Expense Plan Summary Chart

Use the Expense Plan Summary chart on the Expenses tab of the Projects form (in Planning mode) to view the expenses 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 expenses, reimbursable expenses, and indirect expenses.

Contents

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

If you leave the Expenses 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.

The following table lists the different expense types and amounts that may display on this chart. The values that actually display for a given project depend on what is currently in use for the project.

Field	Description
Contract	Direct: This bar represents the direct expense contract amount. Reimbursable: This bar represents the reimbursable expense contract amount. Indirect: This bar represents the indirect expense 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 represents the sum of the planned billing or cost amounts for direct expense types. Reimbursable: This bar represents the sum of the planned billing or cost amounts for reimbursable expense types. Indirect: This bar represents the sum of the planned billing or cost amounts for indirect expense types.
JTD	JTD sums include posted transactions and committed purchase orders dated through the current date. Direct: This bar represents the sum of billing or cost charges to direct expense types. Reimbursable: This bar represents the sum of billing or cost charges to reimbursable expense types. Indirect: This bar represents the sum of billing or cost charges to indirect expense types.