Project Earnings Columns Tab

Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.

Find and Find Next Options

The Project Earnings report offers a long list of columns you can select. Use the Search and Search Next grid options to help locate the columns you want.

Multicurrency

If you use the Multicurrency feature and you have selected the Use billing currency not Project currency option on the General Tab of the Accounting System Settings form, some columns appear twice in the grid on this tab. The first instance is the standard column, and the second is the same value in the billing currency.

If you set the Report Cost in option to Project's Functional Currency on the General tab, Vision removes from this tab all columns specific to billing rates.

Balance Columns

For the Balance... columns, Vision uses the following calculation:

(Budgeted hours or Budgeted amount) – (Job-to-date hours or Job-to-date amount)

Estimate to Complete (ETC) Columns

The ETC (estimate to complete) columns show the estimates of the total additional hours/money, beyond that worked or spent to date, that will be required to complete the work.

Estimate at Completion (EAC) Columns

The estimate at completion (EAC) columns show the estimate of the total hours that will have been worked, or the total monetary amount that will have been spent, at the completion of the project.

Profit and Variance Columns

Vision calculates the profit or variance amount as follows:

Revenue – Spent amount

When you generate the report at cost rates, the result is called Profit. When you generate the report at billing rates, the result is called Variance.

Profit Percent and Variance Percent Columns

Vision calculates the profit percent or variance percentage as follows:

Profit / Revenue

When you generate the report at cost rates, the result is called Profit Percent. When you generate the report at billing rates, the result is called Variance Percent.

Net Revenue Columns

Vision calculates net revenue as follows:

Total revenue – (Non-labor direct expenses + Reimbursable expenses)

Gross Margin Columns

Vision calculates gross margin as follows:

Total revenue - (Labor + Direct expenses + Reimbursable expenses)

Effective Multiplier and Realization Ratio Columns

If you generate the report at billing rates, it displays the realization ratio. The realization ratio is the net revenue earned for each labor dollar billed. Vision calculates the realization ratio as follows:

Net Revenue / Direct labor at billing rates

If you generate the report at cost rates, it displays the effective multiplier. The effective multiplier is the net revenue earned for each labor dollar expended. Vision calculates the effective multiplier as follows:

Net Revenue / Direct labor at cost rates

Contents

Field Description
Charge Type

This column displays one of the following charge types for the project:

  • R — Regular: Regular projects are revenue-producing. Costs charged to regular projects include direct labor, direct expense, and reimbursable expense. Vision retains the detail for a regular project for the life of the project.

  • H — Overhead: Overhead projects are not revenue-producing. Costs charged to overhead projects include indirect labor and indirect expense. Vision distributes the total cost of these projects to regular projects during overhead allocation. Typical overhead projects can include General Overhead, Vacation, Sick Leave, Holiday, and Civic Duty. Vision resets job-to-date costs to zero for overhead projects when you initialize for a new fiscal year.

  • P — Promotional: Promotional projects track the cost to acquire a job. If you obtain the contract, you can create a new regular project and transfer the detail to it to be billed or tracked. A promotional project is similar to an overhead project. However, Vision does not zero out job-to-date costs at the start of each fiscal year for promotional projects.

Project Manager Name This column displays the name of the project manager.
Compensation

This column displays the monetary amount you expect to receive.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Contract Compensation This column displays the compensation amount related to the contract.
JTD Hours This column displays the total labor hours for the job to date. This total includes regular hours, standard overtime hours, and secondary overtime hours.
JTD Billed This column displays the amount billed for the job to date.
JTD Revenue This column displays the job-to-date revenue.
JTD Profit

This column displays the job-to-date profit. Vision calculates profit as follows:

Revenue – Amount spent

Project

This column displays the project number.

If you want to sort the report's data by project number, select one of the following sorting and grouping criteria on the Sorting/Grouping tab:

  • Project Number — This criterion is a combination of the project number and the full project name. If project names are long, text for a single item may wrap to a second line, making the report a more difficult to scan.

  • Project Number (Number Only) — This criterion is just the project number. If you have long project names, you can select this criterion instead of Project Number so the text does not wrap to a second line and make the report more difficult to read.

Phase This column displays the phase number.
Task This column displays the task number.
Name This column displays the name of the project, phase, or task.
Principal Name This column displays the name of the principal for the project, phase, or task.
Supervisor Name This column displays the name of the supervisor for the project, phase, or task.
Opportunity Name If the project was created from an opportunity, this column displays the name of that opportunity.
Fee Direct Labor

This column displays the monetary amount you expect to receive for direct labor.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Fee Direct Expense

This column displays the total monetary amount you expect to receive for direct expenses.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Fee Direct Consultant

This column displays the expected amount of direct consultant fees. This amount includes any markups on consultant professional services.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Reimbursable Allowance

This column displays the expected amount of billed reimbursable expenses.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Fee Reimbursable Expense

This column displays the expected amount of reimbursable expenses.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Fee Reimbursable Consultant

This column displays the expected amount of reimbursable consultant fees. This amount includes any markups on consultant professional services.

These amounts come from the Project Info Center. If At all levels of the WBS is selected under Project Fee Entering Method on the Accounting System Settings form (Configuration > Accounting > System Settings), these amounts are only displayed for the work breakdown structure level at which they were entered. If you use grouping options that are not part of the work breakdown structure, this column will be blank for those groups.

Total Compensation

This column displays the total compensation for the task, phase, or project. Vision calculates Total Compensation as follows:

Compensation + Fee Direct Consultant + Reimbursable Allowance

Contract Direct Labor This column displays the monetary amount you expect to receive for direct labor related to the contract.
Contract Direct Expense This column displays the monetary amount you expect to receive for direct expenses related to the contract.
Contract Direct Consultant This column displays the expected amount of direct consultant fees related to the contract. This amount includes any markups on consultant professional services.
Contract Reimbursable Allowance This column displays the reimbursable allowance amount related to the contract.
Contract Reimbursable Expense This column displays the expected amount of reimbursable expenses related to the contract.
Contract Reimbursable Consultant This column displays the expected amount of reimbursable consultant fees related to the contract. This amount includes any markups on consultant professional services.
Contract Total Compensation This column displays the sum of Contract Compensation, Contract Direct Consultant, and Contract Reimbursable Allowance amounts.
Contract Backlog This column displays the total of Contract Total CompensationJTD Revenue.
Current Hours This column displays the total labor hours for the current period. This total includes regular hours, standard overtime hours, and secondary overtime hours.
Current Regular Hours This column displays the regular hours for the current period.
Current Overtime Hours This column displays the standard overtime hours for the current period.
Current Secondary Ovt. Hours

This column displays the secondary overtime hours for the current period.

Secondary overtime is overtime that is paid at a different rate than standard overtime. If you pay separately for secondary overtime, you must record those hours separately on the timesheet. You set secondary overtime on the Accounting tab of the Employee Info Center.

Current Amount Cost This column displays the amount spent for the current period, calculated at cost rates. This amount includes both labor and expenses.
Current Amount Bill This column displays the amount spent in the current period, calculated at billing rates. This amount includes both labor and expenses.
Current Labor Amount Cost This column displays the amount spent on labor in the current period, calculated at cost rates. This amount includes the cost of regular hours, overtime hours, and secondary overtime hours.
Current Labor Amount Bill This column displays the amount spent on labor in the current period, calculated at billing rates. This amount includes the cost of regular hours, overtime hours, and secondary overtime hours.
Current Regular Labor Amount Cost This column displays the amount spent on regular labor hours in the current period, calculated at cost rates.
Current Regular Labor Amount Bill This column displays the amount spent on regular labor hours in the current period, calculated at billing rates.
Current Overtime Labor Amount Cost

This column displays the amount spent on standard overtime labor hours in the current period, calculated at cost rates.

