Consultants Plan Summary Chart

Use the Consultant Plan Summary chart to view the direct consultant account and reimbursable consultant account contract, planned, and JTD amounts for the WBS element that is selected on the grid. You can hover over or tap a bar on the chart to see the amount.

Contents

The amounts on this chart display at billing or cost, depending on the budget type (Billing, Cost, or Cost and Billing). After you specify the budget type, there are Billing and/or Cost options that display on the Planning page to indicate the type of amount that you are viewing. The chart's criteria, amounts, title, and heading color also reflect the selection. If both Billing and Cost options display, you can switch between them and the chart's information will update accordingly.

See the Switch Consultant Amounts from Billing to Cost online help topic for more information.

If your firm uses Vision Multicurrency, the currency in use is indicated next to the Billing and Cost options. For example, Billing (USD) displays if you are viewing the plan at billing and in U.S. dollars. The Project Currency is always used when viewing projects and plans at cost. The currency used when viewing projects and plans at billing is determined by a Vision Configuration setting that your system administrator selects. See the Use Project and Billing Currencies online help topic for more information on currencies.

Note: For projects with multiple Vision plans, the bars display the amounts from the plans that are included in utilization.

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