Cost Analysis Tab of Project Planning

This tab displays if the Budget Type is set to Cost or Cost and Billing on the Rates tab of Project Planning. The data for some of these fields is populated based on entries in other areas of the Vision application. Other fields populate with data that is based on calculations that Vision performs on entries on this tab.

Field	Description
Currency	If your firm uses the Multicurrency feature, this field displays the currency that your company selected from the list of enabled currencies.
Fee Analysis at Cost Rates	The columns in this section provide an overview of the Contract/Fee, Planned, and Profit/(Loss) amounts for your plan. Contract/Fee — The user- entered compensation or fee amounts. As you update or change these amounts, the planned and profit/loss amounts automatically recalculate. Planned — The planned amounts at cost that are pulled from different areas of Vision. Profit/(Loss) — The difference between the contract and planned amounts. You can read down each column to view the contract or planned amounts for the following categories: Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount. Any overhead or contingency percentages that are entered or updated are factored into these amounts. Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts. Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts. Total — Total of all compensation, direct consultant, and reimbursable allowance amounts. These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional). If the Compensation Values by Period option is selected on the General tab of Planning Configuration, you can use the Refresh Analysis Compensation option on the Actions toolbar menu to copy the Direct Labor, Direct Expense, Direct Consultant, Reimbursable Expense, and Reimbursable Consultant Fee amounts from the Labor tab to the Cost Analysis tab's corresponding fields.
Planning Analysis at Cost Columns	The columns in this section provide an overview of the Actual, Estimate to Complete, and Estimate at Complete amounts for your plan. Actual — These fields display the actual amounts that are pulled from different areas of Vision. Estimate to Complete — These fields display the amounts remaining to complete. The ETC is calculated based on the application, Vision or iAccess, in which the plan was created. See the How Planning Calculates ETC online help topic for additional information. Estimate at Complete — These fields display the sum of the Actual and Estimate to Complete amounts. You can read down each row to view the actual and estimate to complete amounts for the following categories: Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount. Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts. Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts. Total — Total of all compensation, direct consultant, and reimbursable allowance amounts. These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, the use of burden rates, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional).

Contract/Fee — The user- entered compensation or fee amounts. As you update or change these amounts, the planned and profit/loss amounts automatically recalculate.
Planned — The planned amounts at cost that are pulled from different areas of Vision.
Profit/(Loss) — The difference between the contract and planned amounts.

You can read down each column to view the contract or planned amounts for the following categories:

Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount. Any overhead or contingency percentages that are entered or updated are factored into these amounts.
Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts.
Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts.
Total — Total of all compensation, direct consultant, and reimbursable allowance amounts.

These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional).

If the Compensation Values by Period option is selected on the General tab of Planning Configuration, you can use the Refresh Analysis Compensation option on the Actions toolbar menu to copy the Direct Labor, Direct Expense, Direct Consultant, Reimbursable Expense, and Reimbursable Consultant Fee amounts from the Labor tab to the Cost Analysis tab's corresponding fields.

Planning Analysis at Cost Columns

The columns in this section provide an overview of the Actual, Estimate to Complete, and Estimate at Complete amounts for your plan.

Actual — These fields display the actual amounts that are pulled from different areas of Vision.
Estimate to Complete — These fields display the amounts remaining to complete. The ETC is calculated based on the application, Vision or iAccess, in which the plan was created. See the How Planning Calculates ETC online help topic for additional information.
Estimate at Complete — These fields display the sum of the Actual and Estimate to Complete amounts.

You can read down each row to view the actual and estimate to complete amounts for the following categories:

Compensation — The sum of all labor and direct expense amounts, which is added to the direct consultant amount.
Direct Consultants — The direct consultant fees that your company expects to receive for the project. This does not include reimbursable consultant amounts.
Reimbursable Allowance — The sum of reimbursable consultant and reimbursable expense amounts.
Total — Total of all compensation, direct consultant, and reimbursable allowance amounts.

These amounts are pulled from different areas within Vision. The columns that display depend on the project's budget source, the use of burden rates, your access rights to cost rates in Vision Security, and the project's charge type (Regular, Overhead, or Promotional).

Job-to-Date Actual

Field	Description
Planned Multiplier	This field displays the planned multiplier for cost, which helps you evaluate how much revenue a plan will return per unit of labor cost. Vision calculates the multiplier as follows: (Planned Total Compensation - Planned Direct and Reimbursable Expenses) / Planned Labor Cost
Effective Multiplier	This field displays the effective multiplier for cost. Vision calculates the multiplier as follows: Net Revenue = Earned Revenue - (Direct Labor, Direct Expense, Direct consultant, Reimbursable Expense, and Reimbursable Consultant) Effective Multiplier = Net Revenue / Direct Labor
Planned Profit	This field displays the total planned profit as calculated in the Profit /(Loss) column. There are two methods for changing the planned profit amount: This field automatically recalculates if values in the Compensation, Direct Consultant, or Reimbursable Allowance fields change. You can enter the amount of planned profit directly in this field. This will automatically recalculate the Labor amount in the Compensation fields.
Planned Profit %	This field displays the percentage of planned profit, which is calculated as follows: (Planned Profit / Total) x 100 This field automatically recalculates if values in the Compensation, Direct Consultant, or Reimbursable Allowance fields change. You can enter the percentage of planned profit directly in this field. This will automatically recalculate the Labor amount in the Compensation fields.
Earned Revenue	This field displays the earned revenue, which is the actual Job-to-Date revenue that is associated with the current period.
Actual Cost	This field displays the actual Job-to-Date amount that was spent at billing that is associated with the period.
Actual Profit	This field displays the actual profit amount: Earned Revenue - Actual Cost This field does not display if the project's charge type is Overhead or Promotional.
Actual Profit %	This field displays the profit percent: Total Profit / Total Earned This field does not display if the project's charge type is Overhead or Promotional.
% Complete	This field displays the percent of the project that is complete. The % Complete Formula on the General tab of Project Planning determines how the values are calculated on the Cost Analysis tab. Calculation options include: User-Entered Percent Complete — This is the manual method of percent complete entry, and is good for planning at a minute level of detail. It helps you keep track of when each individual piece is complete. The calculation is: Weighted Average Amount for Labor, Expense, Consultant, and Unit divided by the Planned Amount for Labor, Expense, Consultant, and Unit. (Planned - Estimate to Complete)/Planned — This is the Plan Schedule based percent complete. It displays your progress according to your schedule on the job and ignores any actual time spent. The calculation is: Planned amount minus the Total amount for the Estimate to Complete (from the Analysis tab) divided by the Planned amount. Job to Date /(Job to Date + Estimate to Complete) — The Job to Date is the work effort based percent complete. It tells you how far along you are based on effort expended, how much of the work you have completed, and how much you should do in the future. The calculation is: Job to Date amount divided by (Job to Date amount plus the Estimate to Complete from the Analysis tab). (Baseline - Estimate to Complete)/Baseline — The baseline is the client schedule based percent complete that represents where the client thinks you are on the project. The Baseline is frozen as the original schedule and budget. You can modify this percent complete to compare to where you feel you really are on the job. The calculation is: (Total Baseline amount from the Summary tab minus the Estimate to Complete from the Summary tab or from the Total on the Analysis tab) divided by the Total Baseline.
% Expended Hour	This field displays the percent expended hours: Total Actual Hours / Total Planned Hours
% Expended $	This field displays the percent expended amount: Total Actual Dollars / Total Planned Dollars

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Cost Analysis Tab of Project Planning

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Job-to-Date Actual