Vision calculates overtime amounts for hourly employees differently than it does for salaried employees:

  • For hourly employees, Vision calculates Overtime Amount as follows:

Overtime Hours * Hourly labor cost rate * Overtime percentage

  • For salaried employees, Vision calculates Overtime Amount as follows:

Overtime Hours * Annualized hourly rate * Overtime percentage

Vision calculates the annualized hourly rate as follows: Annual salary / (Hours per week * 52)

Current Overtime Labor Amount Bill

This column displays the amount spent on standard overtime labor hours in the current period, calculated at billing rates.

Vision calculates overtime amounts for hourly employees differently than it does for salaried employees:

  • For hourly employees, Vision calculates Overtime Amount as follows:

Overtime Hours * Hourly labor bill rate * Overtime percentage

  • For salaried employees, Vision calculates Overtime Amount as follows:

Overtime Hours * Annualized hourly rate * Overtime percentage

Vision calculates the annualized hourly rate as follows: Annual salary / (Hours per week * 52)

Current Secondary Ovt. Labor Amount Cost

This column displays the amount spent on secondary overtime labor hours in the current period, calculated at cost rates.

Secondary overtime is overtime that is paid at a different rate than standard overtime. If you pay separately for secondary overtime, you must record those hours separately on the timesheet. You set secondary overtime on the Accounting tab of the Employee Info Center.

Current Overhead Amount Cost

This column displays the overhead amount for the current period, calculated at cost rates.

If you generate a report showing overhead, but you have not yet allocated overhead for the current period, Vision uses an estimated overhead amount.

Current Expense Amount Cost This column displays the total amount of expenses for the current period, calculated at cost rates.
Current Expense Amount Bill This column displays the total amount of expenses for the current period, calculated at billing rates.
Current Reimbursable Amount Cost This column displays the amount of reimbursable expenses for the current period, calculated at cost rates.
Current Reimbursable Amount Bill This column displays the amount of reimbursable expenses for the current period, calculated at billing rates.
Current Reimb. Cons. Amount Cost This column displays the amount of reimbursable consultant expenses for the current period, calculated at cost rates.
Current Reimb. Cons. Amount Bill This column displays the amount of reimbursable consultant expenses for the current period, calculated at billing rates.
Current Direct Amount Cost This column displays the amount of direct expenses for the current period, calculated at cost rates.
Current Direct Amount Bill This column displays the amount of direct expenses for the current period, calculated at billing rates.
Current Dir. Cons. Amount Cost This column displays the amount of direct consultant expenses for the current period, calculated at cost rates.
Current Dir. Cons. Amount Bill This column displays the amount of direct consultant expenses for the current period, calculated at billing rates.
Current Ind. Amount Cost This column displays the amount of indirect expenses for the current period, calculated at cost rates.
Current Ind. Amount Bill This column displays the amount of indirect expenses for the current period, calculated at billing rates.
Current Other Exp. Amt. Cost This column displays the amount of other expenses(expenses charged to accounts with the Other Charges account type) for the current period, calculated at cost rates.
Current Other Exp. Amt. Bill This column displays the amount of other expenses(expenses charged to accounts with the Other Charges account type) for the current period, calculated at billing rates.
YTD Hours This column displays the total labor hours for the current year to date. This total includes regular hours, standard overtime hours, and secondary overtime hours.
YTD Regular Hours This column displays the year-to-date regular hours.
YTD Overtime Hours This column displays the year-to-date standard overtime hours.
YTD Secondary Ovt. Hours

This column displays the year-to-date secondary overtime hours.

Secondary overtime is overtime that is paid at a different rate than standard overtime. If you pay separately for secondary overtime, you must record those hours separately on the timesheet. You set secondary overtime on the Accounting tab of the Employee Info Center.

YTD Amount Cost This column displays the amount spent for the year to date, calculated at cost rates. This amount includes both labor and expenses.
YTD Amount Bill This column displays the amount spent for the year to date, calculated at billing rates. This amount includes both labor and expenses.
YTD Labor Amount Cost This column displays the amount spent on labor for the year to date, calculated at cost rates. This amount includes the cost of regular hours, overtime hours, and secondary overtime hours.
YTD Labor Amount Bill This column displays the amount spent on labor for the year to date, calculated at billing rates. This amount includes regular hours, overtime hours, and secondary overtime hours.
YTD Regular Labor Amount Cost This column displays the amount spent on regular labor hours for the year to date, calculated at cost rates.
YTD Regular Labor Amount Bill This column displays the amount spent on regular labor hours for the year to date, calculated at cost rates.
YTD Overtime Labor Amount Cost

This column displays the amount spent on standard overtime labor hours for the year to date, calculated at cost rates.

Vision calculates overtime amounts for hourly employees differently than it does for salaried employees:

  • For hourly employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Hourly labor cost rate * Overtime percentage

  • For salaried employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Annualized hourly rate * Overtime percentage

Vision calculates the annualized hourly rate as follows: Annual salary / (Hours per week * 52)

YTD Overtime Labor Amount Bill

This column displays the amount spent on standard overtime labor hours for the year to date, calculated at billing rates.

Vision calculates overtime amounts for hourly employees differently than it does for salaried employees:

  • For hourly employees, Vision calculates Overtime Amount as follows:

Overtime Hours * Hourly labor bill rate * Overtime percentage

  • For salaried employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Annualized hourly rate * Overtime percentage

Vision calculates the annualized hourly rate as follows: Annual salary / (Hours per week * 52)

YTD Secondary Ovt. Labor Amount

This column displays the amount spent on secondary overtime labor hours for the year to date, calculated at cost rates.

Secondary overtime is overtime that is paid at a different rate than standard overtime. If you pay separately for secondary overtime, you must record those hours separately on the timesheet. You set secondary overtime on the Accounting tab of the Employee Info Center.

YTD Overhead Amount Cost

This column displays the overhead amount for the year to date, calculated at cost rates.

If you generate a report showing overhead, but you have not yet allocated overhead for the current period, Vision uses an estimated overhead amount.

YTD Expense Amount Cost This column displays the total amount of expenses for the year to date, calculated at cost rates.
YTD Expense Amount Bill This column displays the total amount of expenses for the year to date, calculated at billing rates.
YTD Reimbursable Amount Cost This column displays the amount of reimbursable expenses for the year to date, calculated at cost rates.
YTD Reimbursable Amount Bill This column displays the amount of reimbursable expenses for the year to date, calculated at billing rates.
YTD Reimb. Cons. Amount Cost This column displays the amount of reimbursable consultant expenses for the year to date, calculated at cost rates.
YTD Reimb. Cons. Amount Bill This column displays the amount of reimbursable consultant expenses for the year to date, calculated at billing rates.
YTD Direct Amount Cost This column displays the amount of direct expenses for the year to date, calculated at cost rates.
YTD Direct Amount Bill This column displays the amount of direct expenses for the year to date, calculated at billing rates.
YTD Dir. Cons. Amount Cost This column displays the amount of direct consultant expenses for the year to date, calculated at cost rates.
YTD Dir. Cons. Amount Bill This column displays the amount of direct consultant expenses for the year to date, calculated at billing rates.
YTD Indirect Amount Cost This column displays the amount of indirect expenses for the year to date, calculated at cost rates.
YTD Indirect Amount Bill This column displays the amount of indirect expenses for the year to date, calculated at billing rates.
YTD Other Exp. Amount Cost This column displays the amount of other expenses(expenses charged to accounts with the Other Charges account type) for the year to date, calculated at cost rates.
YTD Other Exp. Amount Bill This column displays the amount of other expenses(expenses charged to accounts with the Other Charges account type) for the year to date, calculated at billing rates.
JTD Regular Hours This column displays the job-to-date regular hours.
JTD Overtime Hours This column displays the job-to-date standard overtime hours.
JTD Secondary Ovt. Hours

This column displays the job-to-date secondary overtime hours.

Secondary overtime is overtime that is paid at a different rate than standard overtime. If you pay separately for secondary overtime, you must record those hours separately on the timesheet. You set secondary overtime on the Accounting tab of the Employee Info Center.

