Deltek Vantagepoint Help

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Create Estimated Fees Allocation Templates

You can set up and save templates for use as the basis for fee allocations on the Estimated Fee tab of the Contract Management form in the Projects hub.

You can only set up estimated fees template if at least one of the following modules is activated: CRM, CRM Plus, or Resource Planning.

To create estimated fees allocation templates:

  1. In the Navigation pane, select Settings > Project > Contract Management.
  2. Click the Estimated Fee tab of the Contract Management Settings form.
  3. Click + Add Template below the Allocation Templates grid.
  4. In Allocation Template Name on the Manage Allocation Templates dialog box, enter a template name or description.
  5. To activate the grid, click +Add Milestone below the grid.
  6. In Description, enter a description for the first allocation.
  7. In Time Frame, select one of the following as the time frame for the allocation: Days, Weeks, Months, or Years.
    This field is used in conjunction with the Time From Estimated Start field to determine the date in the Fee Date field in the Estimated Fees Allocation grid, on the Estimated Fee tab of the Contract Management form in the Projects hub. For example, if you want the fee date to be five months after the estimated start date, select Months in Time Frame and enter 5 in Time From Estimated Start.
  8. In Time From Estimated Start, enter the number of time frame units after the estimated start date to establish the fee date for the milestone.
    This field is used in conjunction with the Time Frame field to determine the date in the Fee Date field in the Estimated Fees Allocation grid, on the Estimated Fee tab of the Contract Management form in the Projects hub.
  9. In Percent of Total Fee, enter the percentage of the total estimated fees that you want to allocate.
  10. Repeat steps 5 - 9 to add more allocations to the template.
  11. Click Apply.
  12. On the Contract Management form, click Save.