Expenses Tab of Planning Grid Configuration Form

Use the settings on the Expenses tab to determine which columns and rows display by default on the Expenses tab of Project Planning.

Contents

Expense Columns

• To include a column on the Expenses tab, click the Show field. A check mark displays.

• To clear a column, click the check box again. The check mark no longer displays and the box is empty.

Field	Description
Expense Columns Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
WBS Level	Select this option to map the plan's WBS elements to existing records so that you will have the ability to report actual hours and amounts. If you decide to include this field on the Expenses tab, you must also select one or more of the following columns for inclusion: Project, Phase, Task, or Labor Code.
Project	Select this option to enter or display a project record's identifier. This field works with the WBS Level field to map to the Info Center and Accounting applications so that you can report actuals for the plan.
Phase	Select this option to enter or display a phase record's identifier. This field works with the WBS Level field to map to the Info Center and Accounting applications so that you can report actuals for the plan.
Task	Select this option to enter or display a task record's identifier. This field works with the WBS Level field to map to the Info Center and Accounting applications so that you can report actuals for the plan.
Account	Select this option to enter or display the expense account record's identifier. This field works with the WBS Level field to map to the Info Center and Accounting applications so that you can report actuals for the plan.
Vendor	Select this option to enter or display a vendor record's identifier.
Start	Select this option to enter or display a beginning date for the current WBS element.
Finish	Select this option to enter or display an end date for the current WBS element.
Planned Cost	Select this option to display the planned cost amount for the current WBS element.
Multiplier	Select this option to display the multiplier for the current WBS element.
Planned Bill	Select this option to display the planned billing amount for the current WBS element.
% Complete Cost	Select this option to enter or display a percent complete of the planned cost amount for the current WBS element.
% Complete Bill	Select this option to enter or display a percent complete of the planned billing amount for the current WBS element.
Job to Date Cost	Select this option to display the Job to Date actual cost for the current WBS element.
Job to Date Bill	Select this option to display the Job to Date billing amount for the current WBS element.
Estimate to Complete Cost	Select this option to display the Estimate to Complete cost amount for the current WBS element.
Estimate to Complete Bill	Select this option to display the Estimate to Complete billing amount for the current WBS element.
Estimate at Completion Cost	Select this option to display the Estimate at Completion cost amount for the current WBS element.
Estimate at Completion Bill	Select this option to display the Estimate at Completion billing amount for the current WBS element.
Plan - Estimate at Completion Cost	Select this option to display the variance between the planned cost amount and the Estimate at Completion cost amount for the current WBS element.
Plan - Estimate at Completion Bill	Select this option to display the variance between the planned billing amount and the Estimate at Completion billing amount for the current WBS element.
Baseline Cost	Select this option to display the cost estimated for the current WBS element at the time the baseline version was saved.
Baseline Bill	Select this option to display the billing amount estimated for the current WBS element at the time the baseline version was saved.
Planned Revenue	Select this option to display the planned revenue amount estimated for the current WBS element.

Expense Rows

• To include a row on the accordion calendar grid, click the Show field. A check mark displays. You may select 1, 2, or 3 rows.

• To clear a row, click the check box again. The check mark no longer displays and the box is empty.

Field	Description
Expense Rows Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Baseline Cost	Select this option to display the baseline cost, by line item.
Planned Cost	Select this option to display the forecast cost, by line item.
Actual Cost	Select this option to display the actual cost reported in Accounting.
Baseline Bill	Select this option to display the baseline billing amount, by line item.
Planned Bill	Select this option to display the forecast billing amount, by line item.
Actual Bill	Select this option to display the actual billing amounts reported in Accounting.
Revenue	Select this option to display the actual revenue reported.