Actual Values on Plans

To report actual values on the grids throughout Project Planning, you must map the plan and post data through the appropriate transaction posting mechanisms in the other Vision applications.

You can include actual values from unposted timesheet transactions in your plan. To do so, select the Show Unposted Actual Labor option on the General Tab of Project Planning. You can then see the labor hours that are reported but not yet posted on the Labor tab of Project Planning. When you include unposted labor hours, Vision uses provisional rates to calculate the corresponding labor cost and labor billed amounts. You establish provisional rates on the Accounting tab of the Employee Info Center.

Any unposted actuals on the Labor grid and summary values that are in part unposted display with a text color of dark teal on the right side of the grid.

Any unmatched actuals display with a text color of red. For example:

• If an employee charges to a project but the employee is not in the plan, the task row in that plan displays in red.
• If the posted actual data in the Labor Ledger table has more phases, tasks, and/or labor codes than in the plan, the task row in that plan displays in red (for example, a summary row that has mismatched detail rows).

Because Actual data is only computed when a plan is retrieved, if you change the plan's structure using Indent/Outdent, Insert Row, and/or Delete Row, the data will not update until you retrieve the plan again.

For mapped plans, Vision includes the following data on the Project Planning tabs:

Data	Where in Planning?	Source of the Data
Labor Hours	Job to Date Hours field on the Labor tab Job to Date Charging option on the Labor Planning Grid. You can click the "hour" amount to drill down to the Labor Detail report for a given employee	Timesheets entered and posted through Time & Expense or the Transaction Center
Labor Amounts	Job to Date Cost and Job to Date Bill fields on the Labor tab Job to Date Charging option on the Labor Planning Grid	Vision's posting mechanism multiplies the actual hours reported by the appropriate cost or billing rates.
Expense Amounts	Job to Date Cost and Job to Date Bill fields on the Expenses tab	Expenses entered and posted through Time & Expense or the Transaction Center
Consultant Amounts	Job to Date Cost and Job to Date Bill fields on the Consultants tab	Consultant expenses entered and posted through Time & Expense or the Transaction Center