Consultant Markup and Currency Fields

Fields on the upper right of the Consultant tab display markup and currency information. Currency is only relevant if you use the Vision Multicurrency feature. All chart and grid information displays in the selected currency.

Contents

These fields work with the Navigator Plan Settings to allow you identify when a project has markup on reimbursable consultants. When this is configured, a Cost/Bill toggle displays on the Navigator screen. At this point, all planned values will be entered at Cost (based on the contract amount with the consultant), and Navigator will calculate the bill amounts. The markups only apply to reimbursable consultants; direct consultants will be entered on the same screen, but the value will be the same at cost and billing. You can then toggle between cost and bill and the amounts in the grid and charts will change accordingly

Field	Description
Reimb. Consultant Billing Markup	This field displays the reimbursable consultant's rate method setting on the Plan Settings dialog box for Navigator plans and the Rates tab in Project Planning for Vision plans. If the project has multiple Vision plans that are in utilization, this field displays the value from the plan with the earliest creation date. When the Rate Method is set to one of the following options, the Reimb. Consultant Billing Markup displays the respective markup information: Multiplier Only = Multiplier Account Rate Table or Category Rate Table = Table None = No Markup
Currency	If your firm uses Vision Multicurrency, this field displays the currency code. All amounts included display in the indicated currency. The currency code is based on the Use Billing Currency not Project Currency option in Vision > Accounting > System Settings