If your firm uses Vision Planning, use the Budget tab to select the source of the project budget data for the Project Progress report.
Contents
| Field | Description |
|---|
| Budget Source
|
Select the source of the budget data for the report:
-
Project Budgeting
-
Project Planning Budget
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Project Baseline Budget
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| Identify Projects That Have Unpublished Changes
|
This field is enabled if you are using iAccess and the
Budget Source is set to
Project Planning Budget or
Project Baseline Budget. Select this option for Vision to identify any project that has an iAccess plan that has unpublished changes. When this criteria is met, a
Caution indicator displays next to the project number on the report body and in the report footer.
|
| Basis for Planning Calculations
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If you select
Project Planning Budget or
Project Baseline Budget as the source of the budget data for the report, select the date to be used in calculating estimate-to-complete (ETC) values:
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Today's Date — The estimate-to-complete hours and cost amounts are calculated based on the current date.
-
Period End Date — The estimate-to-complete hours and cost amounts are calculated based on the last day of your firm's current accounting period.
-
Specific Date — The estimate-to-complete hours and cost amounts are calculated based on a date you enter here. You can enter the date, or you can click
 and select the date.
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