JTD Amount Cost This column displays the amount spent for the job to date, calculated at cost rates. This amount includes both labor and expenses.
JTD Amount Bill This column displays the amount spent for the job to date, calculated at billing rates. This amount includes both labor and expenses.
JTD Labor Amount Cost This column displays the amount spent on labor for the job to date, calculated at cost rates. This amount includes the cost of regular hours, overtime hours, and secondary overtime hours.
JTD Labor Amount Bill This column displays the amount spent on labor for the job to date, calculated at billing rates. This amount includes the cost of regular hours, overtime hours, and secondary overtime hours.
JTD Regular Labor Amount Cost This column displays the amount spent on regular labor hours for the job to date, calculated at cost rates.
JTD Regular Labor Amount Bill This column displays the amount spent on regular labor hours for the job to date, calculated at billing rates.
JTD Overtime Labor Amount Cost

This column displays the amount spent on standard overtime labor hours for the job to date, calculated at cost rates.

Vision calculates overtime amounts for hourly employees differently than it does for salaried employees:

  • For hourly employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Hourly labor cost rate * Overtime percentage

  • For salaried employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Annualized hourly rate * Overtime percentage

Vision calculates the annualized hourly rate as follows: Annual salary / (Hours per week * 52)

JTD Overtime Labor Amount Bill

This column displays the amount spent on standard overtime labor hours for the job to date, calculated at billing rates.

Vision calculates overtime amounts for hourly employees differently than it does for salaried employees:

  • For hourly employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Hourly labor bill rate * Overtime percentage

  • For salaried employees, Vision calculates Overtime Amount as follows:

    Overtime Hours * Annualized hourly rate * Overtime percentage

Vision calculates the annualized hourly rate as follows: Annual salary / (Hours per week * 52)

JTD Secondary Ovt. Labor Amount Cost

This column displays the amount spent on secondary overtime labor hours for the job to date, calculated at cost rates.

Secondary overtime is overtime that is paid at a different rate than standard overtime. If you pay separately for secondary overtime, you must record those hours separately on the timesheet. You set secondary overtime on the Accounting tab of the Employee Info Center.

JTD Overhead Amount Cost

This column displays the overhead amount for the job to date, calculated at cost rates.

If you generate a report showing overhead, but you have not yet allocated overhead for the current period, Vision uses an estimated overhead amount.

JTD Expense Amount Cost This column displays the total amount of expenses for the job to date, calculated at cost rates.
JTD Expense Amount Bill This column displays the total amount of expenses for the job to date, calculated at billing rates.
JTD Reimbursable Amount Cost This column displays the amount of reimbursable expenses for the job to date, calculated at cost rates.
JTD Reimbursable Amount Bill This column displays the amount of reimbursable expenses for the job to date, calculated at billing rates.
JTD Reimb. Cons. Amount Cost This column displays the amount of reimbursable consultant expenses for the job to date, calculated at cost rates.
JTD Reimb. Cons. Amount Bill This column displays the amount of reimbursable consultant expenses for the job to date, calculated at billing rates.
JTD Direct Amount Cost This column displays the amount of direct expenses for the job to date, calculated at cost rates.
JTD Direct Amount Bill This column displays the amount of direct expenses for the job to date, calculated at billing rates.
JTD Dir. Cons. Amount Cost This column displays the amount of direct consultant expenses for the job to date, calculated at cost rates.
JTD Dir. Cons. Amount Bill This column displays the amount of direct consultant expenses for the job to date, calculated at billing rates.
JTD Indirect Amount Cost This column displays the amount of indirect expenses for the job to date, calculated at cost rates.
JTD Indirect Amount Bill This column displays the amount of indirect expenses for the job to date, calculated at billing rates.
JTD Other Exp. Amount Cost This column displays the amount of other expenses(expenses charged to accounts with the Other Charges account type) for the job to date, calculated at cost rates.
JTD Other Exp. Amount Bill This column displays the amount of other expenses(expenses charged to accounts with the Other Charges account type) for the job to date, calculated at billing rates.
Budgeted Hours This column displays the budgeted hours.
Budgeted Amount Cost This column displays the budgeted amount, calculated at cost rates. This amount includes both labor and expense.
Budgeted Amount Bill This column displays the budgeted amount, calculated at billing rates. This amount includes both labor and expense.
Budgeted Labor Amount Cost This column displays the budgeted amount for labor, calculated at cost rates. This amount includes regular hours, overtime hours, and secondary overtime hours.
Budgeted Labor Amount Bill This column displays the budgeted amount for labor, calculated at billing rates. This amount includes regular hours, overtime hours, and secondary overtime hours.
Budgeted Overhead Amount Cost

This column displays the budgeted overhead amount, calculated at cost rates.

If you generate a report showing overhead, but you have not yet allocated overhead for the current period, Vision uses an estimated overhead amount.

Budgeted Expense Amount Cost This column displays the total budgeted amount for expenses, calculated at cost rates.
Budgeted Expense Amount Bill This column displays the total budgeted amount for expenses, calculated at billing rates.
Budgeted Reimbursable Amount Cost This column displays the total budgeted amount for reimbursable expenses, calculated at cost rates.
Budgeted Reimbursable Amount Bill This column displays the total budgeted amount for reimbursable expenses, calculated at billing rates.
Budgeted Reimb. Cons. Amount Cost This column displays the total budgeted amount for reimbursable consultant expenses, calculated at cost rates.
Budgeted Reimb. Cons. Amount Bill This column displays the total budgeted amount for reimbursable consultant expenses, calculated at billing rates.
Budgeted Direct Amount Cost This column displays the total budgeted amount for direct expenses, calculated at cost rates.
Budgeted Direct Amount Bill This column displays the total budgeted amount for direct expenses, calculated at billing rates.
Budgeted Dir. Cons. Amount Cost This column displays the total budgeted amount for direct consultant expenses, calculated at cost rates.
Budgeted Dir. Cons. Amount Bill This column displays the total budgeted amount for direct consultant expenses, calculated at billing rates.
Budgeted Indirect Amount Cost This column displays the total budgeted amount for indirect expenses, calculated at cost rates.
Budgeted Indirect Amount Bill This column displays the total budgeted amount for indirect expenses, calculated at billing rates.
Budgeted Other Exp. Amount Cost This column displays the total budgeted amount for other expenses (expenses charged to accounts with the Other Charges account type), calculated at cost rates.
Budgeted Other Exp. Amount Bill This column displays the total budgeted amount for other expenses(expenses charged to accounts with the Other Charges account type), calculated at billing rates.
Percent Budget Expended Cost

This column displays the percentage of the budget spent to date, calculated at cost rates:

JTD Amount Cost / Budgeted Amount Cost

Percent Budget Expended Bill

This column displays the percentage of the budget spent to date, calculated at billing rates:

JTD Amount Bill / Budgeted Amount Bill

Pct. Labor Budget Expended Cost

This column displays the percentage of the laborbudget spent to date, calculated at cost rates:

JTD Labor Amount Cost / Budgeted Labor Amount Cost

Pct. Labor Budget Expended Bill

This column displays the percentage of the labor budget spent to date, calculated at cost rates:

JTD Labor Amount Bill / Budgeted Labor Amount Bill

Pct. Overhead Budget Expended Cost This column displays the percentage of budgeted overhead spent to date, calculated at cost rates.
Pct. Expense Budget Expended Cost

This column displays the percentage of the expense budget spent to date, calculated at cost rates.

JTD Expense Amount Cost / Budgeted Expense Amount Cost

Pct. Expense Budget Expended Bill

This column displays the percentage of the expense budget spent to date, calculated at billing rates.

JTD Expense Amount Bill / Budgeted Expense Amount Bill

Pct. Reimbursable Budget Expended Cost

This column displays the percentage of the budgeted reimbursable expenses spent to date, calculated at cost rates.

JTD Reimbursable Amount Cost / Budgeted Reimbursable Amount Cost

Pct. Reimbursable Budget Expended Bill

This column displays the percentage of the budgeted reimbursable expenses spent to date, calculated at billing rates.

