Estimated Fee Tab of the Contract Management Settings Form

Use the Estimated Fee tab to specify the default settings that define how the estimated fees for a project will be spread over time on the Project Forecast report. These defaults can be overridden for individual projects.

This tab is only available if the CRM, CRM Plus, or Resource Planning module is activated. (If your only activated Vantagepoint modules are CRM or CRM Plus, the Contract Management settings form is not available. In that case, you specify estimated fee settings on the Estimated Fee form in Settings > Project > Estimated Fee.)

Contents

Set Defaults

Field	Description
Allocation Method	Select the default allocation method for estimated revenue: Specific Date: This setting allocates the estimated fees to specific dates for each project. Selecting this setting activates the Allocation Templates 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 selected time scale between the estimated start date and the estimated completion date. Selecting this setting activates the Time Scale field so you can select a time scale (for example, 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 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).
Allocation Template	When Allocation Method is set to Specific Date, you can select a default allocation template for determining the dates to which estimated fees will be allocated. If the template that you want has not yet been created, click + Add Template below the grid and use the Manage Allocation Templates dialog box to add the template.

Allocation Templates Grid

Use the Allocation Templates grid to set up and save templates for allocating estimated fees to dates for projects in the Projects hub.

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
Template Name	This column displays the names or descriptions of the allocation templates.
	To edit, 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 Template	Click this option to display the Manage Allocation Template dialog box and then add a new allocation template.