Expenses Resource Grid Columns

The Expenses Resource grid contains detailed information about the plan's assigned expenses for each level of the associated WBS.

Contents

The Baseline, Planned, JTD, and ETC columns display at either billing or cost, depending on the budget type that is selected. When you select the budget type, the Billing or Cost options display to indicate how you are viewing the plan. If both options display, you can switch between the Billing and Cost options and the grid's columns, amounts, and heading color update to reflect your selection. Note that as you switch between billing and cost, there may be different columns and information that display on the grid.

Field	Description
Expense Type	This column displays the account name that is associated with the direct, reimbursable, and indirect expense type. Only active accounts and those that are available to the project's company display. If you are using a Vision plan, the expense types are derived from the project plans that are included in utilization or from JTD. To change the expense type listed in this field, use the standard quick find or lookup features. See the Use Lookups to Enter Expense Data online help topic for more information. When you select a different expense type, you must note the use of JTD or baseline. If there is no assigned JTD or baseline amount for the expense row, you can change the expense type. If there is assigned JTD or baseline for the expense row, you can select a different expense type only if there is also a planned amount. When you select a different expense type, a new row is created for the expense, and you can choose to move the planned amount to this row. The JTD and/or baseline remains on the original row. Note: The account type that is applied to this column is dependent on the project's charge type: Regular project charge type: Direct and Reimbursable expense types are available. Promotional/Overhead project charge type: Indirect expense type is available.
Type	This column displays the account type that is associated with the expense type.
Account	This column displays the account number that is associated with the expense type.
Vendor Name	This column displays the name of the vendor. To change the vendor name listed in this field, use the standard quick find or lookup features. See the Use Lookups to Enter Expense Data online help topic for more information. When you select a different vendor name, you must note the use of JTD or baseline. If there is no assigned JTD or baseline amount for the expense row, you can change the vendor name. If there is assigned JTD or baseline for the expense row, you can select a different vendor name only if there is also a planned amount. When you select a different vendor name, a new row is created, and you can choose to move the planned amount to this row. The JTD and/or baseline remains on the original row.
Baseline	This column displays baseline planned expense 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	This column displays the sum of the planned expense amounts. If the WBS row's planned amount does not match the row's contract amount, a yellow flag () displays in the corner of the field. Each WBS row amount is checked and a flag can display for any row. If the project has multiple Vision plans that are included in utilization, Navigator sums the planned amounts from the plans.
JTD	This column displays the sum of the charges to Direct, Indirect, and Reimbursable types of 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 JTD amount is greater than the planned amount. A red flag () displays in the corner of the field. Each WBS row amount is checked and a flag can display for any row.
ETC	This column displays the sum of the estimates-to-complete as calculated by Navigator for expenses. ETC amounts for expenses are calculated differently, depending on whether the project plan is a Navigator plan or a Vision plan. Navigator plan: If Planned expenses - JTD expenses is greater than 0, then ETC expenses = Planned expenses - JTD expenses. If Planned expenses - JTD expenses is less than or equal to 0, then ETC expenses = 0. Vision plan: ETC expenses = Sum of planned expenses from tomorrow forward.