Contents of the Reassign Consultants Dialog Box

Use the Reassign Consultants dialog box to indicate whether you want to reassign the planned amounts from one consultant assignment to another and to select the consultant and consultant type to which you want to reassign them.

For a given work breakdown structure (WBS) element in a plan, you cannot add multiple assignments for the same consultant type and consultant combination or multiple assignments for a single consultant type without an associated consultant.

If you plan for consultants in calendar periods for the project, additional options display on this dialog box. Use these options to determine whether to transfer all or only a portion of the assignments to another consultant type and/or consultant.

Contents

Field	Description
Consultant Type and Plan Structure Branch	These fields display the consultant type and the path through the project WBS to the level of the consultant. Click the hyperlinks to display more information about the consultant type and the WBS element that is related to the assignment. These fields display whether or not the setting to plan consultants in calendar periods is enabled for the project.
Period to Reassign	This field displays if you plan consultants in calendar periods for the project. From the drop-down list, select one of the following options: Entire assignment period: Select this option to reassign planned amounts for the entire assignment date range. Part of the assignment period: Select this option to reassign the planned amounts for only a portion of the assignment date range. When you select this option, enter the start and end dates in the Period fields.
Period	These fields display if you plan consultants in calendar periods for the project. The Period fields display the start and end dates of the current assignment date range. If you set the Period to Reassign option to Entire assignment period, you cannot change the start and end dates. If you set the Period to Reassign option to Part of the assignment period, enter the start and end dates for the reassignment period in these fields. Both dates must be within the original assignment date range.
% to Reassign	This field displays if you plan consultants in calendar periods for the project. To reassign less than 100 percent of the planned amounts for the reassignment period, enter that percentage in this field. Depending on the budget type specified for the plan, Vantagepoint updates the Cost Amount to Reassign and/or Billing Amount to Reassign fields based on your entry.
Basis for Amount to Reassign	When you plan consultants in calendar periods for the project, this option displays if the project uses different currencies for cost and billing amounts and the following settings were applied: In Settings > Accounting > Labor Options, the Use Billing (Not Project) Currency for Reporting is set to Yes. On the General tab of the Plan Settings dialog box, the Budget Type option is set to Cost and Billing. From the drop-down list, select one of the following options: Select Cost to use the project's cost amount in project currency as the basis for reassigning planned amounts. When you select this option, use the Cost Amount to Reassign field to enter the planned cost amount for the reassignment period. Vantagepoint then calculates and displays the proportional billing value in the Billing Amount to Reassign field. Select Billing to use the project's billing amount in billing currency as the basis for reassigning planned amounts. When you select this option, use the Billing Amount to Reassign field to enter the planned billing amount for the reassignment period. Vantagepoint then calculates and displays the proportional cost value in the Cost Amount to Reassign field.
Cost Amount to Reassign	This field displays if you plan consultants in calendar periods for the project. By default, this field displays the total planned cost amount for the reassignment period. Edit this field to reassign less than the total planned cost amount. Based on your entry, Vantagepoint updates the % to Reassign field and, if the plan uses the cost and billing budget type, the Billing Amount to Reassign field. You cannot edit this field if you set the Basis for Amount to Reassign option to Billing.
Maximum Cost Amount	When you plan consultants in calendar periods for the project, this field displays the maximum planned cost amount that you can reassign for the date range in the Period fields.
Billing Amount to Reassign	This field displays if you plan consultants in calendar periods for the project. By default, this field displays the total planned billing amount for the reassignment period. You can edit this field to reassign less than the total planned billing amount only if you specified either of these settings: You set the Basis for Amount to Reassign option to Billing. (This option is available only if the plan uses the cost and billing budget type.) On the Plan Settings dialog box, you set the Budget Type option to Billing on the General tab and did not specify reimbursable consultant billing markup settings on the Consultants tab. Based on your entry, Vantagepoint updates the % to Reassign field and, if the plan uses cost and billing budget types, the Cost Amount to Reassign field.
Maximum Billing Amount	When you plan consultants in calendar periods for the project, this field displays the maximum planned billing amount that you can reassign for the date range in the Period fields.

Reassign To Grid

By default, the fields in this grid display the values on the assignment row that you selected in the Consultants Planning grid. The fields in this grid display whether or not the setting to plan consultants in calendar periods is enabled for the project.

Field	Description
Consultant Type	This field displays the name for the currently assigned consultant. To reassign amounts to another consultant, click to search for and select a combination of consultant type and account on the Consultant Type Lookup dialog box.
Account	This field displays the account number associated with the consultant type.
Consultant Name	This field displays the currently assigned consultant. To reassign to another consultant, click to search for and select a consultant on the Consultant Name Lookup dialog box.
Consultant Number	This field displays the firm number for the consultant you select.

Buttons

Field	Description
Reassign	Click this button to make the reassignment. If you did not make changes to the Consultant Type or Consultant Name fields, you cannot click this button. Vantagepoint does the following: Reassigns the planned amount to the consultant type and consultant that you selected, either by adding a new assignment or by merging the new assignment with an existing one for that consultant. Deletes the original assignment. (The original assignment is not deleted if an actual job-to-date [JTD] amount exists for that assignment, or if that assignment was saved as part of the plan baseline. In those cases, the planned amount is reassigned, but the original assignment remains in the plan with no planned amount.)
Cancel	Click this button to close the dialog box and cancel the reassignment.