Expense Plan Summary Chart

Use the Expense Plan Summary chart to view the expense account contract, planned, and job-to-date (JTD) amounts for the WBS element that is selected on the grid. This summary provides a brief overview of the contract amounts, and the billing and/or cost amounts for direct and reimbursable expenses, as well as for indirect expenses.

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The current project's charge type determines the account (expense) types that can be planned for the project.

As you select different WBS elements on the Expenses grid, amounts on the Summary chart update to reflect the data from the grid. When you save the plan, the chart also updates to reflect any edits that are made to the plan. You can hover over or tap a bar on the chart to see the respective amount.

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 Expense 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.

The following table lists the different expense types and amounts that are available to apply to the contract, planned, and JTD amounts on this chart. The options that display depend on what is currently in use for the project.

Field	Description
Contract	Direct: This bar represents the direct expense contract amount. Reimbursable: This bar represents the reimbursable expense contract amount. Indirect: This bar represents the indirect 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 represents the sum of the planned billing or cost amounts for direct account types. Reimbursable: This bar represents the sum of the planned billing or cost amounts for reimbursable account types. Indirect: This bar represents the sum of the planned billing or cost amounts for indirect account types.
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 account types. Reimbursable: This bar represents the sum of billing or cost charges to reimbursable account types. Indirect: This bar represents the sum of billing or cost charges to indirect account types through today.