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

General Tab of the Contract Management Form

Use this tab to specify settings related to entering compensation and contract information for projects.

Contents

These two options work in combination to determine the level of control over entry of compensation and contract amounts. For additional information about their interaction, see How Contract Management Settings Affect Contract and Compensation Entry.

Field Description
Project Entering Method Select one of the following options to indicate the levels of the work breakdown structure (WBS) at which you can enter project compensation amounts and contract detail amounts on the Contract Management form in the Projects hub:
  • At All Levels of the Work Breakdown Structure: You can specify amounts for WBS elements at any or all levels of the WBS.
  • At Lowest Level Only (System Will Automatically Update Higher Levels): You can enter amounts only for WBS elements at the lowest level of the WBS. Vantagepoint rolls up those amounts to higher levels of the WBS.

At Lowest Level Only is the most commonly selected option because Vantagepoint automatically calculates amounts for higher WBS levels. However, you might choose At All Levels of the Work Breakdown Structure if, for example, you want to provide the flexibility, on a project by project basis, to enter amounts at a level of the WBS above the lowest level.

Important: If at some point you switch this setting from the first option to the second option and save that change, Vantagepoint refreshes all compensation amounts for higher level WBS elements based on lowest level amounts for all your projects and project templates. Because you cannot undo those changes, it is strongly recommended that you make a backup copy of your database before you proceed.

Synchronize Contract Values to Project Compensation If instead of entering separate compensation and contract amounts, you want Vantagepoint to update compensation amounts based on the contract amounts, select this option.

If you select this option, the fields on the Compensation tab of the Contract Management form in the Projects hub become display-only fields when the first contract amount is entered on the Contract tab, and they are updated automatically thereafter by entries on the Contract tab. (If no contract amounts have been entered for a project, compensation amounts can be entered on the Compensation tab.)

If any projects already have amounts entered on the Compensation tab when you select this option, a message displays to alert you to that situation and to let you know that you can use the Create Contracts from Fees utility (Utilities > Updates > Create Contracts from Fees in the desktop application) to fill in contract amounts for multiple projects based on their existing compensation amounts.