JTD Reimbursable Amount Bill / Budgeted Reimbursable Amount Bill

Pct. Reimb. Cons. Budget Expended Cost

This column displays the percentage of the budgeted reimbursable consultant expenses spent to date, calculated at cost rates.

JTD Reimb. Cons. Amount Cost / Budgeted Reimb. Cons. Amount Cost

Pct. Reimb. Cons. Budget Expended Bill

This column displays the percentage of the budgeted reimbursable consultant expenses spent to date, calculated at billing rates.

JTD Reimb. Cons. Amount Bill / Budgeted Reimb. Cons. Amount Bill

Pct. Direct Budget Expended Cost

This column displays the percentage of the budgeted direct expenses spent to date, calculated at cost rates.

JTD Direct Amount Cost / Budgeted Direct Amount Cost

Pct. Direct Budget Expended Bill

This column displays the percentage of the budgeted direct expenses spent to date, calculated at billing rates.

JTD Direct Amount Bill / Budgeted Direct Amount Bill

Pct. Dir. Cons. Budget Expended Cost

This column displays the percentage of the budgeted direct consultant expenses spent to date, calculated at cost rates.

JTD Dir. Cons. Amount Cost / Budgeted Dir. Cons. Amount Cost

Pct. Dir. Cons. Budget Expended Bill

This column displays the percentage of the budgeted direct consultant expenses spent to date, calculated at billing rates.

JTD Dir. Cons. Amount Bill / Budgeted Dir. Cons. Amount Bill

Pct. Indirect Budget Expended Cost

This column displays the percentage of the budgeted indirect expenses spent to date, calculated at cost rates.

JTD Indirect Amount Cost / Budgeted Indirect Amount Cost

Pct. Indirect Budget Expended Bill

This column displays the percentage of the budgeted indirect expenses spent to date, calculated at billing rates.

JTD Indirect Amount Bill / Budgeted Indirect Amount Bill

Pct. Other Exp. Budget Expended Cost

This column displays the percentage of the budgeted other expenses(expenses charged to accounts with the Other Charges account type) spent to date, calculated at cost rates.

JTD Other Exp. Amount Cost / Budgeted Other Exp. Amount Cost

Pct. Other Exp. Budget Expended Bill

This column displays the percentage of the budgeted other expenses(expenses charged to accounts with the Other Charges account type) spent to date, calculated at billing rates.

JTD Other Exp. Amount Bill / Budgeted Other Exp. Amount Bill

Percent Complete Reported Cost This column displays the overall percent complete based on cost amounts. Vision calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Percent Complete Reported Bill This column displays the overall percent complete based on billing amounts. Vision calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Labor Pct Comp. Reported Cost This column displays the percent complete for labor based on cost amounts. Vision calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Labor Pct Comp. Reported Bill This column displays the percent complete for labor based on billing amounts. Vision calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Exp Pct. Comp. Reported Cost This column displays the percent complete for expenses based on cost amounts. Vision calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Exp Pct. Comp. Reported Bill This column displays the percent complete for expenses based on billing amounts. Vision calculates this percentage based on your selection of budget source on the Budget tab of the Options dialog box and, if you select one of the planning budget sources, the percent complete formula specified for each of the project plans.
Balance Hours This column displays the budgeted labor hours that have not been spent.
Balance Amount Cost This column displays the budgeted amount that has not been spent, calculated at cost rates. This amount includes both labor and expenses.
Balance Amount Bill This column displays the budgeted amount that has not been spent, calculated at billing rates. This amount includes both labor and expenses.
Balance Labor Amount Cost This column displays the budgeted labor amount that has not been spent, calculated at cost rates.
Balance Labor Amount Bill This column displays the budgeted labor amount that has not been spent, calculated at billing rates.
Balance Overhead Amount Cost This column displays the budgeted overhead amount that has not been spent, calculated at cost rates.
Balance Expense Amount Cost This column displays the budgeted expense amount that has not been spent, calculated at cost rates.
Balance Expense Amount Bill This column displays the budgeted expense amount that has not been spent, calculated at billing rates.
Balance Reimbursable Amount Cost This column displays the budgeted amount for reimbursable expenses that has not been spent, calculated at cost rates.
Balance Reimbursable Amount Bill This column displays the budgeted amount for reimbursable expenses that has not been spent, calculated at billing rates.
Balance Reimb. Cons. Amount Cost This column displays the budgeted amount for reimbursable consultant expenses that has not been spent, calculated at cost rates.
Balance Reimb. Cons. Amount Bill This column displays the budgeted amount for reimbursable consultant expenses that has not been spent, calculated at billing rates.
Balance Direct Amount Cost This column displays the budgeted amount for direct expenses that has not been spent, calculated at cost rates.
Balance Direct Amount Bill This column displays the budgeted amount for direct expenses that has not been spent, calculated at billing rates.
Balance Dir. Cons. Amount Cost This column displays the budgeted amount for direct consultant expenses that has not been spent, calculated at cost rates.
Balance Dir. Cons. Amount Bill This column displays the budgeted amount for direct consultant expenses that has not been spent, calculated at billing rates.
Balance Indirect Amount Cost This column displays the budgeted amount for indirect expenses that has not been spent, calculated at cost rates.
Balance Indirect Amount Bill This column displays the budgeted amount for indirect expenses that has not been spent, calculated at billing rates.
Balance Other Exp. Amount Cost This column displays the budgeted amount for other expenses(expenses charged to accounts with the Other Charges account type) that has not been spent, calculated at cost rates.
Balance Other Exp. Amount Bill This column displays the budgeted amount for other expenses(expenses charged to accounts with the Other Charges account type) that has not been spent, calculated at billing rates.
ETC Hours This column displays the estimate to complete hours. The estimate to complete hours are the estimated additional labor hours required to complete the work.
ETC Amount Cost This column displays the estimate to complete amount. The estimate to complete amount is the estimated additional monetary amount that is required to complete the work. This amount includes both labor and expenses and is calculated at cost rates.
ETC Amount Bill This column displays the estimate to complete amount. The estimate to complete amount is the estimated additional monetary amount that is required to complete the work. This amount includes both labor and expenses and is calculated at billing rates.
ETC Labor Amount Cost This column displays the estimate to complete labor amount, calculated at cost rates. The estimate to complete labor amount is the estimated additional monetary amount for labor that is required to complete the work.
ETC Labor Amount Bill This column displays the estimate to complete labor amount, calculated at billing rates. The estimate to complete labor amount is the estimated additional monetary amount for labor that is required to complete the work.
ETC Overhead Amount Cost This column displays the estimate to complete overhead amount, calculated at cost rates. The estimate to complete overhead amount is the estimated additional monetary amount for overhead that is required to complete the work.
ETC Expense Amount Cost This column displays the estimate to complete amount for expenses, calculated at cost rates. The estimate to complete expense amount is the estimated additional monetary amount for expenses that is required to complete the work.
ETC Expense Amount Bill This column displays the estimate to complete amount for expenses, calculated at billing rates. The estimate to complete expense amount is the estimated additional monetary amount for expenses that is required to complete the work.
ETC Reimbursable Amount Cost This column displays the estimate to complete amount for reimbursable expenses, calculated at cost rates. This amount is the estimated additional monetary amount for reimbursable expenses that is required to complete the work.
ETC Reimbursable Amount Bill This column displays the estimate to complete amount for reimbursable expenses, calculated at billing rates. This amount is the estimated additional monetary amount for reimbursable expenses that is required to complete the work.
ETC Reimb. Cons. Amount Cost This column displays the estimate to complete amount for reimbursable consultant expenses, calculated at cost rates. This amount is the estimated additional monetary amount for reimbursable consultant expenses that is required to complete the work.
ETC Reimb. Cons. Amount Bill This column displays the estimate to complete amount for reimbursable consultant expenses, calculated at billing rates. This amount is the estimated additional monetary amount for reimbursable consultant expenses that is required to complete the work.
ETC Direct Amount Cost This column displays the estimate to complete amount for direct expenses, calculated at cost rates. This amount is the estimated additional monetary amount for direct expenses that is required to complete the work.
ETC Direct Amount Bill This column displays the estimate to complete amount for direct expenses, calculated at billing rates. This amount is the estimated additional monetary amount for direct expenses that is required to complete the work.
ETC Dir. Cons. Amount Cost This column displays the estimate to complete amount for direct consultant expenses, calculated at cost rates. This amount is the estimated additional monetary amount for direct consultant expenses that is required to complete the work.
ETC Dir. Cons. Amount Bill This column displays the estimate to complete amount for direct consultant expenses, calculated at billing rates. This amount is the estimated additional monetary amount for direct consultant expenses that is required to complete the work.
ETC Indirect Amount Cost This column displays the estimate to complete amount for indirect expenses, calculated at cost rates. This amount is the estimated additional monetary amount for indirect expenses that is required to complete the work.
ETC Indirect Amount Bill This column displays the estimate to complete amount for indirect expenses, calculated at billing rates. This amount is the estimated additional monetary amount for indirect expenses that is required to complete the work.
ETC Other Exp. Amount Cost This column displays the estimate to complete amount for other expenses(expenses charged to accounts with the Other Charges account type), calculated at cost rates. This amount is the estimated additional monetary amount for other expenses that is required to complete the work.
ETC Other Exp. Amount Bill This column displays the estimate to complete amount for other expenses(expenses charged to accounts with the Other Charges account type), calculated at billing rates. This amount is the estimated additional monetary amount for other expenses that is required to complete the work.
EAC Hours This column displays the estimate at completion hours. The estimate at completion hours are the estimated total number of hours that will have been worked at the completion of the project.
EAC Amount Cost This column displays the estimate at completion amount, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent at the completion of the project. It includes both labor and expenses.
EAC Amount Bill This column displays the estimate at completion amount, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent at the completion of the project. It includes both labor and expenses.
EAC Labor Amount Cost This column displays the estimate at completion labor amount, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for labor at the completion of the project.
EAC Labor Amount Bill This column displays the estimate at completion labor amount, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for labor at the completion of the project.
EAC Overhead Amount Cost This column displays the estimate at completion overhead amount, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for overhead at the completion of the project.
EAC Expense Amount Cost This column displays the estimate at completion amount for expenses, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for expenses at the completion of the project.
EAC Expense Amount Bill This column displays the estimate at completion amount for expenses, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for expenses at the completion of the project.
EAC Reimbursable Amount Cost This column displays the estimate at completion amount for reimbursable expenses, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for reimbursable expenses at the completion of the project.
EAC Reimbursable Amount Bill This column displays the estimate at completion amount for reimbursable expenses, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for reimbursable expenses at the completion of the project.
EAC Reimb. Cons. Amount Cost This column displays the estimate at completion amount for reimbursable consultant expenses, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for reimbursable consultant expenses at the completion of the project.
EAC Reimb. Cons. Amount Bill This column displays the estimate at completion amount for reimbursable consultant expenses, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for reimbursable consultant expenses at the completion of the project.
EAC Direct Amount Cost This column displays the estimate at completion amount for direct expenses, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for direct expenses at the completion of the project.
EAC Direct Amount Bill This column displays the estimate at completion amount for direct expenses, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for direct expenses at the completion of the project.
EAC Dir. Cons. Amount Cost This column displays the estimate at completion amount for direct consultant expenses, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for direct consultant expenses at the completion of the project.
EAC Dir. Cons. Amount Bill This column displays the estimate at completion amount for direct consultant expenses, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for direct consultant expenses at the completion of the project.
EAC Indirect Amount Cost This column displays the estimate at completion amount for indirect expenses, calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for indirect expenses at the completion of the project.
EAC Indirect Amount Bill This column displays the estimate at completion amount for indirect expenses, calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for indirect expenses at the completion of the project.
EAC Other Exp. Amount Cost This column displays the estimate at completion amount for other expenses(expenses charged to accounts with the Other Charges account type), calculated at cost rates. This amount is the estimated total monetary amount that will have been spent for other expenses at the completion of the project.
EAC Other Exp. Amount Bill This column displays the estimate at completion amount for other expenses(expenses charged to accounts with the Other Charges account type), calculated at billing rates. This amount is the estimated total monetary amount that will have been spent for other expenses at the completion of the project.
Percent EAC Expended Cost

