Spread Variance Form

Use the Spread Variance Form to set up how a plan's unused numbers will be spread forward across assignment rows.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Planning > Spread Variance.

Contents

Field Description
Saved Options Select this option to display or organize your saved options.
Select Specific Plans Use the Plan Lookup to select the specific plan or plans to which to apply the Spread Variance feature. This lookup only displays plans for which your role has "update" rights assigned in Configuration > Security.
Adjust Labor Select this option to spread variances on the Labor grid.
Adjust Expenses Select this option to spread variances on the Expenses grid.
Adjust Consultants Select this option to spread variances on the Consultants grid.
ETC and JTD Date Basis

Select one of the following Estimate to Complete and Job to Date basis options:

  • Today's Date — The Estimate to Complete and Job to Date hours and cost amounts are calculated based on the current date.

  • Period End Date — The Estimate to Complete and Job to Date hours and cost amounts are calculated based on the last day of your firm's current accounting period.

  • Specific Date — The Estimate to Complete and Job to Date hours and cost amounts are calculated based on a date you enter here. You can type the date or click on the calendar icon and scroll to select the date. Vision defaults to today's date.

Force planned to match actuals, but do not spread variance

Select this option to make the revised plan numbers match the plan's actuals without spreading the variance between planned and actuals. The following constraints apply:

  • For periods before the Estimate to Complete and Job to Date date, the revised planned numbers = Job to Date.

  • For period containing the Estimate to Complete and Job to Date date, the revised planned numbers = Job to Date + Estimate to Complete.

  • For periods after the Estimate to Complete and Job to Date date, the revised planned numbers = Estimate to Complete.