Contents of the Add Allocation Templates Dialog Box

If you want to provide templates for default allocations of project estimated fees to specific dates, use the fields and options on this dialog box to set up those allocation templates.

Field Description
Allocation Template Name Enter a name or description for the template.

Allocation Template Grid

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
Description Enter a description of the allocation.
Time Frame Select the time frame for determining fee dates 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 Fee 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.
Time From Estimated Start Date Enter the number time frame units after the estimated start date to establish the fee date for the allocation. This field is used in conjunction with the Time Frame field to determine the date in the Fee Date field in the Estimated Fee Allocation grid on the Estimated Fee tab of the Contract Management form in the Projects hub.
Percent of Total Fee Enter the percentage of the total estimated fees that you want to allocate.
To copy or delete a template, hover over the grid row, click this icon at the end of the row, and select the option you want.
+ Add Milestone Click this option to add an allocation to the template.