This column displays the percentage of the estimate at completion amount that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Amount Cost / EAC Amount Cost

Percent EAC Expended Bill

This column displays the percentage of the estimate at completion amount that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Amount Bill / EAC Amount Bill

Pct. Labor EAC Expended Cost

This column displays the percentage of the estimate at completion labor amount that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Labor Amount Cost / EAC Labor Amount Cost

Pct. Labor EAC Expended Bill

This column displays the percentage of the estimate at completion labor amount that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Labor Amount Bill / EAC Labor Amount Bill

Pct. Overhead EAC Expended Cost

This column displays the percentage of the estimate at completion overhead that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Overhead Amount Cost / EAC Overhead Amount Cost

Pct. Expense EAC Expended Cost

This column displays the percentage of the estimate at completion amount for expenses that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Expense Amount Cost / EAC Expense Amount Cost

Pct. Expense EAC Expended Bill

This column displays the percentage of the estimate at completion amount for expenses that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Expense Amount Bill / EAC Expense Amount Bill

Pct. Reimbursable EAC Expended Cost

This column displays the percentage of the estimate at completion amount for reimbursable expenses that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Reimbursable Amount Cost / EAC Reimbursable Amount Cost

Pct. Reimbursable EAC Expended Bill

This column displays the percentage of the estimate at completion amount for reimbursable expenses that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Reimbursable Amount Bill / EAC Reimbursable Amount Bill

Pct. Reimb. Cons. EAC Expended Cost

This column displays the percentage of the estimate at completion amount for reimbursable consultant expenses that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Reimb. Cons. Amount Cost / EAC Reimb. Cons. Amount Cost

Pct. Reimb. Cons. EAC Expended Bill

This column displays the percentage of the estimate at completion amount for reimbursable consultant expenses that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Reimb. Cons. Amount Bill / EAC Reimb. Cons. Amount Bill

Pct. Direct EAC Expended Cost

This column displays the percentage of the estimate at completion amount for direct expenses that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Direct Amount Cost / EAC Direct Amount Cost

Pct. Direct EAC Expended Bill

This column displays the percentage of the estimate at completion amount for direct expenses that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Direct Amount Bill / EAC Direct Amount Bill

Pct. Dir. Cons. EAC Expended Cost

This column displays the percentage of the estimate at completion amount for direct consultant expenses that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Dir. Cons. Amount Cost / EAC Dir. Cons. Amount Cost

Pct. Dir. Cons. EAC Expended Bill

This column displays the percentage of the estimate at completion amount for direct consultant expenses that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Dir. Cons. Amount Bill / EAC Dir. Cons. Amount Bill

Pct. Indirect EAC Expended Cost

This column displays the percentage of the estimate at completion amount for indirect expenses that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Indirect Amount Cost / EAC Indirect Amount Cost

Pct. Indirect EAC Expended Bill

This column displays the percentage of the estimate at completion amount for indirect expenses that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Indirect Amount Bill / EAC Indirect Amount Bill

Pct. Other Exp. EAC Expended Cost

This column displays the percentage of the estimate at completion amount for other expenses(expenses charged to accounts with the Other Charges account type) that has been spent as of the current date, calculated at cost rates. Vision calculates this percentage as follows:

JTD Other Amount Cost / EAC Other Amount Cost

Pct. Other Exp. EAC Expended Bill

This column displays the percentage of the estimate at completion amount for other expenses(expenses charged to accounts with the Other Charges account type) that has been spent as of the current date, calculated at billing rates. Vision calculates this percentage as follows:

