Deltek Vantagepoint Help

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Reassign Unit Quantities to Another Unit or Account in a Project Plan

In a project plan, if work breakdown structure (WBS) elements have unit assignments with planned quantities, you can use the Reassign Units dialog box to transfer all or part of the assignment to another unit or to a different account.

To reassign units in a project plan:

  1. In the Navigation pane, select Hubs > Projects > Plan.
  2. On the Plan form, select the project that contains the unit assignment that you want to reassign.
  3. On the Actions bar, click Check Out.
  4. Click the Units tab.
  5. Expand the plan work breakdown structure to display the row for the unit assignment that you want to reassign.
  6. At the end of the row, click and then Reassign.
  7. On the Reassign Units dialog box, use the drop-down list of the Period to Reassign field to indicate if you want to transfer planned unit quantities for the entire assignment date range or only a portion of the assignment date range.
  8. Use the % to Reassign or Quantity to Reassign field to indicate how much you want to reassign to another unit or account.
    The Maximum Quantity field displays the total number of planned unit quantities that you can reassign.
  9. In the Reassign To grid, do any of the following:
    • To reassign quantities to another unit, click in the Unit Name field to search for and select another unit.
    • To reassign quantities to another account, click in the Account field to search for and select another account for the unit.
  10. Click Reassign.
    On the Units tab of the Plan form, Vantagepoint can add a new assignment, merge new assignments with existing assignments, delete the original assignment (if all quantities were transferred), or adjust the quantities for the original assignment (if only a portion was transferred). If the original assignment has actual job-to-date (JTD) quantities or if it was saved as part of the plan baseline, Vantagepoint does not delete the assignment row.