Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    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

Service Estimate Tab of the Estimate Settings Form

Use the Service Estimate tab to enable service estimates in the Projects hub and specify service estimate settings.

Service estimates provide an overview of the estimated services and materials that are required for a project you are pursuing.

This tab is available if the CRM Plus module is activated.

Service Estimate Settings

Field Description
Enable Service Estimate Select this option to enable service estimates for projects. When you do, the following occurs:
  • The Estimates form becomes available in the Projects hub.
  • The Project Service Estimate report becomes available in Reporting.
  • The Estimates feature becomes available in Proposals.
  • The Available for Project Estimates check box becomes available on the Unit Tables form in Settings > Accounting > Units.

Estimate Grids

Use these options to select the grids that you want to display on the Estimates form in the Projects hub and in Proposal Estimates. The Labor grid always displays, but you can also enable grids for unit, expense, and consultant service estimates.

Field Description
Enable Units Grid Select this option to provide a grid to estimate unit quantities and cost and/or billing amounts for projects.
Enable Expenses Grid Select this option to provide a grid to estimate cost and/or billing expense amounts for projects.
Enable Consultants Grid Select this option to provide a grid to estimate cost and/or billing consultant amounts for projects.

Decimal Digits

Field Description
Hours Select the number of decimal digits that you want for hours entry and display in service estimates. The default value is No Decimal.
Quantity Select the number of decimal digits that you want for quantity entry and display in service estimates. The default value is No Decimal.
Amounts Select the number of decimal digits that you want for entry and display of monetary amounts in service estimates. If you select Currency, amounts display in the currency format that your system administrator has set up. The default value is Currency.

Estimate Type

This option determines which columns display in the enabled grids.

Field Description
Estimate Type Select the type or types of estimate columns that you want: cost, billing, or both:
  • Cost: Only cost columns, such as Cost Rate and Planned Cost. The Analysis grid on the Summary tab displays only Total Cost.
  • Billing: Only billing columns, such as Billing Rate and Planned Bill. The Analysis grid on the Summary tab displays only Total Bill.
  • Cost and Billing: Both cost and billing columns. The Analysis grid on the Summary tab displays Total Cost, Total Bill, Gross Margin, and Gross Margin %.

Project Service Estimate reports are only available if you select Billing or Cost and Billing.

Default Labor Category Tables

Field Description
Cost Select the default labor category table for cost. This option is only available if you selected Cost or Cost and Billing in Estimate Type. This default can be overridden for individual projects on the Estimates form in the Projects hub.
Billing Select the default labor category table for billing. This option is only available if you selected Billing or Cost and Billing in Estimate Type. This default can be overridden for individual projects on the Estimates form in the Projects hub.

Multipliers

Field Description
Expense If the Expenses grid is enabled and Cost and Billing is selected in Estimate Type, Vantagepoint automatically applies this billing multiplier to the planned cost to calculate the planned billing amount for reimbursable expenses. This value can be overridden in the Projects hub.
Consultant If the Consultants grid is enabled and Cost and Billing is selected in Estimate Type, Vantagepoint automatically applies this billing multiplier to the planned cost to calculate the planned billing amount for reimbursable consultants. This value can be overridden in the Projects hub.

Clauses Grid

Use the Clauses grid to set up and save clauses that can be selected for inclusion on Project Service Estimate reports. The codes/clauses you enter here appear as selectable options when you are setting up the Project Service Estimate report. Clauses can be inserted at the top or bottom of the report. For example, a top clause may read "Please quote us your firm price for the following goods." A bottom clause may read "Please indicate all prices FOB our place of business."

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Field Description
Type Enter a unique identifier for the clause.
Clauses Enter the text of the clause. Click to display a larger work area and to use the available formatting options.
+Add Clause Click + Add Clause to enter a new clause.