JTD Other Amount Bill / EAC Other Amount Bill

Current Billed This column displays the total amount billed for the current accounting period.
YTD Billed This column displays the total amount billed for the year to date.
Current Revenue This column displays the revenue for the current accounting period.
YTD Revenue This column displays the revenue for the year to date.
Current Profit When you generate the report at cost rates, this column displays the profit for the current accounting period.
Current Variance When you generate the report at billing rates, this column displays the variance amount for the current accounting period.
YTD Profit When you generate the report at cost rates, this column displays the profit for the year to date.
YTD Variance When you generate the report at billing rates, this column displays the variance amount for the year to date.
JTD Variance When you generate the report at billing rates, this column displays the variance amount for the job to date.
Current Profit Percent When you generate the report at cost rates, this column displays the profit percentage for the current accounting period.
Current Variance Percent When you generate the report at billing rates, this column displays the variance percentage for the current accounting period.
YTD Profit Percent When you generate the report at cost rates, this column displays the profit percentage for the year to date.
YTD Variance Percent When you generate the report at billing rates, this column displays the variance percentage for the year to date.
JTD Profit Percent When you generate the report at cost rates, this column displays the profit percentage for the job to date.
JTD Variance Percent When you generate the report at billing rates, this column displays the variance percentage for the job to date.
Current Net Revenue Cost This column displays the net revenue for the current accounting period, calculated at cost rates.
Current Net Revenue Bill This column displays the net revenue for the current accounting period, calculated at billing rates.
YTD Net Revenue Cost This column displays the net revenue for the year to date, calculated at cost rates.
YTD Net Revenue Bill This column displays the net revenue for the year to date, calculated at billing rates.
JTD Net Revenue Cost This column displays the net revenue for the job to date, calculated at cost rates.
JTD Net Revenue Bill This column displays the net revenue for the job to date, calculated at billing rates.
Cur Gross Margin Cost This column displays the gross margin for the current accounting period, calculated at cost rates.
Cur Gross Margin Bill This column displays the gross margin for the current accounting period, calculated at billing rates.
YTD Gross Margin Cost This column displays the gross margin for the year to date, calculated at cost rates.
YTD Gross Margin Bill This column displays the gross margin for the year to date, calculated at billing rates.
JTD Gross Margin Cost This column displays the gross margin for the job to date, calculated at cost rates.
JTD Gross Margin Bill This column displays the gross margin for the job to date, calculated at billing rates.
Current Unbilled This column displays the amount of revenue for the current period that has not yet been billed.
YTD Unbilled This column displays the amount of revenue for the year to date that has not yet been billed.
JTD Unbilled This column displays the amount of revenue for the job to date that has not yet been billed.
Current Received This column displays the amount received for the current accounting period, including taxes.
YTD Received This column displays the amount received for the year to date, excluding taxes.
JTD Received This column displays the amount received for the job to date, excluding taxes.
Current A/R Amount This column displays the amount billed but not yet received for the current accounting period. This amount includes taxes.
YTD A/R Amount This column displays the amount billed but not yet received for the year to date. This amount includes taxes.
JTD A/R Amount This column displays the amount billed but not yet received for the job to date. This amount includes taxes.
Revenue Type

This column displays the revenue type.

The revenue type is a code to identify how Vision calculates revenue for the task, phase, or project. Vision provides six standard revenue types:

  • B — Job-to-date billing

  • M — (Job-to-date direct labor * Multiplier) + Job-to-date reimbursable expenses @ cost rates

  • N — No revenue generation

  • P — Percent complete + Job-to-date reimbursable expenses @ cost rates

  • R — Job-to-date receipts

  • W — Job-to-date billing + Work-in-progress @ billing rates

Rev. Multiplier/Amount

This column displays the multiplier, percentage, or amount for the revenue method.

The report only displays a value in this column for the lowest work breakdown structure levels.

Rev. Multiplier/Amount (Sum)

This column displays the multiplier, percentage, or amount for the revenue method.

The difference between this column and the Rev. Multiplier/Amount column is that Vision treats this column as an amount column and displays group totals for it. This can be useful if you use calculated fields and want the revenue multiplier to be treated as an amount rather than as a multiplier.

Backlog

This column displays the unearned monetary amount for work that is under contract. Vision calculates Backlog as follows:

Total compensation – Job-to-date revenue

Backlog is used as an indicator of a firm's business volume, which is usually expressed as the number of months of backlog.

Cost Budgeted Rate This column displays the rate that Vision applies to budgeted labor hours (Budgeted Hours) to calculate the budgeted labor amount at cost rates (Budgeted Labor Amount Cost).
Bill Budgeted Rate This column displays the rate that Vision applies to budgeted labor hours (Budgeted Hours) to calculate the budgeted labor amount at billing rates (Budgeted Labor Amount Bill).
Balance Hours at Cost Budget Rate

This column displays the labor hours remaining to complete the work if they are expended at the cost budgeted rate. Vision calculates the balance hours as follows:

Balance Labor Amount Cost / Cost Budgeted Rate

Balance Hours at Bill Budget Rate

This column displays the labor hours remaining to complete the work if they are expended at the bill budgeted rate. Vision calculates the balance hours as follows:

Balance Labor Amount Bill / Bill Budgeted Rate

Effective Rate Cost

This column displays the current effective hourly rate based on cost. Vision calculates the rate as follows:

Job-to-date labor amount at cost rates / Job-to-date labor hours

Effective Rate Bill

This column displays the current effective hourly rate based on billing. Vision calculates the rate as follows:

Job-to-date labor amount at billing rates / Job-to-date labor hours

Balance Hours at Eff. Rate Cost

This column displays the labor hours remaining to complete the work if they are expended at the current effective rate, based on cost. Vision calculates the balance hours as follows:

Balance Labor Amount Cost / Effective Rate Cost

Balance Hours at Eff. Rate Bill

This column displays the labor hours remaining to complete the work if they are expended at the current effective rate, based on billing. Vision calculates the balance hours as follows:

Balance Labor Amount Bill / Effective Rate Bill

Percent Budget Expended Hours

This column displays the percentage of the budget expended to date based on hours. Vision calculates the percentage as follows:

JTD Hours / Budgeted Hours

Percent Complete Hours Cost This column displays the project manager's estimate of the percentage of work completed based on hours worked.
Percent Complete Hours Bill This column displays the project manager's estimate of the percentage of work completed based on hours billed.
Current Effective Multiplier This column displays the effective multiplier for the current accounting period.
Current Realization Ratio This column displays the realization ratio for the current accounting period.
YTD Effective Multiplier This column displays the effective multiplier for the year to date.
YTD Realization Ratio This column displays the realization ratio for the year to date.
JTD Effective Multiplier This column displays the effective multiplier for the job to date.
JTD Realization Ratio This column displays the realization ratio for the job to date.
Target Multiplier Cost This column displays the target cost multiplier from Vision Planning.
Target Multiplier Billing This column displays the target billing multiplier from Vision Planning.
Planned Multiplier Cost

This column displays the planned multiplier for cost from Vision Planning. Vision calculates this multiplier as follows:

Planned total compensation – (Direct expenses + Reimbursable expenses) / Planned labor cost

Planned Multiplier Billing

This column displays the planned multiplier for billing from Vision Planning. Vision calculates this multiplier as follows:

Planned total compensation – (Direct expenses + Reimbursable expenses) / Planned labor billing

Budget Multiplier Cost

This column displays the budget multiplier for cost from Vision Planning. Vision calculates this multiplier as follows:

Compensation fee / Estimate at completion at cost

Budget Multiplier Billing

This column displays the budget multiplier for cost from Vision Planning. Vision calculates this multiplier as follows:

Compensation fee / Estimate at completion at billing

EAC Multiplier Cost

This column displays the estimate at completion multiplier for cost from Vision Planning. Vision calculates this multiplier as follows:

((Compensation + Consultant fee + Reimbursable allowance) – (Estimate at completion for expenses at cost + Estimate at completion for consultants at cost)) / Estimate at completion for labor at cost

EAC Multiplier Billing

This column displays the estimate at completion multiplier for billing from Vision Planning. Vision calculates this multiplier as follows:

((Compensation + Consultant fee + Reimbursable allowance) – (Estimate at completion for expenses at billing + Estimate at completion for consultants at billing)) / Estimate at completion for labor at billing

RP Compensation

If you select Project Planning Budget in Budget Source on the Budget tab of the Options dialog box, this column displays the total contract value budgeted in the plan assigned to the project in Vision Planning.

