Expense Plan Summary Dashpart

Use the Expense Plan Summary dashpart to view the expense account contract, planned, and job-to-date (JTD) amounts for the plan's project. This summary provides a brief overview of the contract, billing and/or cost amounts for direct and reimbursable expenses, as well as for indirect expenses.

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 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.

You can hover over or tap a bar on the dashpart to see the respective amount. If you are using Internet Explorer and have the appropriate access rights, you can also click the chart title link to move to the Expense Planning area in Navigator.

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 from the Contract planning grid. Reimbursable: This bar represents the reimbursable expense contract amount from the Contract planning grid. Indirect: This bar represents the indirect 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 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.
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.