Consultant Plan Summary Chart

Use the Consultant Plan Summary chart on the Consultants tab of the Projects form (in Planning mode) to view the consultants contract, planned, and job-to-date (JTD) amounts for the work breakdown structure (WBS) element that is selected in the grid. This summary can include contract amounts and the billing or cost amounts for direct and reimbursable consultants.

Contents

If you leave the Consultants Charts dialog box open, you can select other rows in the grid, and the chart updates automatically to reflect the currently selected row. The chart also updates automatically if you change data in the grid that affects the currently selected row.

You can hover over or tap a bar on the chart to see the underlying amount.

The amounts on this chart display at billing or cost, depending on the option you select in the upper-right corner of the form. Whether both options are available depends on the budget type selected for the project plan. If both Billing and Cost options are available, you can switch between them, and the chart's information will update accordingly. Billing or Cost displays as part of the chart title, so you know at a glance which you are viewing.

If your firm uses multiple currencies, the currency in use is indicated next to the Billing or Cost option. The project cost currency is always used when viewing projects and plans at cost. A configuration setting that your system administrator selects determines whether project cost currency or billing currency is used when you view projects and plans at billing.

Field	Description
Contract	Direct: This bar represents the direct consultant contract amount. Reimbursable: This bar represents the reimbursable consultant contract amount. If your firm uses multiple currencies, the contract amount may not change when you switch from viewing billing to viewing cost.
Planned	Direct: This bar displays the planned billing or cost amount for direct consultant accounts. Reimbursable: This bar displays the planned billing or cost amount for reimbursable consultant accounts.
JTD	JTD sums include posted transactions and committed purchase orders dated through today. Direct: This bar represents the sum of billing or cost charges to direct consultant accounts. Reimbursable: This bar represents the sum of billing or cost charges to reimbursable consultant accounts.