The columns on the Consultants grid provide a summary of the consultant plan and JTD information.
Contents
The Baseline, JTD, Planned, and Planned Less JTD amounts default to displaying Billing amounts. However, a Billing/Cost toggle button displays on the Consultants page under the following circumstances:
- For Vision plans, the
Calculate Consultant Billing Amounts option is selected on the Rates tab of Project Planning, and the corresponding rate method is set to something other than
None. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
- For Navigator plans, the
Calculate Consultant Billing from Cost option is selected on the Rates tab of Project Planning and the corresponding rate method is set to something other than
None. If the project has multiple Vision plans that are included in utilization, the setting on the plan with the earliest creation date is used.
Use this button to toggle between cost and billing amounts on the baseline, planned, and JTD fields.
| Field | Description |
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| Level/Resource
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This field displays the name of the WBS element, as specified in the
.
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For Navigator plans, the WBS elements only display for those rows that are at or above the selected planning level for consultants as specified in Navigator Plan Settings.
For projects with Vision plans, WBS elements are shown for the highest planned level and above. For example, if the project has phases and tasks, and some consultants were planned at the phase level while others were planned at the task level, the Navigator Consultants grid displays all of these consultants under the phase row. The task row is not shown.
For projects with no plan, all of the project's WBS elements are shown.
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| Start Date/End Date
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These fields display the start and end dates for the consultant expense as defined on the Labor tab. If these dates are changed on the Labor tab, they will automatically update on the Consultants tab as well.
You cannot see consultants assigned to calendar periods within Navigator. Whenever a Navigator plan is saved, consultant amounts are spread evenly across the time period based on the WBS row's start and end dates.
If you are using the Resource Planning module and you need to see the time-phased consultant amounts for a Navigator plan, open the plan in Vision Project Planning.
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| Contract
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This field displays the sum of the selected WBS level's consultant fee as defined on the Budget & Revenue tab in
and planned bill amount for reimbursable consultant accounts.
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| Baseline
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This field displays baseline planned consultant amounts. This amount is summed to higher levels of the WBS.
If the project has multiple Vision plans that are included in utilization, Navigator sums the baseline amounts from the plans.
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| Planned
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This field displays the sum of the planned amounts for the consultants. If the WBS row's planned bill amount does not match the row's contract amount, a
 yellow flag displays in the corner of the field. Each WBS row amount is checked and a flag can display for any row.
If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
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| JTD
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This field displays the sum of the charges to Direct Consultant and Reimbursable Consultant accounts on all posted transactions and committed purchase orders through today. This amount is summed to higher levels of the WBS.
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| Planned Less JTD
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This field displays the difference between the planned amount and the JTD amount through today.
The amount is summed to higher levels of the WBS.
If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
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| Contract Balance
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This field displays the difference between the Contract and the JTD amount through today. If JTD is greater than Contract, the amount displays as negative and is red.
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