Update Overall Percent Completes Dialog Box

Use the Update Overall Percent Completes dialog box to update overall percent complete numbers for the selected projects.

Parent Topic: Screens

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Accounting > Project Review.
  2. On the Project Review toolbar, click Update % and then select Show Budget at Cost or Show Budget at Billing.

Contents

Billing Amounts Grid

Field Description
View Detail

On the grid, select the row that contains the project for which you want to view percent billed information, then click this option. Vision opens the Compensation and Percent Billed dialog box, with data for 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 the following fields:

  • Overall Pct Comp on the Accounting tab of the project's Info Center record, and

  • Overall % Cmplt in the project's Project Budget Worksheet.

When you save a change to this value, in any of these locations, Vision automatically updates the value in all the corresponding locations.

Labor % Complete

This column contains the same data as the following fields:

  • 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.

When you save a change to this value in any of these locations, Vision automatically updates the value in all the corresponding locations.

Expense % Complete

This column contains the same data as the following fields:

  • 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.

When you save a change to this value in any of these locations, Vision automatically updates the value in all the corresponding locations.

Compensation

This column contains the same data as the following fields:

  • Compensation on the Accounting tab of the project's Info Center record, and

  • Compensation on the Summary dialog boxes of the project's Project Budget Worksheet.

When you save a change to this value in any of these locations, Vision automatically updates the value in all the corresponding locations.

Consultant Fee

This column contains the same data as the following fields:

  • Consultant Fee on the Accounting tab of the project's Info Center record, and

  • Consultant Fee on the Summary dialog boxes of the project's Project Budget Worksheet.

When you save a change to this value in any of these locations, Vision automatically updates the value in all the corresponding locations.

Reimb Allowance

This column contains the same data as the following fields:

  • Reimb Allowance on the Accounting tab of the project's Info Center record, and

  • Reimb. allowances in the Summary dialog boxes of the project's Project Budget Worksheet.

When you save a change to this value in any of these locations, Vision automatically updates the value in all the corresponding locations.

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 and 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. This number is also the sum of the three preceding columns: Labor To Date, Expense To Date, and Consultant To Date.
Percent Used Vision populates this column with Total JTD Spent/Total Compensation.