If you use the Multicurrency feature and Use billing currency not Project currency is selected on the Reporting tab of the Accounting System Settings form, you can select the RP Compensation in Billing Currency column to display this amount in the billing currency.

RP Consultant Fee If you select Project Planning Budget in Budget Source on the Budget tab of the Options dialog box, this column displays the amount budgeted for reimbursable consultant fees in the plan assigned to the project in Vision Planning.
RP Reimbursable Allowance If you select Project Planning Budget in Budget Source on the Budget tab of the Options dialog box, this column displays the amount budgeted for reimbursable expense billings in the plan assigned to the project in Vision Planning.
Committed Purchase Order Expense Cost

This column displays the amount of expenses committed to approved purchase orders, calculated at cost rates.

This column is not affected by the Include Committed PO Expense option on the General tab. It displays committed purchase order expense amounts whether or not that option is selected.

Committed Purchase Order Expense Bill

This column displays the amount of expenses committed to approved purchase orders, calculated at billing rates.

This column is not affected by the Include Committed PO Expense option on the General tab. It displays committed purchase order expense amounts whether or not that option is selected.

Current, YTD, and JTD Unbilled Gain/Loss

The following columns display the gain/loss entries to unbilled services due to rate fluctuations:

  • Current Unbilled Gain/Loss

  • YTD Unbilled Gain/Loss

  • JTD Unbilled Gain/Loss

Current, YTD, and JTD Adjusted Unbilled

This following columns display the Adjusted Unbilled amount that includes the Unbilled Gain/Loss entries:

  • Current Adjusted Unbilled

  • YTD Adjusted Unbilled

  • JTD Adjusted Unbilled

The calculation for these columns is Revenue – Billed + Unbilled Gain/Loss = Adjusted Unbilled. When these columns are displayed in functional currency, they will match the Unbilled Services account in the general ledger, and will also match the Unbilled Services line in the File Reconciliation Report.

Organization Name This column displays the name of the organization with which the project is associated.
SubLevel This column contains Y or N (Yes or No) to indicate whether or not the project, phase, or task is associated with sub-level billing terms.
Project Address 1-3 These columns display the three lines of the project mailing address.
Project City This column displays the city in which the project is located.
Project State This column displays the state in which the project is located.
Project Zip This column displays the ZIP code for the project address.
Project County This column displays the county in which the project is located.
Project Country This column displays the country in which the project is located.
Project Phone This column displays the telephone number for the project location.
Project Fax This column displays the fax number for the project location.
Project Email This column displays the email address for the project.
Client Name This column displays the name of the client firm for which you are performing the work.
Client Address

For clients that use more than one address, this column displays an address description to indicate which address is associated with the project.

For example, this column might display one of the following:

  • <Default> — Default address from the Client Info Center

  • Corporate HQ — Address of the client's headquarters

  • London — Address for the client's office in London, UK

If you want the report to display client addresses, select the Client Address (concatenated) column.

Contact Name This column displays the name of your contact at the client firm.
Contact Phone This column displays the phone number for the contact.
Contact Fax This column displays the fax number for the contact.
Contact EMail This column displays the contact's email address.
Client Address (concatenated) This column displays the client's street address, city, state, and ZIP code. If the address is too long for the width of the column, it continues on additional lines within the column.
Promotional Project If the project is based on a promotional project, this column displays the project number for the promotional project.
Budgeted OH Rate

This column displays the budgeted overhead rate.

If you use the assignment method for overhead allocation, Vision uses the budgeted overhead rate for both budgeting and allocation purposes. For all other overhead allocation methods, Vision uses the budgeted overhead rate only to calculate the overhead amount for the project's budget.

Status This column displays the status of the project: Active, Inactive, or Dormant.
Revenue Description This column displays the description of the revenue source (for example, JTD Billings, JTD Billings + WIP @, or (Pct Comp*Fee) + JTD Reimb Exp).
Unit Table This column displays the default unit table Vision uses to bill unit charges.
Start Date This column displays the start date of the project, phase, or task.
End Date This column displays the end date of the project, phase, or task.
Bill by Default

This column displays Yes, No, or Category to indicate whether or not to bill the client for certain expense charges:

  • Yes — Always bill expense charges to the client, whether or not the Bill by Default option is selected for the associated category in the Expense Report Categories form (Configuration > Time & Expense > Expense Categories).

  • No — Never bill expense charges to the client, whether or not the Bill by Default option is selected for the associated category in the Expense Report Categories form.

  • Category — Only bill charges to the client if the Bill by Default option is selected for the associated category in the Expense Report Categories form.

Billable Message

This column displays one of the following values to indicate whether or not Vision displays an error message when a user charges certain expenses to the project in an expense report:

  • No Message — Vision does not display any message when the Bill by Default option for the expense category is different from the Bill by Default option for the project.

  • Warning — Vision displays a warning message when the Bill by Default option for the expense category is different from the Bill by Default option for the project. You must explicitly choose to continue with the transaction if you want to charge the expense to the project with the selected expense category.

  • Error — Vision displays an error message when the Bill by Default option for the expense category is different from the Bill by Default option for the project. You cannot charge the expense to the project with the selected category.

Budgeted Validation This column displays the setting Vision uses to determine the level of access users are allowed when they enter labor codes on their timesheets: None, Warning, or Error.
Budgeted Source If your firm uses Vision Planning, this column displays the source of the budget data included on the report: plan or project record.
Budgeted Level If your firm uses Vision Planning, this column indicates the level of the project work breakdown structure or plan work breakdown structure at which budgeting is done.
Budgeted Levels This column displays the labor code levels to which employees can charge time for the project. The budgeted labor code levels available depend on the number of labor code levels your firm uses.
Cross Charge Method

Cross charges allow you to transfer revenue and overhead charges between organizations when an employee from one organization works on a project for another organization.

This column displays the cross charge method for the project from the Apply Rate Method at this Level field on the Accounting tab of the Project Info Center:

  • Global — Vision uses the cross charge method specified on the Cross Charge tab of the Individual Organization Setup form.

  • Project — Vision uses the cross charge method specified in the Rate Method field on the Accounting tab of the Project Info Center.

  • None — Vision does not generate cross charges for the project.

Cross Charge Rate This column displays the markup rate that Vision uses when it transfers revenue back to an employee's organization or when it transfers an employee's overhead charges to the organization associated with the project.
Cross Charge Method If Apply Rate Method at this Level field on the Accounting tab of the Project Info Center contains Project, this column displays the method selected in Rate Method on that tab.
Long Name

This column displays the project's long name.

If the Long Name field is left blank in the Project Info Center, then this column displays the project's short name.

Federal Project This column displays Y (Yes) or N (No) to indicate whether or not the project is for the federal government.
Project Type This column displays the type of project (for example, Educational, Commercial, Medical, or Federal).
Responsibility

This column displays the level of responsibility your firm has for the project (for example, Prime, Joint Venture, or Consultant).

Referable This column displays Y (Yes) or N (No) to indicate whether or not the project can be used as a reference when you pursue other contracts.
Estimated Completion This column displays the date on which the project is or was scheduled to be completed.
Actual Completion For completed projects, this column displays the actual completion date.
Contract Date This column displays the date on which your firm was awarded the contract.
Construction Completion Date This column displays the date on which your firm completed all work.
Professional Services Completion Date This column displays the date on which your firm completed all professional services.
Bid Date This column displays the date on which your firm first bid on the project.
Completion Comment This column displays the comments entered for the completion date.
Firm Cost This column displays the portion of the project cost for which your firm is responsible.
Firm Cost Comment This column displays the comments entered for the firm cost.
Total Project Cost

This column displays the total cost of the project.

