You can display any of the following columns in the right section of the grid in Billing view. Click
next to the upper-right corner of the grid to select the columns you want.
Field | Description |
Account
|
This column displays the
account number that is associated with the
consultant type.
|
Baseline Billing
|
This column displays the planned billing amount that was saved as the baseline for the
consultant type and WBS element.
You can have only one baseline version for any plan. Any changes you make to the existing baseline will overwrite the previous baseline data. After a baseline exists, you can only change the baseline if your role has appropriate access rights.
|
Calculated % Complete Billing
|
This column displays the percent complete for the WBS element or
consultant type, at billing, as of the
JTD date: (JTD
consultants billing amount /
EAC
consultants billing amount) x 100.
|
Consultant Name
|
Use this column to select or display a
consultant for the
consultant type assignment.
If necessary, you can later select a different
consultant if there is no assigned
JTD amount or baseline amount for the
consultant row. If there is assigned
JTD or baseline for the
consultant row, you can select a different
consultant only if there is also a planned amount. In that case, a new assignment row is created, and you can choose to move the planned amount to that row. The
JTD amount or baseline amount remains with the original assignment row.
|
Contract
|
For a
project with the Regular charge type, this column displays the sum of the reimbursable and direct
consultants contract amounts, at billing, for the WBS element.
|
Contract Less
EAC Billing
|
This column displays the variance between the contract amount and the
estimate-at-completion (EAC)
consultants amount for the WBS element, at billing, as of the
JTD date. Negative amounts display in red.
Calculation:
Consultants contract amount -
EAC
consultants amount.
|
Contract Less
JTD Billing
|
This column displays the variance between the contract amount and the
JTD
consultants amount, at billing, for the WBS element as of the
JTD date. Negative amounts display in red.
Calculation:
Consultants contract amount -
JTD
consultants amount.
|
EAC Billing
|
This column displays the sum of the
JTD
consultants amount and the
estimate-to-complete (ETC)
consultants amount for the WBS element, at billing.
Calculation:
JTD
consultants amount as of the
JTD date +
ETC
consultants amount from the day after the
JTD date forward.
|
ETC Billing
|
This column displays the
ETC
consultants amount, at billing, for the WBS element. This is the planned
consultants amount required from the day after the
JTD date through the end of the plan to complete the
project,
phase, or
task.
Calculation: If planned
consultants -
JTD
consultants is greater than 0, then
ETC billing = Planned
consultants -
JTD
consultants. If planned
consultants -
JTD
consultants is less than or equal to 0, then
ETC billing = 0.
|
JTD Billing
|
This column displays the
JTD
consultants amount, at billing, for the WBS element as of the
JTD date.
Calculation: Sum of
consultant charges for all posted transactions and committed purchase orders.
A red arrow displays in the column to notify you when the WBS row's
JTD billing amount exceeds the planned billing amount for the WBS element. Each WBS amount is checked, and an arrow can display for any row.
|
Notes
|
Click
in this column to enter notes related to the WBS element.
Be aware that a note is attached to the WBS element, not to the plan. If you save the baseline, the current version of the note is not saved as part of the baseline. If you publish the plan, the current version of the note is not part of the published plan. If you revert plan changes, changes you made to a note are not reverted.
The plan notes are also displayed in an info bubble, along with other information for a WBS element, when you click on the WBS element in any of the planning grids in the
Projects hub or in Resource Management.
This option is not available for
consultant type rows.
|
Plan Start
|
For a WBS row, this column displays the plan start date for the WBS element. You can enter or select the date. When you enter this plan date, the corresponding plan date on the Labor and Expenses tabs is updated also.
If you change this date and the WBS element has no planned labor hours, a message displays asking if you want to move the plan end date also to preserve the same number of days between the two dates.
If you change this date and the WBS element has planned labor hours, the Reschedule Plan Dates dialog box displays so you can specify how you want the hours distributed when the plan is rescheduled.
