Expense Progress Chart

Use the Expense Progress chart to view the progress of the JTD and planned amounts for the expense types, through today, for the selected WBS level.

As you select different WBS elements on the Expenses planning grid, amounts on the Expense Progress chart automatically update. The chart also updates to reflect any edits that are made to the plan when the plan is saved.

You can hover over or tap a bar on the chart to see the respective amounts.

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 Expenses planning page includes a toggle button that allows you to switch the grid from displaying bill to cost amounts. If set to Cost, the Expenses 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 Expense Bill or Cost Amounts online help topic for more information.

Field	Description
Expense Type	The expense types that are assigned in the Expenses planning grid display. For projects with multiple Vision plans, the expense types are from the plans that are included in utilization.
Expense Progress	The JTD and Planned Balance bars display what percent of the total planned bill or cost amount is JTD and what percent of the planned bill or cost amount remains for each expense type. As indicated in the legend, the percentage of JTD and Planned amounts are color coded so that you can easily distinguish between the two.
For example, the Planned bill amount is $150,000 for the Professional Fees expense type. The JTD bill amount as of today is $22,500. JTD represents 15% of the planned amount [(22,500 / 150,000) * 100] which leaves 85% of the planned amount. In this case, 15% of the bar is black and 85% is blue. JTD: This is the sum of all expense-related charges on posted transactions and committed purchase orders through today, divided by the total planned bill or cost for the expense type. The result is then multiplied by 100. Planned Balance: This is the percent of planned bill or cost that remains after determining the JTD percent. 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 are no expense types, the chart displays No expense data. If there is JTD but no planned amount, the bar displays Nothing planned. If there is no JTD or Planned Balance but the Expense Type displays in the grid, the bar is gray and the bar displays No JTD or planned amount. Note: You can hover over each individual expense type's progress bar to view a summary of the expense type's amounts.

Field

Description

Expense Type

The expense types that are assigned in the Expenses planning grid display.

For projects with multiple Vision plans, the expense types are from the plans that are included in utilization.

Expense Progress

The JTD and Planned Balance bars display what percent of the total planned bill or cost amount is JTD and what percent of the planned bill or cost amount remains for each expense type. As indicated in the legend, the percentage of JTD and Planned amounts are color coded so that you can easily distinguish between the two.

For example, the Planned bill amount is $150,000 for the Professional Fees expense type. The JTD bill amount as of today is $22,500. JTD represents 15% of the planned amount [(22,500 / 150,000) * 100] which leaves 85% of the planned amount. In this case, 15% of the bar is black and 85% is blue.

JTD: This is the sum of all expense-related charges on posted transactions and committed purchase orders through today, divided by the total planned bill or cost for the expense type. The result is then multiplied by 100.
Planned Balance: This is the percent of planned bill or cost that remains after determining the JTD percent.

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 are no expense types, the chart displays No expense data.
If there is JTD but no planned amount, the bar displays Nothing planned.
If there is no JTD or Planned Balance but the Expense Type displays in the grid, the bar is gray and the bar displays No JTD or planned amount.

Note: You can hover over each individual expense type's progress bar to view a summary of the expense type's amounts.

Expense Progress Chart

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