Fee (or Consultant Fee - Project Currency)	This metric is the expected consultant fees for the project. If you use the Multicurrency feature, Vision converts the consultant fees from the project currency amount to the equivalent amount in the presentation currency. The metric name in that case is Consultant Fee - Project Currency.
Consultant Fee - Billing Currency	The metric is only available if you use the Multicurrency feature. This metric is the expected consultant fees for the project. Vision converts the consultant fees from the billing currency amount to the equivalent amount in the presentation currency.
Consultant Fee - Functional Currency	The metric is only available if you use the Multicurrency feature. This metric is the expected consultant fees for the project. Vision converts the consultant fees from the functional currency amount to the equivalent amount in the presentation currency.
Billed-JTD	This metric is the amount billed for the job to date.
Billed-YTD	This metric is the amount billed for the year to date.
Unbilled-JTD	This metric is the amount earned but not yet billed for the job to date.
Unbilled-YTD	This metric is the amount earned but not yet billed for the year to date.
Contract Compensation	This metric is the compensation amount related to the contract.
Contract Consultant Fee	This metric is the expected amount of reimbursable consultant fees. This amount includes any markups on consultant professional services.
Contract Reimbursable Allowance	This metric is the reimbursable allowance amount related to the contract.
Contract Total Compensation	This metric is the sum of Contract Compensation, Contract Consultant Fee, and Contract Reimb Allowance amounts.
Contract Backlog	This metric is the sum of Contract Total Compensation – JTD Revenue.
Contract Compensation – Billing Currency	This metric is the compensation amount related to the contract, in the contract's billing currency.
Contract Consultant Fee – Billing Currency	This metric is the amount of billed reimbursable consultant fees, in the contract's billing currency.
Contract Reimb Allowance – Billing Currency	This metric is the expected amount of billed reimbursable expenses, in the contract's billing currency.
Contract Total Compensation – Billing Currency	This metric is the sum of Contract Compensation, Contract Consultant Fee, and Contract Reimb Allowance billing currency amounts.
Contract Backlog – Billing Currency	This metric is the sum of Contract Total Compensation in Billing Currency – JTD Revenue in Billing Currency.
Contract Compensation – Project Currency	This metric is the compensation amount related to the contract, in the contract's project currency.
Contract Consultant Fee – Project Currency	This metric is the expected amount of billed reimbursable consultant fees, in the contract's project currency.
Contract Reimb Allowance – Project Currency	This metric is the expected amount of billed reimbursable expenses, in the contract's functional currency.
Contract Total Compensation – Project Currency	This metric is the sum of Contract Compensation, Contract Consultant Fee, and Contract Reimb Allowance project currency amounts.
Contract Backlog – Project Currency	This metric is the sum of Contract Total Compensation in [WBS1] Currency – JTD Revenue.
Contract Compensation – Functional Currency	This metric is the compensation amount related to the contract, in the contract's functional currency.
Contract Consultant Fee – Functional Currency	This metric is the expected amount of billed reimbursable consultant fees, in the contract's functional currency.
Contract Reimb Allowance – Functional Currency	This metric is the expected amount of billed reimbursable expenses, in the contract's functional currency.
Contract Total Compensation – Functional Currency	This metric is the sum of Contract Compensation, Contract Consultant Fee, and Contract Reimb Allowance functional currency amounts.
Contract Backlog – Functional Currency	This metric is the sum of Contract Total Compensation in Functional Currency – JTD Revenue in Functional Currency.
A/R-JTD	This metric is the amount billed but not yet received for the job to date. This amount includes taxes.
A/R-Filtered	This metric is the amount of outstanding invoice balances that are over a specified number of days old. You set the number of days in Only include invoices over _ days old on the General tab of the Project Visualization Options dialog box.
Profit-JTD	This metric is the profit for the job to date. Vision calculates this amount as follows, based on cost rates: Revenue – Spent amount. This amount includes actual overhead, not estimated overhead. You can only display values for this metric if Full Access is selected in Labor Cost Rates/Amounts for your role on the Accounting tab of the Roles form.
Profit-YTD	This metric is the profit for the year to date. Vision calculates this amount as follows, based on cost rates: Revenue – Spent amount. This amount includes actual overhead, not estimated overhead. You can only display values for this metric if Full Access is selected in Labor Cost Rates/Amounts for your role on the Accounting tab of the Roles form.
Variance-JTD	This metric is the variance amount for the job to date. Vision calculates this amount as follows, based on billing rates: Revenue – Spent amount. This metric is only available if Reporting at billing rates is selected on the General tab of the Accounting System Settings form. You can only display values for this metric if Full Access is selected in Labor Cost Rates/Amounts for your role on the Accounting tab of the Roles form.
Variance-YTD	This metric is the variance amount for the year to date. Vision calculates this amount as follows, based on billing rates: Revenue – Spent amount. This metric is only available if Reporting at billing rates is selected on the General tab of the Accounting System Settings form. You can only display values for this metric if Full Access is selected in Labor Cost Rates/Amounts for your role on the Accounting tab of the Roles form.
Spent @ Cost-JTD	This metric is the total amount spent for the job to date, based on cost rates. You can only display values for this metric if Full Access is selected in Labor Cost Rates/Amounts for your role on the Accounting tab of the Roles form.
Spent @ Cost-YTD	This metric is the total amount spent for the year to date, based on cost rates. You can only display values for this metric if Full Access is selected in Labor Cost Rates/Amounts for your role on the Accounting tab of the Roles form.
Spent @ Billing-JTD	This metric is the total amount spent for the job to date, based on billing rates. This metric is only available if Reporting at billing rates is selected on the General tab of the Accounting System Settings form.