If you select a date that is earlier than the plan start date for any higher-level WBS elements in the same branch, those plan start dates are adjusted accordingly. If you select a date that is later than either the plan start dates for any lower-level WBS elements or any labor resource assignment start dates in the same branch, those start dates are adjusted accordingly.
|
Plan End
|
For a WBS row, this column displays the plan end date for the WBS element. You can enter or select the date. When you enter this plan date, the corresponding plan date on the Labor and Expenses tabs is updated also.
If you change this date and the WBS element has planned labor hours, the Reschedule Plan Dates dialog box displays so you can specify how you want the hours distributed when the plan is rescheduled.
If you select a date that is later than the plan end date for any higher-level WBS elements in the same branch, those plan end dates are adjusted accordingly. If you select a date that is earlier than either the plan end dates for any lower-level WBS elements or any labor resource assignment end dates in the same branch, those end dates are adjusted accordingly.
|
Planned Billing
|
For a WBS row, this column displays the sum of all planned
consultants amounts, at billing, for the
consultant types assigned to that WBS element.
For a
consultant type row, this column displays the planned
consultant amount, at billing, for that
consultant type assignment for the WBS element.
In most cases, you cannot enter an amount in this field. Instead, you can enter or change a planned cost amount in
Planned Cost, and the amount in this field changes accordingly. For direct
consultants, the cost and billing amounts will be the same. For reimbursable
consultants, the planned billing amount is calculated based on the cost amount and the reimbursable
consultant markup settings in the Plan Settings dialog box.
The one case in which you can enter an amount in this column is when no rate method is selected for reimbursable
consultants in the Plan Settings dialog box. In that case, the
Planned Cost column does not display, and you enter the planned amount in
Planned Billing.
A blue arrow displays in the column to notify you when the WBS row's planned billing amount does not match the contract amount for the WBS element. Each WBS amount is checked, and an arrow can display for any row.
|
Planned Cost
|
The
Planned Cost column is not available for selection in the Column Settings & Selections dialog box for the billing view. However, if you select the
Planned Billing column for display and the plan settings include markup settings for
consultants, the
Planned Cost column is automatically displayed also.
For a WBS row, this column displays the sum of all planned
consultants amounts, at cost, for the
consultant types assigned to that WBS element. For a
consultant type row, this column displays the planned
consultant amount, at cost, for that
consultant type assignment for the WBS element. You can enter or change the planned cost amount on WBS rows or on
consultant type rows.
You can enter amounts in this column for any WBS element at any level of the structure at or below the planning level for
consultants, if that element has at least one
consultant type assigned. When you do,
DPS allocates the amount to lower-level WBS elements and to the assigned
consultant types.
How the amount entered for a WBS element is allocated to
consultant types depends on whether or not amounts have already been entered for the affected assignments:
- If none of the affected
consultant type assignments currently has an amount, the amount is allocated equally to each
consultant type.
- If one or more of the affected
consultant type assignments currently has a planned cost amount, the amount you enter at a WBS level is allocated to each
consultant type assignment in proportion to its current planned cost amount.
Consultant type assignments that currently have no planned cost amount receive no allocation.
The planned amount for a consultant type is stored as a lump sum for the plan date range of the parent WBS element. Unlike labor, planned consultant type amounts are not allocated to individual days in the date range.
|
Planned Less
EAC Billing
|
For a WBS row, this column displays the difference between the total planned
consultants amount, at billing, for that WBS element and the
EAC
consultants amount, at billing, for the WBS element as of the
JTD date.
For a
consultant type row, this column displays the difference between the planned
consultants amount, at billing, for that
consultant type assignment for the WBS element and the
EAC amount, at billing, for that
consultant type assignment for the WBS element as of the
JTD date.
|
Planned Less
JTD Billing
|
For a WBS row, this column displays the difference between the total planned
consultants amount, at billing, for that WBS element and the
JTD
consultants amount, at billing, charged to the WBS element as of the
JTD date.
For a resource row, this column displays the difference between the planned
consultants amount, at billing, for that
consultant type assignment for the WBS element and the
JTD
consultants amount, at billing, charged to the WBS element for that
consultant type assignment as of the
JTD date.
|
Type
|
This column displays the
account type that is associated with the
consultant type: direct or reimbursable.
|