This field is also used in Item 8e of the SF255 form: "total construction cost of completed projected (or, where no construction was involved, the approximate cost of your work)."

Total Project Cost Comment This column displays the comments entered for the total project cost (for example, "Fee only" or "Phase I").
Client Confidential This column displays Y (Yes) or N (No) to indicate whether or not the client firm's name is confidential and is to be excluded from all proposals. If the client's name is confidential and you include the project in a proposal, Vision substitutes an alias for the client name.
Confidential Project Alias This column displays the alternate name that Vision uses in proposals in place of the actual client name when the client requests that you keep the firm's name confidential.
Billing Client This column displays the name of the client to be billed.
Billing Contact This column displays the billing contact for the client.
Billing Contact Phone This column displays the phone number for the billing contact for the client.
Billing Contact Fax This column displays the fax number for the billing contact for the client.
Billing Contact EMail This column displays the email address for the billing contact for the client.
Billing Address (concatenated) This column displays the client's billing street address, city, state, and ZIP code. If the address is too long for the width of the column, it continues on additional lines within the column.
Client Billing Address

For clients that use more than one address, this column displays an address description to indicate which address is the billing address for the project.

For example, this column might display one of the following:

  • <Default> — Default address from the Client Info Center

  • Corporate HQ — Address of the client's headquarters

  • London — Address for the client's office in London, UK

If you want the report to display client billing addresses, select the Billing Address (concatenated) column.

Create User This column displays the user ID of the person who created the project record in the Project Info Center.
Create Date This column displays the date on which the project record was created.
Modify User This column displays the user ID of the person who most recently modified the project record.
Modify Date This column displays the date on which the project record was most recently modified.
Memo This column displays the notes entered in the Memo field on the General tab of the Project Info Center.
Cost Rate Method

If you use Vision Payroll and you have selected the Cost rate tables check box in the Enable for Timesheets group box on the General tab of the Accounting System Settings form, this column displays the cost rate method for the project. The following are the available methods:

  • From Employee Cost Rate

  • From Labor Rate Table

  • From Category Rate Table

  • From Labor Code Table

  • None

Cost Rate Table

If you use Vision Payroll and you have selected the Cost rate tables check box in the Enable for Timesheets group box on the General tab of the Accounting System Settings form, this column displays the cost rate table:

  • Labor Rate Table

  • Category Rate Table

  • Labor Code Table

No table is listed in this column if the cost rate method is From Employee Cost Rate.

Pay Rate Method

If you use Vision Payroll and you have selected the Pay rate tables check box in the Enable for Timesheets group box on the General tab of the Accounting System Settings form, this column shows the pay rate method for the project:

  • From Employee Pay Rate

  • From Labor Rate Table

  • From Category Rate Table

  • From Labor Code Table

  • None

Pay Rate Table

If you use Vision Payroll and you have selected the Pay rate tables check box in the Enable for Timesheets group box on the General tab of the Accounting System Settings form, this column displays the cost rate table:

  • Labor Rate Table

  • Category Rate Table

  • Labor Code Table

No table is listed in this column if the pay rate method is From Employee Pay Rate.

Locale If you use Vision Payroll, this column displays the state for payroll taxes.
Timesheet Line Item Approval

If you use Vision Time & Expense, this column displays Y (Yes) or N (No) to indicate whether or not timesheet line item approval is set up for the project.

The timesheet line item aproval feature gives your principals, project managers, and supervisors the ability to review and then approve or reject individual labor charges for their projects.

Expense Report Line Item Approval

If you use Vision Time & Expense, this column displays Y (Yes) or N (No) to indicate whether or not expense report line item approval is set up for the project.

Anyone set up as an approver (typically a principal, project manager, or supervisor) can review and then approve or reject individual expense charges for their projects.

Opportunity Number This column displays the opportunity number.
Opportunity Promotional Project If the opportunity has reached the proposal stage and you have created a promotional project to track and bill charges for proposal generation, this column displays the promotional project number.
Opportunity Promotional Project Name If the opportunity has reached the proposal stage and you have created a promotional project to track and bill charges for proposal generation, this column displays the name of the promotional project.
Opportunity Organization

This column displays the The code used to identify the organization in your firm that is responsible for pursuing the opportunity. Organizations are discrete business units within your company. You can set up organizations any way you like -- by region, function, responsibility, and so on.

Organization codes (also called "profit center" codes) determine how Vision tracks project and accounting information in the general ledger, and how you can access and organize this information on project reports and financial statements. The codes may contain letters or numbers.

If your firm is not using Vision's Organization application, this column does not appear.

Opportunity Organization Name This column displays the name of the organization that is responsible for pursuing the opportunity.
Opportunity Primary Client This column displays the name of the primary client associated with the opportunity.
Opportunity Primary Contact Name This column displays the name of the primary contact associated with the opportunity.
Opportunity Project Manager Name This column displays the name of the employee serving as project manager for the opportunity.
Opportunity Principal Name This column displays the name of the principal responsible for the opportunity.
Opportunity Supervisor Name This column displays the name of the supervisor for the opportunity.
Opportunity Est. Revenue

This column displays the estimated revenue you expect to earn from the opportunity.

For projects created from opportunities, this amount in most cases displays in the currency defined for the opportunity on the Service Estimate tab of the Opportunity Info Center. However, if you select a presentation currency for the report in either Report Cost In or Report Billing In, this amount displays in the presentation currency.

Opportunity Probability This column displays a percentage that represents the probability that the opportunity will become a project.
Opportunity Weighted Revenue

This column displays the weighted revenue for the opportunity.

Vision automatically calculates as follows:

Opportunity Est. Revenue * Opportunity Probability

For projects created from opportunities, this amount in most cases displays in the currency defined for the opportunity on the Service Estimate tab of the Opportunity Info Center. However, if you select a presentation currency for the report in either Report Cost In or Report Billing In, this amount displays in the presentation currency.

Opportunity Date Opened This column displays the date on which you identified the opportunity and began pursing the job.
Opportunity Date Closed This column displays the date on which you closed this opportunity. That can be the date you stopped pursuing the opportunity or the date you were awarded the job.
Opportunity Days Open This column displays the number of days the opportunity has been open. This value is based on the date in Opportunity Date Opened and either today's date (for an open opportunity) or the date in Opportunity Date Closed (for a closed opportunity).
Opportunity Stage This column displays the current stage in the life cycle of the opportunity (for example, Pending, Proposal Submitted, or Awarded).
Opportunity Type This column displays the type of opportunity (for example, Educational, Municipal, or Medical).
Opportunity Source This column displays how you learned of the opportunity (for example, Client Referral, Consultant Job, or Marketing Campaign).
Opportunity Status This column displays the status of the opportunity: Active or Inactive.
Opportunity Est. Start Date This column displays the date you expect to begin the project associated with the opportunity.
Opportunity Est. Compl. Date This column displays the date you expect to complete the project associated with the opportunity.
Opportunity Address 1 Address 2 Address 3 These columns display the street or mailing address information for the opportunity (street name and number, suite number, P.O. Box number).
Opportunity City This column displays the city in which the opportunity is located.
Opportunity State This column displays the two-character abbreviation for the state in which the opportunity is located.
Opportunity Zip This column displays the ZIP code for the opportunity.
Opportunity Country This column displays the country in which the opportunity is located.
Opportunity Create User This column displays the user ID of the person who created the opportunity record in the Opportunity Info Center.
Opportunity Create Date This column displays the date on which the opportunity record was created.
Opportunity Modify User This column displays the user ID of the person who most recently modified the opportunity record.
Opportunity Modify Date This column displays the date on which the opportunity record was most recently modified.
Opportunity Description This column displays the description of the opportunity.
Service Profile Code If Fee Estimate is enabled in Configuration > General > Opportunity Settings, this column displays the code for the service profile that is associated with the project.
Service Profile Description If Fee Estimate is enabled in Configuration > General > Opportunity Settings, this column displays the description for the service profile that is associated with the project.