Switch Expense Amounts from Billing to Cost

The Expenses planning page may contain options that allow you to switch from displaying billing amounts to cost amounts for baseline, planned, JTD, and ETC.

When you select a project, the Billing and/or Cost options display on the Expenses page, depending on the Budget Type setting that is selected in Navigator or defaulted from Vision:

• For Navigator plans, the Budget Type in Navigator Plan Settings applies.
• For Vision plans or when you create a new plan, the Budget Type option that is selected on the Rates tab of Project Planning serves as the default setting. If you are not using Vision Resource Planning, the Budget Type is selected in Plan Settings in Vision Configuration.
• If you are using a project that does not have a plan, Navigator defaults to use the Budget Type that is specified in Vision's Plan Settings. If your firm uses Vision Multicompany, it uses the Budget Type for the project's company. See the View a Project Without a Plan online help topic for more information.

When you have appropriate access rights, you can use Navigator's Plan Settings to change the plan's Budget Type to something other than the Vision default. The options in Navigator's Plan Settings are applied to the current plan and will override the Vision default settings. When Cost and Billing is selected as the Budget Type, the Billing and Cost options display.

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.

To switch the amounts between billing and cost, complete the following steps:

1. Select the Expenses page. When the Billing option is selected, the Expenses planning grid displays billing amounts for baseline, planned, JTD, and ETC.
2. Click the Cost option. The Expenses charts and grid update to display cost amounts for baseline, planned, JTD, and ETC. The chart titles also update to indicate that Cost is selected.