Update Percent Completes Dialog Box

Use the Update Overall Percent Completes dialog box to review budget versus spent amounts, and then update the overall percentage completes and/or compensation/fee amounts. The extent to which you can modify the data depends upon your Project Budget security status.

Amounts are shown at the lowest level of the work breakdown structure (WBS). Displayed projects are limited to only those projects that have been selected. You can show budget amounts at cost or billing rates if the Enable reporting at billing rates option is selected on the General tab of Accounting Configuration.

If your firm uses Multicurrency, currency columns are based on project currency.

Location

To display this dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Consultant Accruals.
  2. Click the Update % button.

Contents

Field Description
View Detail With the Update Overall Percent Completes dialog box open, select the row that contains the project for which you wish to view percent billed information, then click this option. Vision opens the Compensation and Percent Billed dialog box, populated with data from the project that you selected.
Project This column displays the selected project's number.
Project Name This column displays the selected project's name.
Phase This column displays the project's phase's number.
Phase Name This column displays the project's phase's name.
Task This column displays the project's task's number.
Task Name This column displays the project's task's name.
Overall % Complete This column contains the same data as Overall Pct Comp on the Accounting tab of the project's Info Center record and Overall % Cmplt in the project's Project Budget Worksheet.
Labor % Complete This column contains the same data as Labor Pct Comp on the Accounting tab of the project's Info Center record and Lab % Cmplt on the Labor Cost/Burden or Labor Billing tab of the project's Project Budget Worksheet.
Expense % Complete This column contains the same data as Expense Pct Comp on the Accounting tab of the project's Info Center record and Exp % Complt on the Expense Costs or Expense Billing tab of the project's Project Budget Worksheet.
Compensation This column contains the same data as Compensation on the Accounting tab of the project's Info Center record and on the Summary dialog boxes of the project's Project Budget Worksheet.
Consultant Fee This column contains the same data as Consultant Fee on the Accounting tab of the project's Info Center record and on the Summary dialog boxes of the project's Project Budget Worksheet.
Reimb Allowance This column contains the same data as Reimb Allowance on the Accounting tab of the project's Info Center record and Reimb. allowances on the Summary dialog boxes of the project's Project Budget Worksheet.
Total Compensation Vision populates this column with Compensation + Consultant Fee + Reimbursable Allowance.
Labor Budget This column contains the same data as does the total Amount on the Labor Cost/Burden tab in the project's Project Budget Worksheet.
Expense Budget This column contains the sum of all budgeted non-Consultant expenses on the Expense Costs tab of the project's Project Budget Worksheet.
Consultant Budget This column contains the sum of all budgeted Consultant expenses on the Expense Costs tab of the project's Project Budget Worksheet.
Labor To Date This column contains total JTD Spent on the Labor Cost/Burden tab in the project's Project Budget Worksheet. This number reflects total labor costs posted to the project.
Expense To Date This column contains the sum of non-Consultant JTD Spent on the Expense Costs tab of the project's Project Budget Worksheet. This number reflects total expense costs, other than consultant fees, posted to the project.
Consultant To Date This column contains the sum of Consultant JTD Spent on the Expense Costs tab of the project's Project Budget Worksheet. This number reflects total consultant fee costs posted to the project.
Total Spent This column contains Total JTD Spent on the Expense Costs tab in the project's Project Budget Worksheet.
Percent Used Vision populates this column with Total JTD Spent/Total Compensation.