Deltek Vantagepoint Help

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Units Settings

To set up units, you first create unit tables. Then you create units, or reuse existing ones, and add those units to your unit tables. Some units can be common across multiple tables. You can establish unit settings if you have the CRM or Accounting module installed.

Values for units are specific to each unit table. You can apply different unit tables to different projects, to allocate costs for labor, expertise, and equipment. You specify a unit table for a project on the Accounting tab in the Projects hub.

When you add units to a new unit table, search for existing units that you can reuse before you create new ones.

If you use multiple companies, unit tables are available for the active company.

If you use multiple currencies, you must specify both a cost currency and a billing currency for each unit table.

You use units to bill non-labor expenses at a flat rate. For example, you might set up units for goods or services, such as lab tests or survey crews that you bill at a flat rate.

You use units to allocate cost to a project for labor (like that of a survey crew) , expense (such as the rate to cover non-labor cost associated with the project), and equipment (such as the cost associated with capital equipment like computers or survey equipment). These costs, if needed, can have associated billing value.

You set up cost and billing rates for these units to use with accounting, timesheet, and billing applications. Units are similar to expenses posted through cash disbursements, journal entries, and accounts payable vouchers. However, unlike those transactions, when you bill a unit, you can show both a quantity and a rate on your invoice.

You can also use units to reclassify previously costed expenses from overhead accounts to projects. For example, a company can use units to recover some of the expense associated with reproductions. The paper supply and toner for the copier are expensed to an overhead project and indirect account number. Using units allows you to specify an account to debit and an indirect expense to credit. This creates a debit entry against the regular type project and a credit entry against the overhead type project.