Deltek Vantagepoint Help

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Contents of the Add/Edit Estimate Table Dialog Box

Select or edit the options for the estimate table.

Specify settings for these fields on the Table Properties Pane.

If both direct and reimbursable consultants or expenses are included, the user will need to add two tables for direct and reimbursable with a total for each.
Field Description
Choose Project By default, the project that is specified in Proposals Properties displays. To select a different project, use the Project lookup to choose the project for this estimate.

After selecting a project, the Choose Table field populates with a list of tables and columns that are available for that specific project.

Choose Table

Select the table that you want to include in the estimate. This drop-down lists includes tables that are available based on the options specified in Settings > Projects > Estimates. Options that are not available for selection because the project has no data for that item display in gray with a no data available indicator.

When you select a table, column options that are specific to that table display beneath the Table Display Name field. By default, the Include option is selected for all columns except cost columns. Use this option to add or remove columns as needed. Enter a Table Display Name to include a title in the header of your table and update the display name for each column as desired.

It is important to note that you can only add one table at a time. For example, if you want both Labor and Expenses to display for the estimate, you must add one table for each.

Estimate Table Options

After you choose a table, the Include and Display Name options display to allow you to select the estimate information to merge. Use these options to build the estimate table. Some of the options that display depend on your application's settings. For example:

  • Cost Fields:Cost fields display if the Estimate Type in Estimate Settings is set to Cost or Cost and Billing.
  • Billing Fields: Billing fields display if the Estimate Type in Estimate Settings is set to Billing or Cost and Billing.

The estimate table will display one column for each item that is selected. The column order is based on the order in which they are listed on this dialog box.

Include The Include list displays the column options that are available for the table that is selected in the Choose Table list. Possible options are:
  • Labor, Expense, Consultant, or Unit Descriptions
  • Hours
  • Planned Bill
  • Planned Cost
  • Generic Resource
  • Planned Quantity
  • Billing Rate

By default, the Include option is selected for all columns except cost columns. Use this option to add or remove column options as needed.

Display Name The column's default label displays in this field. Use the text entry field next to the default label to enter a custom column label if needed. You can leave the label blank if you do not want a column header for a particular column. Upon saving this dialog box, the custom column label displays in the estimates table.
Save Click Save to add the selected columns to the page in table format.