Plan Settings Dialog Box

Use the Plan Settings dialog box to specify the budget type, the cost and billing rate methods, tables, and multipliers, and other settings to use for the currently selected project plan.

When you create a new plan, it is assigned the default settings from the Plan Settings tab and Rates tab on the Resource Planning Settings form. If you have the required access rights, you can change those settings for the new plan.

When You Save the Plan Settings

When you click Save in the dialog box, any changes you made on any of the tabs are saved. In addition, the following may also occur:

• If labor rate settings are changed and the Recalculate Planned Cost option or Recalculate Planned Billing option is selected, Deltek retroactively calculates the planned cost and/or billing values for employees and generic resources.
• If labor, expense, or consultant rate settings are changed but the corresponding recalculate option is not selected, Deltek leaves the existing planned amounts as they were. The new rate settings will be applied for planned values as new entries are created.
• If consultant rate settings are changed and the recalculate option is selected, Deltek retroactively calculates the planned bill amount for reimbursable consultants.
• If expense rate settings are changed and the recalculate option is selected, Deltek retroactively calculates the planned bill amount for reimbursable expenses.

If you published the plan prior to making changes and decide that you are not happy with the changes, you can revert the current plan back to the published plan if you have not published since making the changes.