Consultant Progress Chart

Use the Consultant Progress chart to view the progress of the JTD and planned amounts for the consultants, either by consultant type or name, for the WBS level that is selected on the grid. You can hover over or tap a bar on the chart to see the amount.

If your firm uses Vision Multicurrency, the currency amounts display in the project's billing currency or project currency. The currency is based on the Use Billing Currency not Project Currency option in Vision > Accounting > System Settings.

Note: Under certain conditions, the Consultants planning page includes a toggle button that allows you to switch the grid from displaying bill to cost amounts. If set to Cost, the Consultants grid updates to display cost amounts for baseline, planned, JTD, and planned less JTD. The charts above the grid update to display cost amounts for planned and JTD. The chart titles also update to indicate Cost is selected. See the View Consultant Bill or Cost Amounts online help topic for more information.

Field	Description
Consultant Name or Type	The consultant name associated with any planned amount or JTD charges to direct consultant or reimbursable consultant accounts displays. The consultant type shows for any consultant account types that do not have an associated consultant name. The consultant types are grouped below the consultant names. For projects with multiple Vision plans, the consultant names and consultant types with planned amounts but no JTD charges are from the plans that are included in utilization.
Consultant Progress	This bar displays what percent of planned bill or cost the current JTD charges represent and what percent of the planned bill or cost amount remains. As indicated in the legend, the percentage of JTD and Planned amounts are color coded so that you can easily distinguish between the two. JTD: For the Consultant Name, this is the sum of all consultant-related charges on posted transactions and committed purchase orders through today divided by the total planned bill or cost for the consultant name with the result multiplied by 100. The same type of calculation is used for consultant types where no consultant name is assigned. Planned Balance: This is the percent of planned bill/cost that remains after determining the JTD percent. For projects with multiple Vision plans, the planned bill or cost amount is from the plans that are included in utilization. The amount displayed in this bar will typically equal 100%; however, there may be situations where the amount is either a negative number or is greater than 100%. If there is no planned amount, the bar displays Nothing Planned. Note: When you hover over or tap a bar on the chart, a summary of the consultant's information displays.

Field

Description

Consultant Name or Type

The consultant name associated with any planned amount or JTD charges to direct consultant or reimbursable consultant accounts displays. The consultant type shows for any consultant account types that do not have an associated consultant name. The consultant types are grouped below the consultant names.

For projects with multiple Vision plans, the consultant names and consultant types with planned amounts but no JTD charges are from the plans that are included in utilization.

Consultant Progress

This bar displays what percent of planned bill or cost the current JTD charges represent and what percent of the planned bill or cost amount remains. As indicated in the legend, the percentage of JTD and Planned amounts are color coded so that you can easily distinguish between the two.

JTD: For the Consultant Name, this is the sum of all consultant-related charges on posted transactions and committed purchase orders through today divided by the total planned bill or cost for the consultant name with the result multiplied by 100. The same type of calculation is used for consultant types where no consultant name is assigned.
Planned Balance: This is the percent of planned bill/cost that remains after determining the JTD percent. For projects with multiple Vision plans, the planned bill or cost amount is from the plans that are included in utilization.

The amount displayed in this bar will typically equal 100%; however, there may be situations where the amount is either a negative number or is greater than 100%. If there is no planned amount, the bar displays Nothing Planned.

Note: When you hover over or tap a bar on the chart, a summary of the consultant's information displays.

Consultant Progress Chart

Contents