Project Review Overview

Use Project Review to see an overview of a project's numbers without running a report.

For example, you can use Project Review to compare actuals to budgeted figures. You can also update overall percent complete figures through Project Review. You decide which rates Vision uses to calculate the actual amounts displayed on the Project Review Form: cost, billing, or burdened rates.

If your firm uses the Vision Planning application, you can also decide whether you want to draw budgeted amounts from the budget worksheet in the Accounting application or a mapped plan in the Planning application

Related Topics:

  • Configuration and Project Review
    Options in both Accounting Configuration and Security Configuration affect the data you are allowed to see in Project Review.
  • How Vision Determines Accounts Receivable Aging
    The age of an invoice is the number of days between the invoice date and the aging date.
  • Dialog Boxes That Display When You Drill Down
    When you drill down on blue, underlined amounts on tabs on the Project Review form, Vision displays the corresponding dialog box of supporting detail.
  • Procedures
    When you review a project, you can drill down to detail or view supporting documents.
  • Screens
    In addition to the Project Review form, you work with various dialog boxes to view details for projects, such as accounts receivable or labor hours, and to update percent completes.
Parent Topic: Accounting Overview