Consultants Plan Summary Chart

Use the Consultant Plan Summary chart to view the direct consultant account and reimbursable consultant account contract, planned, and JTD amounts for the WBS element that is selected on the grid. You can hover over or tap a bar on the chart to see the amount.

Contents

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.

As you select different elements on the Consultants grid, amounts on the Summary chart update to reflect the data shown on the grid. The chart also updates to display edits to the plan when edits are saved.

Field	Description
Contract	Direct: This bar represents the sum of the consultant fee amounts for the selected WBS grid row. Reimbursable: This bar represents the amount shown in the Reimb. Consultant column on the Contract page.
Planned	Direct: This bar displays the planned bill or cost amount for direct consultant accounts for the selected WBS grid row. Reimbursable: This bar displays the planned bill or cost amount for reimbursable consultant accounts. For projects with multiple Vision plans, the bars display the amounts from the plans that are included in utilization.
JTD	Direct: This bar displays the sum of project bill or cost charges to direct consultant accounts on posted transactions and committed purchase orders dated through today for the selected WBS grid row. Reimbursable: This bar displays the sum of project bill or cost charges to reimbursable consultant accounts on posted transactions and committed purchase orders dated through today for the selected WBS grid row.