Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Billing Unit Transfers

In Interactive Billing you can transfer unit transaction detail from one project to another or within a single project.

When you transfer units, the current unit cost and billing rates that are specified for a unit in Settings > Accounting > Units are used for the transfer. You can change the rates before you make a transfer to affect the transfer.

Transferring Transactions from One Project to Another

You can transfer a unit transaction in its entirety to another project or transfer a portion of the unit transaction based on unit quantity.

Transferring Transactions Within the Same Project (Reclassifying)

You cannot transfer a unit transaction within the same project as you can with labor and expense transactions because you cannot change the general ledger account for unit transactions. The general ledger posting account for a unit is entered in the associated unit table in Settings > Accounting > Units. This account is retrieved from the unit table when the unit transaction is transferred.