Deltek Vantagepoint Help

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Reassign an Expense Type Assignment in a Project Plan

In a project plan, if work breakdown structure (WBS) elements have expense assignments, you can use the Reassign Expenses dialog box to transfer all or part of the assignment to another expense and/or vendor.

You can specify to transfer only a portion of the assignment if the setting to plan expenses in calendar periods is enabled for the project.

To reassign expenses in a project plan:

  1. In the Navigation pane, select Hubs > Projects > Plan.
  2. On the Plan form, select the project for which you want to make the reassignment.
  3. On the Actions bar, click Check Out.
  4. On the Expenses tab, expand the plan WBS to display the assignment row for which you want to reassign expenses.
  5. At the end of the assignment row, click and then Reassign.
    The Reassign Expenses dialog box displays.
  6. If you plan expenses in calendar periods, do the following on the Reassign Expenses dialog box:
    • From the drop-down list of the Period to Reassign field, select whether you want to transfer planned amounts for the entire assignment period or only a portion of the assignment period. If you select the Part of the assignment period option, use the Period fields to enter the start and end dates. Both dates must be within the original assignment date range.
    • If the plan uses the cost and billing budget type and the project has different currencies for cost and billing amounts, the Basis for Amount to Reassign option displays. Use this option to determine whether to use the project's cost amount in project currency or the project's billing amount in billing currency as the basis for reassigning planned amounts.
    • Use the % to Reassign field to indicate the percentage of how much you want to reassign to another expense or account. Depending on the plan's budget type, you can also edit the value in the Cost Amount to Reassign or Billing Amount to Reassign field. Based on your entry in the % to Reassign field, Vantagepoint updates the Cost Amount to Reassign and/or Billing Amount to Reassign fields and vice versa.
  7. To reassign amounts to another expense, click in the Expense Type field to search for and select another expense.
  8. To reassign amounts to another vendor, click in the Vendor Name field to search for and select another vendor for the expense.
  9. Click Reassign.
    On the Expenses tab of the Plan form, Vantagepoint can add a new assignment, merge new assignments with existing assignments, delete the original assignment (if all amounts were transferred), or adjust the amounts for the original assignment (if only a portion was transferred). If the original assignment has actual Job-to-Date (JTD) amounts or if it was saved as part of the plan baseline, Vantagepoint does not delete the assignment row.