Use the Consultants Plan Summary dashpart to view the direct and reimbursable consultant account contract, planned, and job-to-date (JTD) amounts. You can hover over or tap a bar on the chart to see the amount.
Contents
The amounts on this dashpart 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 dashpart'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 dashpart'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.
If you are using Internet Explorer, click the dashpart title link to open Consultants Planning in Navigator.
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 sum of the consultant amounts from the Contract planning grid.
Reimbursable: This bar represents the reimbursable consultant contract amount from the Contract planning grid.
Note: If your firm uses Vision Multicurrency, the contract may not change when you switch between viewing billing and cost currencies.
|
| Planned
|
Direct: This bar displays the planned billing or cost amounts for direct account types.
Reimbursable: This bar displays the planned billing or cost amount for reimbursable account types.
|
| JTD
|
JTD sums are for posted transactions and committed purchase orders dated through today.
Direct: This bar displays the sum of project billing or cost charges to direct consultant account types.
Reimbursable: This bar displays the sum of project billing or cost charges to reimbursable consultant account types.
|
| Tooltips
|
Tooltips display when you hover over or tap various parts of the Navigator interface, including buttons, status and warning indicators, and data on the dashparts and charts. You can also click the
 buttons to view specific calculation information, and click the
More links to access the pertinent Navigator online help.
If you are using a tablet device, the tooltip hover action is not available, but you can tap the
buttons and
More links to view the calculations and online help.
|