Expense Plan Summary Chart

Use the Expense Plan Summary chart to view the expense account contract, planned, and job-to-date (JTD) amounts for the WBS element that is selected on the grid.

Chart Contents

The current project's charge type determines the account (expense) types that can be planned for the project.

As you select different WBS elements on the Expenses grid, amounts on the Summary chart update to reflect the data from the grid. When you save the plan, the chart also updates to reflect any edits that are made to the plan.

You can hover over or tap a bar on the chart to see the respective 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 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
Contract	Directs: This bar represents the sum of the planned bill amount for direct account types. Reimbursable: This bar represents the sum of the planned bill amount for reimbursable account types. Indirect: This bar represents the sum of the planned bill amount for indirect account types.
Planned	Directs: This bar represents the sum of the planned bill or cost amount for direct account types. Reimbursable: This bar represents the sum of the planned bill or cost amount for reimbursable account types. Indirect: This bar represents the sum of the planned bill amount for indirect account types.
JTD	Directs: This bar represents the sum of bill or cost charges to direct account types. This sum is for posted transactions and committed purchase orders dated through today. Reimbursable: This bar represents the sum of bill or cost charges to reimbursable account types. This sum is for posted transactions and committed purchase orders dated through today. Indirect: This bar represents the sum of bill or cost charges to indirect account types through today.