Spent @ Billing-YTD	This metric is the total amount spent for the year to date, based on billing rates. This metric is only available if Reporting at billing rates is selected on the General tab of the Accounting System Settings form.
Backlog (or Backlog - Project Currency)	This metric is the unearned monetary amount for work that is under contract. Vision calculates Backlog as follows: Total compensation – Job-to-date revenue Backlog is used as an indicator of a firm's business volume, which is usually expressed as the number of months of backlog. If you use the Multicurrency feature, Vision converts the backlog from the project currency amount to the equivalent amount in the presentation currency. The metric name in that case is Backlog - Project Currency.
Backlog - Billing Currency	The metric is only available if you use the Multicurrency feature. This metric is the unearned monetary amount for work that is under contract. Vision calculates Backlog as follows: Total compensation – Job-to-date revenue Backlog is used as an indicator of a firm's business volume, which is usually expressed as the number of months of backlog. Vision converts the backlog from the billing currency amount to the equivalent amount in the presentation currency.
Backlog - Functional Currency	The metric is only available if you use the Multicurrency feature. This metric is the unearned monetary amount for work that is under contract. Vision calculates Backlog as follows: Total compensation – Job-to-date revenue Backlog is used as an indicator of a firm's business volume, which is usually expressed as the number of months of backlog. Vision converts the backlog from the functional currency amount to the equivalent amount in the presentation currency.
Effective Multiplier-JTD	This column displays the effective multiplier for the job to date. The effective multiplier is the net revenue earned for each labor dollar expended. Vision calculates the effective multiplier as follows: Net revenue / Direct labor at cost rates
Effective Multiplier-YTD	This column displays the effective multiplier for the year to date. The effective multiplier is the net revenue earned for each labor dollar expended. Vision calculates the effective multiplier as follows: Net revenue / Direct labor at cost rates
Gross Margin-JTD	This metric is the gross margin for the job to date, calculated at cost rates. Vision calculates gross margin as follows: Total revenue - (Labor + Direct expenses + Reimbursable expenses)
Gross Margin-YTD	This metric is the gross margin for the year to date, calculated at cost rates. Vision calculates gross margin as follows: Total revenue - (Labor + Direct expenses + Reimbursable expenses)
Labor Direct Cost-JTD	This metric is the job-to-date amount of direct labor, calculated at cost rates.
Labor Direct Cost-YTD	This metric is the year-to-date amount of direct labor, calculated at cost rates.
Labor Direct Billing-JTD	This metric is the job-to-date amount of direct labor, calculated at billing rates.
Labor Direct Billing-YTD	This metric is the year-to-date amount of direct labor, calculated at billing rates.
Net Revenue @ Cost-JTD	This metric is the net revenue for the job to date, calculated at cost rates. Vision calculates net revenue as follows: Total revenue – (Non-labor direct expenses + Reimbursable expenses)
Net Revenue @ Cost-YTD	This metric is the net revenue for the year to date, calculated at cost rates. Vision calculates net revenue as follows: Total revenue – (Non-labor direct expenses + Reimbursable expenses)
Net Revenue @ Billing-JTD	This metric is the net revenue for the job to date, calculated at billing rates. Vision calculates net revenue as follows: Total revenue – (Non-labor direct expenses + Reimbursable expenses)
Net Revenue @ Billing-YTD	This metric is the net revenue for the job to date, calculated at billing rates. Vision calculates net revenue as follows: Total revenue – (Non-labor direct expenses + Reimbursable expenses)
Realization Ratio-JTD	This metric is the realization ratio for the job to date. The realization ratio is the net revenue earned for each labor dollar billed. Vision calculates the realization ratio as follows: Net revenue / Direct labor at billing rates
Realization Ratio-YTD	This metric is the realization ratio for the year to date. The realization ratio is the net revenue earned for each labor dollar billed. Vision calculates the realization ratio as follows: Net revenue / Direct labor at billing rates
Spent @ Cost Less OH-JTD	This metric is the total amount spent, less overhead, for the job to date, calculated at cost rates.
Spent @ Cost Less OH-YTD	This metric is the total amount spent, less overhead, for the year to date, calculated at cost rates.
Profit Less OH-JTD	This metric is the profit for the job to date, less overhead. Vision calculates this metric at cost rates: Revenue – Spent amount – Overhead
Profit Less OH-YTD	This metric is the profit for the year to date, less overhead. Vision calculates this metric at cost rates: Revenue – Spent amount – Overhead
Profit Percent-JTD	This metric is the profit percent for the job to date. Vision calculates the profit percent as follows: (Revenue – Spent amount) / Revenue Vision calculates profit at cost rates and includes overhead in the calculation.
Profit Percent-YTD	This metric is the profit percent for the year to date. Vision calculates the profit percent as follows: (Revenue – Spent amount) / Revenue Vision calculates profit at cost rates and includes overhead in the calculation.
Variance Percentage-JTD	This metric is the variance percent for the job to date. Vision calculates the variance percent as follows: (Revenue – Spent amount) / Revenue Vision calculates variance at billing rates.
Variance Percentage-YTD	This metric is the variance percent for the year to date. Vision calculates the variance percent as follows: (Revenue – Spent amount) / Revenue Vision calculates variance at billing rates.
Profit Less OH Percent-JTD	This metric is the profit percent for the job to date, less overhead. Vision calculates this metric as follows: (Revenue – Spent amount – Overhead) / Revenue Vision calculates profit at cost rates.
Profit Less OH Percent-YTD	This metric is the profit percent for the year to date, less overhead. Vision calculates the profit percent as follows: (Revenue – Spent amount – Overhead) / Revenue Vision calculates profit at cost rates.