Consultants Grid Columns

The columns on the Consultants grid provide a summary of the consultant plan and JTD information. You can use this grid to modify Navigator plans, but Vision plans are view-only. You must use Vision Project Planning to modify a Vision plan.

The amounts on this grid 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 grid's columns, amounts, calculations, and heading color also reflect the selection. If both Billing and Cost options display, you can switch between them and the grid'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.

Contents

Field	Description
Level/Resource	This column displays the name of the WBS element, as specified in Vision > Info Center > Project. For Navigator plans, the WBS elements only display for those rows that are at or above the selected planning level for consultants as specified in Navigator Plan Settings. For projects with Vision plans, WBS elements are shown for the highest planned level and above. For example, if the project has phases and tasks, and some consultants were planned at the phase level while others were planned at the task level, the Navigator Consultants grid displays all of these consultants under the phase row. The task row is not shown. For projects with no plan, all of the project's WBS elements are shown.
Start/End Date	These columns display the start and end dates for the consultant expense as defined on the Labor tab. If these dates are changed on the Labor tab, they will automatically update on the Consultants tab as well. You cannot see consultants assigned to calendar periods within Navigator. Whenever a Navigator plan is saved, consultant amounts are spread evenly across the time period based on the WBS row's start and end dates. If you are using the Resource Planning module and you need to see the time-phased consultant amounts for a Navigator plan, open the plan in Vision Project Planning.
Contract	This column displays the sum of the selected WBS level's direct consultant and reimbursable consultant amounts as defined on the Budget & Revenue tab in Vision > Info Center > Project.
Baseline	This column displays baseline planned consultant amounts. This amount is summed to higher levels of the WBS. If the project has multiple Vision plans that are included in utilization, Navigator sums the baseline amounts from the plans.
Planned Columns	Based on the budget type and rate method that are selected in Navigator Plan Settings, there are different options of Planned columns that may display: Planned or Planned Cost and Planned Billing. Refer to these columns for the planned billing and/or cost amounts. Planned: This column displays the planned consultant amounts. The expense type that is assigned impacts the calculation that is used for this column: Direct or Indirect expense type: Navigator ensures that the cost and billing amounts are the same for the row. Reimbursable expense type: Navigator calculates the planned cost or billing value using the Reimbursable Rate Method, Table, and Multiplier assigned in Navigator Plan Settings. Planned Cost: This column displays if the budget type is Billing and the rate method is Multiplier Only, From Account Rate Table, or From Category Rate Table. This column displays in blue to indicate the planned consultant amount at cost even though the assigned budget type in Plan Settings is Billing. Planned Billing: This column displays if the budget type is Billing and the rate method is Multiplier Only, From Account Rate Table, or From Category Rate Table. Use this column to view the planned consultant amounts at cost or billing. The expense type that is assigned impacts the calculation that is used for this column: Direct or Indirect expense type: Navigator ensures that the cost and billing amounts are the same for the row. Reimbursable expense type: Navigator calculates the planned billing value using the Reimbursable Rate Method, Table, and Multiplier assigned in Navigator Plan Settings. Navigator provides a notification when the budget type is Billing and the WBS row's planned bill amount does not match the row's contract amount. A yellow flag () displays in the corner of the column. Each WBS row amount is checked and a flag can display for any row.
JTD	This column displays the sum of the charges to Direct Consultant and Reimbursable Consultant accounts on all posted transactions and committed purchase orders through today. This amount is summed to higher levels of the WBS. Navigator provides a notification when the budget type is Cost and the JTD amount is greater than the planned amount. A red flag () displays in the corner of the column. Each WBS row amount is checked and a flag can display for any row.
ETC	This column displays the sum of the estimate-to-complete as calculated by Navigator for consultants. ETC amounts for consultants are calculated differently, depending on whether the project plan is a Navigator plan or a Vision plan. Navigator plan: If Planned consultants - JTD consultants is greater than 0, then ETC consultants = Planned consultants - JTD consultants. If Planned consultants - JTD consultants is less than or equal to 0, then ETC consultants = 0. Vision plan: ETC consultants = Sum of planned consultants from tomorrow forward
Contract Balance	If you view billing amounts, this column displays the contract balance in the billing currency: Contract amount - JTD amount through today. If JTD amount is greater than the contract amount, the balance displays as negative and is red. If you view cost amounts, the Markup column displays instead.
Markup	If you view cost amounts, this column displays the markup in the cost currency: Contract amount - Planned cost amount. If you view billing amounts, the Contract Balance column displays instead.