Contents of the Reassign Expenses Dialog Box
Use the Reassign Expenses dialog box to indicate whether you want to reassign the amounts from one expense type assignment to another and to select the expense type and the associated vendor 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 expense type and vendor combination or multiple assignments for a single expense type without an associated vendor.
If you plan expenses 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 expense and/or vendor.
Contents
Field | Description |
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Expense Type and Plan Structure Branch |
These fields display the expense type and the path through the project WBS to the level of the expense. Click the hyperlinks to display more information about the expense type and the WBS element that is related to the assignment. These fields display whether or not the setting to plan expenses in calendar periods is enabled for the project. |
Period to Reassign | This field displays if you plan expenses in calendar periods for the project. From the drop-down list, select one of the following options:
|
Period | These fields display if you plan expenses 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 expenses 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 expenses 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:
From the drop-down list, select one of the following options:
|
Cost Amount to Reassign | This field displays if you plan expenses 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 expenses 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 expenses 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:
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 expenses 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 Expenses Planning grid. The fields in this grid display whether or not the setting to plan expenses in calendar periods is enabled for the project.
Field | Description |
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Expense Type | This field displays the name for the currently assigned expense. To reassign amounts to another expense, click to search for and select a combination of expense type and account on the Expense Type Lookup dialog box. |
Account | This field displays the account number associated with the expense type. |
Vendor Name | This field displays the currently assigned vendor for the expense. To reassign to another vendor, click to search for and select a vendor on the Vendor Name Lookup dialog box. |
Vendor Number | This field displays the firm number for the vendor. |
Buttons
Field | Description |
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Reassign | Click this button to make the reassignment. If you did not make changes to the
Expense Type or
Vendor Name fields, you cannot click this button.
Vantagepoint does the following:
|
Cancel | Click this button to close the dialog box and cancel the reassignment. |