Enable Planning for Expenses and Consultants

To turn on the option to enter plan data for expenses or consultants, go to the Plan Settings form in Resource Planning Settings.

If you set up multiple companies in Vantagepoint, the decision to enable planning for expenses and consultants is made separately for each company.

To enable planning for expenses or consultants for the current active company:

  1. In the Navigation pane, select Settings > Resource Planning > Plan Settings.
  2. Select Yes for Enable Expense Planning, Enable Consultant Planning, or both.
  3. Click Save.
  4. To specify settings for another company, select that company from the drop-down list on the Vantagepoint toolbar, and repeat this procedure for that company.