Deltek Vantagepoint Help

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Select a Default Allocation Method for Estimated Fees

You can select a default allocation method for allocating estimated fees to specific dates. A different allocation method can be selected in the Projects hub for individual projects.

The option to allocate estimated fees is only available if at least one of the following modules is activated: CRM, CRM Plus, or Resource Planning.

To select the default allocation method for estimated fees:

  1. In the Navigation pane, select Settings > Project > Contract Management.
  2. Click the Estimated Fee tab of the Contract Management settings form.
  3. In Allocation Method, select one of the following methods:
    OptionDescription
    Specific Date This setting allocates the estimated fee to specific dates. Selecting this setting activates the Allocation Template field so that you can select a default template.
    Spread Evenly Across Time Scale This setting spreads estimated fees in even amounts across the units of the time scale selected in the Projects hub (for example, weekly or monthly) between the estimated start date and the estimated completion date. Selecting this setting activates the Time Scale field so that you can select a time scale such as weekly or monthly.
    Allocate All Fees to Estimated Start Date This setting allocates the estimated fees to the project's estimated start date (the date entered for the Estimated Start milestone for the project).
    Allocate All Fees to Close Date This setting allocates the estimated fees to the date on which the project was won (the date in Won/Lost Date under Win/Loss Details in the Projects hub Summary pane).
    Allocate All Fees to Estimated Completion Date This setting allocates the estimated fees to the project's estimated completion date (the date entered for the Estimated Completion milestone for the project).
  4. If you set Allocation Method to Specific Date and want to specify a default allocation template for determining the dates to which estimated fees will be allocated, use Allocation Template to select the template.
    If the template that you want has not yet been created, click + Add Template below the Manage Allocation Templates grid, and use the Manage Allocation Templates dialog box to add the template.
  5. If you set Allocation Method to Spread Evenly Across Time Scale, use Time Scale to specify the time scale for spreading estimated fees evenly between the estimated start date and the estimated completion date.
  6. Click Save.