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

Create a Service Estimate

Use the tabs on the Estimates form to enter labor, expense, consultant, and units cost and/or billing estimates for a project.

The option to create service estimates is only available if the CRM, CRM Plus, or Resource Planning module is activated, and if Enable Service Estimate is selected on the Service Estimate tab of the Estimate Settings form (Settings > Projects > Estimates).

Note that service estimates are for the project as a whole. You cannot enter separate estimates for lower level work breakdown structure elements.

To create a service estimate for a project:

  1. In the Navigation pane, select Hubs > Projects > Estimates.
  2. Select the project for which you want to enter a service estimate.
  3. Click next to Cost and Billing under Labor Rate Category Table on the Summary tab, and select the labor rate category tables that contain the default labor rates that you want to use to calculate estimated amounts for labor cost and labor billing.
  4. On the Labor tab, enter labor cost and/or billing estimates for the project.
  5. If the Consultants tab is available, enter consultant cost and/or billing estimates for the project on that tab.
  6. If the Expenses tab is available, enter expenses cost and/or billing estimates for the project on that tab.
  7. If the Units tab is available, enter unit cost and/or billing estimates for the project on that tab.
  8. After you enter the estimates, click the Summary tab to view overall estimate totals and analysis.