Configuration and Project Review

Options in both Accounting Configuration and Security Configuration affect the data you are allowed to see in Project Review.

Accounting Configuration

By default, Vision calculates the amounts displayed on the Project Review form at cost rates.

Your system administrator uses the following options on the General Tab of Accounting System Settings to determine whether you can also see amounts calculated at billing rates or burdened rates:

  • Enable reporting at billing rates — If you use Vision Billing, you can review labor and expense amounts at billing rates instead of cost rates. When you look at billing rates, all labor and expense amounts are the amounts that will be billed to the client. With cost rates, you present the planned costs of a project including labor, direct and reimbursable expenses, and overhead. If this option is enabled, you can see amounts presented at billing rates on the Project Review form. If this option is not enabled, you cannot see billing rates.

  • Enable reporting at burdened rates — In Vision, it is possible to see project-related amounts presented using burdened rates, which effectively combine actual labor cost and overhead into a single detail line. If this option is enabled, you can see burdened and billed amounts on the Project Review form and the actual labor cost amounts include overhead. If this option is not enabled, you cannot see burdened rates.

  • Report amounts in billing currency, rather than project currency — If your firm uses the Multicurrency feature, your enterprise may decide to report project amounts in the billing currency, rather than the project currency. For example, select this option to make it easier to match invoice amounts to corresponding amounts on project reports. To see project amounts in the billing currency on the Project Review form, select this option and select Enable reporting at billing rates .

Security Configuration

Your system administrator uses the following options on the Accounting tab of Security Roles Configuration to control whether or not you (and other members of your security role) can access data in Project Review:

  • The Labor Cost Rates/Amounts option determines your access to labor cost rates and amounts.

  • The Labor Burden Rates/Amounts option controls your ability to see burdened rates (labor cost + overhead).

See your system administrator if you have questions about Configuration options.